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January 2006

Section 5 Gastrointestinal Tract and Abdomen

18 Gastrointestinal Endoscopy
Alicia Fanning, M.D.
Laparoscopic/Endoscopic Fellow
Cleveland Clinic Foundation

Jeffrey L. Ponsky, M.D., F.A.C.S.
Professor of Surgery
Cleveland Clinic Health Sciences Center of the Ohio State University
Director, Section of Endoscopic Surgery, Department of General Surgery
Cleveland Clinic Foundation



Gastrointestinal Endoscopy

Since the beginning of the 1970s, flexible endoscopy of the gastrointestinal tract has been the dominant modality for the diagnosis of gastrointestinal disease. Over the same period, developments in technology and methodology have made possible the use of endoscopy to treat a host of conditions that once were considered to be manageable only by means of open surgical procedures. The integration of flexible endoscopic techniques into the armamentarium of the GI surgeon permits a more multidimensional approach to the treatment of digestive disease. The modern GI surgeon should be conversant in and adept at many of these procedures.

Diagnostic Esophagogastroduodenoscopy

Diagnostic esophagogastroduodenoscopy (EGD) is indicated when a patient has abnormal findings on traditional GI x-ray series, dysphagia, odynophagia, epigastric pain that does not respond to medical therapy, persistent heartburn, or upper GI bleeding; it is also indicated for surveillance of patients at high risk for malignancy and for sampling of GI tissue or fluid. One prepares for the examination by ensuring the patient's hemodynamic stability, having the patient fast for 6 to 8 hours beforehand, and performing conscious sedation, which generally involves applying a topical anesthetic to the posterior pharynx and administering a narcotic and a benzodiazepine intravenously. Monitoring of arterial blood pressure and oxygen saturation throughout the procedure is now standard practice.

Technique

With the patient in the left lateral decubitus position, a topical anesthetic is applied to the posterior pharynx and an intravenous sedative administered. The forward-viewing panendoscope—a small-caliber instrument that is long enough to permit examination of the foregut from the mouth to the third portion of the duodenum—is employed.

Figure 1 - Diagnostic esophagogastroduodenoscopy

The endoscope may be introduced either blindly, via finger-guided palpation of the pharynx, or under direct vision. The latter approach is preferable. In this approach, the instrument is advanced slowly until the epiglottis and vocal cords are visualized [see Figure 1]; it is then angled posteriorly to the esophageal introitus and gently advanced as the patient is asked to swallow. Insufflation of air is begun to distend the esophagus, which appears as a long, round tube. Frequent peristaltic waves are seen; these are normal. Mucosal surfaces must be closely inspected for signs of ulceration, stricture, tumor, or Barrett's (columnar) epithelium, which manifests itself as orange patches in otherwise pale salmon-pink esophageal (squamous) mucosa. When abnormalities are noted, biopsy, brushing for cytologic evaluation, or both should be performed. Staining of the esophagus with methylene blue may be useful in the search for Barrett's mucosa: the blue dye is avidly absorbed by the intestinal absorptive cells of the columnar epithelium. Darkly stained areas may be biopsied for confirmation.

As the endoscope is advanced, insufflation is continued, and the curve of the lumen is followed to the left as the esophagus traverses the diaphragm to enter the stomach. There is a pinched area where the diaphragm compresses the esophagus; the pinching is exaggerated when the patient is asked to sniff. If gastric folds are seen above this pinched area, a hiatal hernia is present. When the stomach is entered, the tip of the endoscope is elevated so as to center it within the gastric lumen. It should be noted that with the patient lying in the left lateral decubitus position, the stomach is also on its side, with the greater curvature at 6 o'clock, the lesser curvature at 12 o'clock, the posterior wall at 3 o'clock, and the anterior wall at 9 o'clock. Air should be insufflated to distend the stomach fully and permit careful inspection of the mucosal surfaces.

