Esophagogastroduodenoscopy (Egd) Core Curriculum - June 2004
Esophagogastroduodenoscopy (Egd) Core Curriculum - June 2004
Esophagogastroduodenoscopy (Egd) Core Curriculum - June 2004
PREAMBLE
This document, prepared by the ASGE Committee on Training, was undertaken to describe
recommendations for upper endoscopy training and written primarily for those endoscopists
involved in teaching endoscopy to fellows/trainees. This core curriculum was developed as an
overview of techniques currently favored for the performance and training of upper endoscopy
and serve to as a guide to published references, videotapes and other resources available to the
trainer. By providing information to endoscopy trainers about the common practices utilized by
experts in performing the technical aspects of the procedure, the Committee on Training hopes
to improve the teaching and performance of upper endoscopy.
I. INTRODUCTION
Acquiring the skills to perform upper endoscopy safely, effectively, and comfortably requires an
understanding of the indications, risks, and limitations of the procedure. It also requires
competence in maximizing visualization of the esophagus, stomach, and duodenum, minimizing
patient discomfort, ensuring the appropriate identification normal and abnormal findings and
performs therapeutic techniques. A recently updated ASGE guideline entitled “Principles of
Training of Gastrointestinal Endoscopy” and the section of the Gastroenterology Core
Curriculum developed by the Task Force in Gastrointestinal Endoscopy review the overall
objectives of endoscopic training, the requirements for endoscopic trainers, and the training
process itself. The evolving issue of competency assessment in endoscopy training is also
reviewed. These core documents are pertinent and are recommended to endoscopic trainers and
trainees alike.
A. Pre-procedure Management
The critical importance of preparation for optimal visualization, safety and ease of upper
endoscopy examination must be taught to all trainees. In general, an upper endoscopy is
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performed when the patient has been fasting for solids and nonclear liquids for 6 to 8
hours or since midnight and for 2 to 3 hours for clear liquids prior to the procedure
(Anesthesiology 1996; 84:459-71).
Maintenance of patient comfort, dignity and privacy are of paramount importance during
upper endoscopy; these are skills best taught by example, supplemented with feedback
and constructive criticism to the trainee. During the procedure itself, communication and
feedback between the endoscopist, assistant and patient are essential for patient comfort
and safety, but these skills may be underdeveloped by the early trainee focused on the
technical aspects of the procedure. In particular, good patient communication is
extremely important in relieving patient anxiety and limiting discomfort, and should be
an important part of upper endoscopy training. The art and science of conscious sedation
must also be mastered to trainees of endoscopy with ASGE documents and other
published guidelines very helpful in the teaching process.
Finally, a positive teaching environment must be maintained in the procedure room at all
times, and interruptions kept to a minimum. Individual teaching styles vary, but the
trainer must foster a positive, professional learning environment by offering constructive
comments.
C. Post-procedure Management
Following upper endoscopy, communication of findings, therapeutic results, and plan for
follow-up must be emphasized to the trainee as an extremely important phase of the
procedure. This involves both discussions with the patient and effective communication
to the referring health professional. The importance of complete procedure reporting
cannot be overemphasized, and the need to utilize accepted nomenclature to describe
findings must be imbued in the trainee. Trainers and trainees alike should utilize the
accepted minimum standard terminology (MST) in their computerized procedure
reporting system or dictated reports, to foster standardization of reporting and data
collection throughout the endoscopic community.
A. Esophageal Intubation
A most difficult challenge in upper endoscopy, especially for beginning trainees, is the
intubation of the esophagus. In general, trainees should be taught the principles of
intubating the esophagus under direct visualization. The principles of intubating the
esophagus under direct visualization go hand in hand with the most basic endoscopic
principle: the endoscope should never be advanced blindly or forcefully. All trainees
should not only be taught the landmarks that will guide them to the upper esophageal
orifice but that, despite good endoscopic techniques, the esophagus may be difficult to
intubate in some patients. These patients may have inadequate sedation, a prominent
cervical spine that interferes with the passage of the endoscope, a Zenker diverticulum, or
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a tumor. Understanding the potential reasons for inability to intubate the esophagus and
using appropriate alternative diagnostic modalities is an important part of training. While
the majority of upper endoscopies are performed with patients lying in the left lateral
position, trainees should become familiar with intubating the esophagus with patients
lying in the supine position. Familiarity in intubating the esophagus of supine patients is
often essential in the performance of upper endoscopy in ICU patients. Several general
book chapters cited address this issue, and excellent demonstrations of these techniques
exist in the ASGE instructional videos.