As the instrument is advanced toward the gastric antrum, its tip should be slightly elevated because the stomach has a J shape and the prepyloric region curves upward. The pylorus is normally round and may be seen to open and close with gastric peristalsis. With the tip of the endoscope positioned at the proximal gastric antrum, just under the incisura angularis, a retroflex view of the cardia and the fundus is obtained by elevating the tip of the scope and rotating the shaft to the left. This maneuver provides visual and therapeutic access to the proximal stomach.

After the stomach has been viewed, the instrument is advanced under direct vision through the pylorus and into the duodenal bulb. Insufflation of air should continue as the scope is pressed against the pylorus to facilitate passage of the instrument. The scope tends to pop into the duodenal bulb rather than slide smoothly; it should be pulled back slightly to allow one to observe the mucosal surfaces of the bulb before moving ahead. Unlike the rest of the small bowel, the duodenal bulb has no semicircular folds. The tip of the scope must be rotated slightly to permit examination of the walls of the bulb. It is advisable to pull the instrument back into the stomach while observing the walls of the bulb and the pyloric channel for lesions; several such withdrawals may be required for full assessment of this area.

Once the duodenal bulb has been examined, the endoscope is advanced just past the bulb to the point where the first duodenal folds are observed. Here, the duodenum turns sharply to the rear and downward as it becomes retroperitoneal. Advancement of the scope into the second portion of the duodenum is one of the few endoscopic maneuvers that cannot be accomplished under direct vision. Because of the sharp angle of the turn, one will experience a moment of so-called red out as the tip of the endoscope touches the mucosa during the turn. To ensure that the turn is accomplished safely, the instrument is advanced as far through the bulb as is possible under direct vision. The control handle of the scope is then rotated approximately 90° to the right as the tip of the scope is turned to the right and angled first upward, then downward. As the second portion of the duodenum appears, the scope is rotated back to its neutral position. When done correctly, the turn is actually quite easy. It should never be forced: if the instrument does not proceed easily into the descending duodenum, the scope should be pulled back and the attempt repeated. Pushing against resistance may result in perforation.

Entering the descending duodenum causes the scope to form a large loop in the stomach. Therefore, once the second portion of the duodenum is successfully entered, the shaft of the instrument is pulled back. Paradoxically, as this movement straightens the gastric loop, it also advances the tip of the instrument deeper into the duodenum. Further advancement of the instrument under direct vision often permits entry into the third or even the fourth portion of the duodenum. Once the distal limit of intubation is reached, the scope is withdrawn and the luminal surfaces carefully examined. Rotating the scope with small right-left movements of the controls and side-to-side movements of the control handle itself will help demonstrate the more subtle details of duodenal anatomy. Often, the upper GI tract is inspected more completely while the instrument is being withdrawn than while it is being advanced.

Mucosal abnormalities should be biopsied; liberal use of brush cytology in combination with biopsy enhances the yield.

Complications

EGD is an extremely safe procedure. Perhaps the most common problems associated with the technique arise from the preparatory sedation and analgesia. Respiratory depression and aspiration may occur during the procedure. Careful attention must be paid to the patient's state of consciousness and airway during the endoscopic procedure, appropriate drugs must be available to reverse sedative effects, and a suction apparatus must be ready for use at all times. Blind advancement of the endoscope by force may lead to perforation of the esophagus; this problem may be avoided by taking care never to advance the instrument against resistance.

Therapeutic Esophagogastroduodenoscopy

Control of Variceal Hemorrhage

In patients with massive upper GI hemorrhage, the first priorities are to establish a secure airway and to ensure hemodynamic stability. These priorities must be addressed before endoscopy is attempted. If the bleeding is thought to be coming from esophageal varices, it is frequently useful to perform endotracheal intubation for control of the airway before the endoscopic intervention.

Technique

A rapid but complete diagnostic upper GI endoscopic procedure is performed to determine whether varices are present and to identify the exact site of hemorrhage. Endoscopic therapy for variceal disease is then delivered by means of either sclerotherapy or rubber band ligation.

Sclerotherapy is commenced in the distal esophagus at the site of active or suspected bleeding: 2 to 3 ml of a sclerosant solution (e.g., sodium tetradecyl sulfate) is injected directly into the lumen of the varix. Additional varices can be treated in the same fashion. After the bleeding has stopped, further therapy is usually delivered at weekly intervals until total variceal obliteration is achieved.