B. Pyloric Intubation
Pyloric intubation is achieved in almost all patients with modern endoscopes in expert
hands. The beginning trainee may be anxious in his or her ability to intubate the pylorus.
Once it has been intubated, the trainee may be equally anxious that the endoscope will
return to the stomach unintentionally. The basic endoscopic principle that the endoscope
should not be advanced blindly is equally valid in pyloric intubation. The pylorus is
easiest to intubate when it is well visualized. The endoscopist in training should be taught
the technique of examining the duodenal bulb immediately beyond the pylorus carefully
and effectively, since pathology in this area can easily be missed. Furthermore,
therapeutic maneuvers in the duodenal bulb are often needed in the treatment of bleeding
duodenal ulcers.
When the endoscope is pulled back into the stomach to the level of the angularis,
retroflexion is performed in order to view areas that otherwise would be seen only
tangentially upon initial entry into the stomach: the angulus, fundus, and cardia.
Trainees should be taught this routine to ensure that the entire upper gastrointestinal tract
is examined thoroughly, effectively and efficiently using ante and retroflexion
maneuvers.
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E. Use of alternative endoscopes
The wall of the second portion of the duodenum can be difficult to examine
effectively. Trainees must be taught that the ampulla and its surrounding
structures cannot be well studied using the forward-viewing endoscope alone. The
importance of using a side-viewing endoscope in selected cases must be
emphasized. The ASGE recommends that patients with familial adenomatous
polyposis undergo screening examination for ampullary adenomas or
adenocarcinomas using both end-viewing and side-viewing endoscopes.
iii. Fluoroscopy
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The endoscopist in training should be taught the importance and utility of using
fluoroscopy to facilitate guidewire placement in cases where a critical stricture is
encountered.
The technique of forceps biopsy during upper endoscopy is straightforward and similar to
that in colonoscopy. There is little published information outlining this basic technique.
Specific biopsy recommendations for all disease states are beyond the scope of this
document, but some important points are noted below.
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potential adverse effects. Various techniques for injection have been described in
various sited textbooks. Epinephrine injection therapy may work by causing
constriction of blood vessels and/or increasing tissue pressure, producing
tamponade. The location of the vessel coursing through the ulcer base is usually
not obvious. Injection therapy should involve injection around a visible vessel or
directly into the vessel. The technique is a safe and effective method to control
bleeding immediately and should be part of standard training. The trainee must be
technically adept to maintain good control of the endoscope at all times, while
performing targeted injections under direct visualization, in a safe and efficient
manner.
ii. Electrocautery
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The technique of endoscopic variceal ligation has been used for treatment of
Dieulafoy’s lesion and appears to have improved efficacy compared with thermal
methods. Given the urgency and severity of Dieulafoy’s bleeding and the
significant concern of the attending endoscopist, the trainee may find himself with
limited scope time during these rare events early in his training. However, the
techniques employed are similar to that used in the treatment of variceal bleeding.
Given the potential severity of a bleeding Dieulafoy’s lesion, trainees should be
taught the potential benefits and use of non-traditional methods of its treatment,
such as endoscopic ligation, and the limitations of traditional thermal methods.
The argon plasma coagulator (APC) has also recently been utilized for
obliteration of arteriovenous malformation. It may be especially advantageous in
gastric antral vascular ectasia, although bicap and heater probe can also be used,
and is well accepted for treatment of this condition.
i. Endoscopic Sclerotherapy
Efficient and safe use of the variceal ligation device requires good technical skill
and ability to perform maneuvers under limited visibility. Prior to initiating the
procedure, the trainee should obtain hands-on experience with appropriate and
secure attachment of the ligation device onto the upper endoscope. In addition,
the trainee should understand the rotational maneuver necessary to achievement
successful band deployment. Although attachment of the ligating device
produces unavoidable limitations to the visual field, the endoscopist-in-training
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should be trained to always perform maneuvers under direct visualization. Upon
entry into the esophagus, the trainee should be able to recognize and interpret
variceal stigmata of recent bleeding and target these areas for treatment. In
general, the trainee should understand the technical advantage of applying bands
to the most distal varices first, followed by application of bands to more proximal
varices. The coordinated technique of variceal suction into the channel,
producing a “red out” appearance, followed by timely deployment of the ligating
device cannot be overemphasized. The trainee should obtain hand-on technical
skill with the endosopic variceal ligation device to avoid inappropriate misfiring
of the device in the setting of acute variceal hemorrhage.
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F. TECHNIQUES FOR PERCUTANEOUS GASTROSTOMY (PEG) OR
JEJUNOSTOMY PLACEMENT AND REMOVAL
Prior to performing any endoscopic procedure for enteral feeding, it is essential for the
trainee to understand the indications, contraindications, complications, and post
procedure management of these patients, as well as the emerging body of literature on
ethics and outcomes of PEG placement in the elderly and terminally ill. Techniques for
routine PEG placement are well established and include the “pull” method of Ponsky and
Gauderer, and the Sachs-Vine “push method”. Although most studies have shown no
difference in safety and success between these basic techniques, the trainee should ideally
be exposed to both, depending upon the preference of the endoscopy trainer and the
availability of PEG kits in the individual institutions. Regardless of the method
employed, the trainee should be taught the importance of proper technique in both roles
of the procedure, the importance of good teamwork and communication, and other
elements of the procedure that may prevent complications. These include prophylactic
antibiotics, verification of proper transillumination and finger pressure, the use of the
syringe aspiration method to identify overlying bowel, adequate skin incision length, and
proper bumper positioning. The basic technique of PEG placement are usually mastered
quickly by trainees with other significant experience in endoscopy, but broader
experience should be provided to expose the trainee to the variety of situations where
PEG placement is ill-advised to begin with, or should be aborted before completion.
Finally, the importance of post procedure follow-up, patient/caregiver teaching, and
evaluation of the problem PEG site must be emphasized to the trainee who may focus on
the endoscopic procedure alone.
Small bowel feedings via a jejunal extension tube placed through a PEG (PEG-JET,
PEG-J) or direct percutaneous endoscopic jejunostomy (D-PEG) are also possible options
for enteral feeding. Placement of these tubes may be indicated for those patients at high
risk for aspiration, those with gastric retention, or in diseases where enteral feeding is
favored, but proximal feeding may be harmful such as pancreatitis. Enthusiasm for PEG-J
placement varies widely among individual endoscopists and institutions, in part due to
the technical challenges inherent in their placement, and the oft-cited frequency of early
clogging or retrograde migration. Techniques employed include the “drag and pull”
methods where a string at the tip of the J tube is grasped and pulled into the jejunum
alongside the endoscope, and multiple wire-guided methods. Each basic technique has
multiple variations in the literature, bespeaking the fact that no single technique has
proven superior, and none have been universally accepted. The trainee should strive to
identify one or two of these methods and learn the subtleties of these techniques which
will allow successful placement in a variety of situations. An excellent recent review on
the techniques is available
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Chromoendoscopy, or the use of topically applied contrast agents in conjunction with
endoscopy, has been utilized successfully to help visualizing subtle lesions and defining
their borders. In the esophagus, the use of Lugol’s solution has been particularly useful
for screening and in assessing tumor-extent of esophageal squamous cell carcinoma. The
use of indigo-carmine solution enhances the contours and topography of flat lesions at
any part of the gastrointestinal tract. The use of methylene blue has the potential to
identify high-grade dysplasia or adenocarcinoma in the setting of Barrett’s esophagus.
Widespread use of methylene blue in screening for dysplasia in Barrett’s esophagus,
however, is yet to be established. With the exception of the use of methylene blue, the
greatest use of chromoendoscopy has been predominantly in Japan, where the ability to
detect flat neoplasms is especially important. However, these techniques are relatively
easy to perform. The trainee should be aware of their development and exposed to the
techniques if available.