Figure 2 - Therapeutic esophagogastroduodenoscopy: control of variceal hemorrhage

Rubber band ligation of varices has become extremely popular and has been shown to possess some clear advantages over sclerotherapy [see Figure 2]. Originally, multiple passages of the endoscope were required to allow for reloading of the bands; however, newer ligating devices permit ligation of as many as 10 varices with a single passage of the endoscope. As with sclerotherapy, the site of active or suspected bleeding is attacked first; it is most often near the esophagogastric junction. The offending varix is centered in the field of view, and suction is applied to pull it into the ligator cup, which sits on the end of the endoscope. When the varix is deep within the cup, the trigger string on the ligator is pulled, and a rubber band is released around the varix. Suction is then released, and the ligated varix is visualized. Additional ligations may be performed at the initial session; follow-up sessions are usually held at weekly intervals until total variceal obliteration is achieved.

Complications

Because aspiration of blood and gastric contents may occur during endoscopic control of variceal hemorrhage, endotracheal intubation must be considered when bleeding is massive. In many cases, general anesthesia will permit adequate airway control and a quiet operating field. Violent patient motion when the injection needle is in a varix may result in perforation of the esophagus. This is a rare complication, however; tearing of the varix, with resultant hemorrhage, is more frequent. Injection of excessive amounts of sclerosant may lead to significant ulceration and necrosis of esophageal tissue. Fever, severe infection, pleural effusion, and subsequent esophageal stricture occasionally occur after sclerotherapy. Ulceration and necrosis of tissue, with subsequent stricture, occur after rubber band ligation as well, but severe infection is less common in this setting.

Control of Nonvariceal Hemorrhage

Bleeding from peptic ulcer disease, gastritis, or vascular malformations is a common indication for EGD. Once the patient has been adequately resuscitated, endoscopy should be performed, and the entire esophagus, stomach, and duodenum should be examined thoroughly. Before the procedure is begun, the stomach should be vigorously irrigated through a large-bore tube so that as much clotted blood as possible can be evacuated. If a pool of blood is noted in the stomach, the position of the patient should be changed so as to move the pool and permit complete examination of the stomach.

The therapeutic modalities available for control of nonvariceal bleeding include (1) the injection of hypertonic saline, epinephrine (in a 1:10,000 solution), or 98% alcohol, (2) bipolar electrocoagulation, (3) the use of heater probes, (4) argon beam coagulation, (5) the application of acrylic glue, (6) the application of hemostatic clips, and (7) the use of the neodynium:yttrium-aluminum-garnet (Nd:YAG) laser.

Technique

The most popular therapeutic modalities are injection therapy, bipolar coagulation, and the use of the heater probe. Injection therapy is performed around the bleeding lesion to create edema and vasospasm in the area. The bipolar coagulator or the heater probe is applied directly to the bleeding lesion in an attempt to coapt the bleeding vessel as heat is delivered. Frequently, injection therapy is employed in conjunction with coagulation; this combination is very effective.

If there is a clot covering the ulcer base, it must be removed with suction or a snare before coagulation is attempted. If a rapidly bleeding lesion is present, the best approach often is injection therapy in adjacent areas to slow or stop the bleeding, followed by coagulation by direct coaptation. Vascular lesions are often multiple or diffuse, as in so-called watermelon stomach. Such lesions are most effectively treated by means of modalities that can be applied in a spraying fashion, such as the Nd:YAG laser or the argon beam coagulator.

Complications

Nonvariceal hemorrhage is successfully controlled by endoscopic means in more than 90% of cases. At times, however, attempts at endoscopic control may exacerbate the bleeding. Several therapeutic modalities should always be available: one may succeed when another fails. Excessive injection therapy or persistent attempts at coagulation may lead to tissue necrosis and subsequent perforation. Although the argon beam coagulator can injure tissue only to a depth of several millimeters, excessive application may result in massive distention of the bowel if care is not taken to aspirate the constantly infused argon gas frequently. The Nd:YAG laser has the potential to cause full-thickness injury to the gastric wall.