Endoscopically placed metal clips have been developed which are released through the
working channel of the endoscopes and clipped into mucosa. Endoscopically placed
hemoclips may be useful for marking the margins of lesions in selected cases.
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ESOPHAGOGASTRODUODENOSCOPY (EGD)
CORE CURRICULUM
GENERAL REFERENCES
CD ROMS
Sivak MV, (ed) In: Gastroenterologic Endoscopy, 2nd ed. Philadelphia, WB Saunders, CD-Rom,
1999
BOOKS
Barkin J, Ophelan CA (eds): Advanced Therapeutic Endoscopy, 2nd ed. Philadelphia: Lippincott-
Raven, 1996.
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REFERENCES BY TOPIC
I. INTRODUCTION
The Gastroenterology Leadership Council: American Association for the Study of Liver
Diseases, American College of Gastroenterology, American Gastroenterological
Association, and American Society for Gastrointestinal Endoscopy: Training the
gastroenterologist of the future: The Gastroenterology Core Curriculum.
Gastroenterology 1996; 110:1266-1300.
A. Pre-procedure Management
C. Post-procedure Management
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III. BASIC/DIAGNOSTIC TECHNIQUES
A. Esophageal Intubation
B. Pyloric Intubation
C. Retroflexion in the Stomach
D. Identification of normal and abnormal findings
E. Use of alternative endoscopes
Saeian K, Townsend WF, Rochling FA, Bardan E, Dua K, Phadnis S, Dunn BE,
Darnell K, Shaker R. Unsedated transnasal EGD: an alternative approach to
conventional esophagogastroduodenoscopy for documenting Helicobacter pylori
eradication. Gastrointest Endosc. 1999;49:297-301.
Chung S, Leung J. Injection Therapy For Bleeding Peptic Ulcer. ASGE Endoscopic
Learning Library DVD
ii. Electrocautery
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Curtiss LE: High frequency circuits in endoscopy: A review of principles and
precautions. Gastrointest Endosc, 1973;20:9-12.
Wu D, Silverstein FE: Principles of electrosurgery. In: Raskin JB, Nord HJ, eds.
Colonoscopy: Principles and Technique. Tokyo: Igaku-Shoin, 1995:83-93.
Laine L, Peterson Wl. Bleeding peptic ulcers. New Eng J Med, 1994;331:717-24.
Johnston JH. Endoscopic Heater Probe Treatment of Bleeding Peptic Ulcers. ASGE
Endoscopic Learning Library DVD
Steven L. Kadish, M.D., Michael L. Kochman, M.D., William Long, M.D., Gregory
Ginsberg, M.D. Endoscopic Mucosal Clips: Applications and Innovations. ASGE
Endoscopic Learning Library DVD
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Ponsky JL. Therapeutic Endoscopy: Approach to Foreign Bodies, Gastrointestinal
Strictures and Endoscopic Feeding. ASGE Endoscopic Learning Library DVD
Graham DY, Fleischer DE. UGI Strictures: Benign and Malignant. ASGE Endoscopic
Learning Library DVD
Canto MI, Setrakian S, Willis J, Chak A, Petras R, Powe NR, Sivak MV Jr.
Methylene blue-directed biopsies improve detection of intestinal metaplasia and
dysplasia in Barrett's esophagus. Gastrointest Endosc. 2000;51:560-8.
Soetikno RM, Inoue H, Chang KJ. Endoscopic mucosal resection. Current concepts.
Gastrointest Endosc Clin N Am. 2000;10:595-617.
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Inoue H. Endoscopic Mucosal Resection for GI Mucosal Lesions. ASGE Endoscopic
Learning Library DVD
Mokhashi MS, Hawes RH. The Ultraflex Stents for Malignant Esophageal
Obstruction. Gastrointest Endosc Clin N Am 1999:9;413-22.
Soetikno RM, Carr-Locke DL. Expandable metal stents for gastric-outlet, duodenal,
and small intestinal obstruction. Gastrointest Endosc Clin N Am. 1999:9;447-58.
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