Dilation of Esophageal Strictures

When patients complain of dysphagia or odynophagia, prompt endoscopic investigation is warranted. Strictures may be secondary to reflux disease, secondary to caustic burns, or of neoplastic origin.

Technique

Endoscopy is performed in the usual fashion. It is imperative that the endoscope be advanced only under direct vision. When a stricture is encountered, its location, morphology, and length should be determined. Biopsy and cytology specimens should be gathered from the circumference of the stricture. When a stricture is present at the esophagogastric junction and the scope can easily be passed by the stricture, it is helpful to view the area from below with the tip of the scope retroflexed.

Figure 3a - Therapeutic esophagogastroduodenoscopy: balloon inflation
Figure 3b - Therapeutic esophagogastroduodenoscopy: complete dilation

Stricture dilation can be accomplished in several different ways and with several different kinds of dilators. One commonly employed method is to use the endoscope to guide the passage of a soft-tipped guide wire through the stricture; the scope is then removed, leaving the wire in place. Subsequently, dilators are passed over the guide wire, usually under fluoroscopic control. Another method for endoscopic dilation of strictures is the use of through-the-scope (TTS) hydrostatic dilating balloons. A balloon of the appropriate inflated diameter (usually no larger than 18 mm or 54 French) is selected, passed through the biopsy channel of the endoscope, and advanced under direct vision until its middle portion passes through the stricture. At the stricture site, the balloon is compressed, giving the appearance of a waist. The balloon is then inflated until the waist is fully expanded [see Figures 3a and 3b]. Full expansion is verified by fluoroscopic surveillance and the use of contrast to inflate the balloon. This second method is extremely useful for initial dilation of tight strictures in preparation for the use of other, nonendoscopic dilators or the placement of an esophageal stent.

Complications

Dilation of esophageal strictures may result in bleeding (usually minor) or perforation of the esophagus. When a patient experiences severe pain after dilation, a chest x-ray is imperative. The finding of mediastinal or subcutaneous air should prompt the immediate performance of a contrast study with a water-soluble agent to determine whether a perforation is present. Some small perforations can be managed with intravenous antibiotics and observation, but most must be managed surgically. The incidence of perforation can be minimized by avoiding excessive or forceful dilation.

Stenting of Esophageal Tumors

Under optimal circumstances, esophageal tumors should be treated by means of extirpative surgery. When surgical cure or palliation seems to have little to offer, placement of an esophageal prosthesis by endoscopic means is a reasonable approach.

Technique

Figure 4a - Therapeutic esophagogastroduodenoscopy: stenting of esophageal tumors
Figure 4b - After stent insertion

Modern esophageal prostheses are placed under fluoroscopic guidance, frequently after endoscopic balloon dilation of the tumor. During the endoscopic examination, it is useful to inject a small amount of water-soluble contrast material into the muscular wall of the esophagus just above and below the tumor; this enables one to measure the length of the tumor and select the correct stent. Once the tumor has been dilated and marked endoscopically, the scope is removed, and the expandable stent is passed into the esophagus and positioned between the endoscopic injection markings seen on fluoroscopy. The stent is then deployed and allowed to expand [see Figures 4a and 4b]. The endoscope may then be reintroduced to ensure that the prosthesis is patent and is correctly placed.

Complications

Incorrect positioning of the prosthesis is a frequent problem. Attention to the details of endoscopic marking is very important. Also crucial is correct selection of a stent: stents shorten from both ends as they are deployed, and this must be taken into account in selecting the correct stent length. On occasion, the stent may migrate as a result of tumor-related necrosis or incorrect placement. If it migrates into the stomach, it can usually be captured in a snare and retrieved.

Retrieval of Foreign Bodies

Many ingested foreign bodies pass through the GI tract uneventfully, but a good number must be removed by endoscopic means—in particular, foreign bodies in the esophagus, sharp objects that are likely to perforate the bowel, and objects that do not progress from the stomach.

If the ingested object is of an unfamiliar type, it is an extremely good idea to practice with a similar object outside the patient before attempting endoscopic retrieval. This preparatory step allows one to select the most appropriate accessory and technique for removing the object.

Technique

Objects with sharp edges should be removed with the sharp end trailing to prevent perforation. In some cases, this means that the object must be pushed into the stomach and turned around before being removed. If multiple foreign bodies are present or if it is highly likely that the foreign body will injure the esophagus if removed in the standard manner, an overtube should be placed over the scope before insertion. The overtube enables one to pass the instrument several times and retrieve any sharp objects without injuring the esophagus; it also helps ensure that the object is not aspirated into the airway. If the patient is a child, general anesthesia may be advisable.

Perhaps the best method of removing foreign bodies is to surround them with a simple polypectomy snare and secure them in the endoscope's grasp. Meat boluses that form in the esophagus or proximal to a gastric band may be extremely difficult to dislodge; the use of a variceal ligator cap to produce a suction chamber can be helpful in such situations.

Complications

Endoscopic removal of foreign bodies is extremely safe and effective. Care must be taken to ensure that the esophagus is not injured during removal of the object. If the object is deeply embedded or refractory to removal, a surgical approach is preferred.

Percutaneous Endoscopic Gastrostomy

Since 1980, endoscopically guided placement of a tube gastrostomy has been widely employed to provide access to the GI tract for feeding or decompression. Indications for percutaneous endoscopic gastrostomy (PEG) include various disease processes that interfere with swallowing, such as severe neurologic impairment, oropharyngeal tumors, and facial trauma. PEG has also been employed to establish a route for recycling bile in patients with malignant biliary obstruction, to provide supplemental feeding in selected patients with inflammatory bowel disease, and to accomplish gastric decompression in patients with conditions such as carcinomatosis, radiation enteritis, and diabetic gastropathy.

Technique

The patient fasts for 8 hours beforehand, and a single prophylactic dose of an antibiotic is administered just before the procedure is begun. The patient is placed in the supine position, a topical anesthetic is applied to the posterior pharynx, and intravenous sedation is begun. A forward-viewing endoscope is passed into the esophagus and advanced into the stomach. The abdomen is prepared in a sterile fashion and draped. The stomach and the duodenum are then inspected.

Figure 5 - Therapeutic esophagogastroduodenoscopy: percutaneous endoscopic gastrostomy
Figure 6 - Percutaneous endoscopic gastrostomy, Part 2

The room lights are dimmed, and the light of the endoscope is used to transilluminate the abdominal wall so as to indicate a point where the gastric wall and the abdominal wall are in close proximity. Finger pressure is applied to various areas of the abdomen until a spot is identified at which such pressure produces clear indentation of the gastric wall. An endoscopic snare is deployed through the biopsy channel of the endoscope to cover this spot, and a local anesthetic is infiltrated into the overlying skin [see Figure 5]. A 1 cm skin incision is made at the chosen spot, and a needle is passed through the incision and into the gastric lumen. The endoscopic snare is tightened around the needle, and a wire is passed through the needle and into the gastric lumen. The snare is moved so as to surround the wire, which is then pulled out of the patient's mouth. The gastrostomy tube is fastened to the wire and pulled in a retrograde manner down the esophagus and into the stomach. The gastroscope is subsequently reinserted to ensure that the head of the catheter is correctly positioned against the gastric mucosa [see Figure 6]

An outer crossbar is put in place to prevent inward migration of the tube and to hold the stomach in approximation to the abdominal wall. The crossbar should remain several millimeters from the skin to prevent excessive tension, which would cause ischemic necrosis of the underlying tissue.

Complications

Local wound infections are the most common complications of PEG. They can be minimized by administering preoperative antibiotics and ensuring that excessive tension is not applied to the crossbar at the end of the procedure. When such infections do occur, they can usually be treated via simple drainage and local wound care; sacrifice of the gastrostomy is rarely necessary. Several other complications, such as early extrusion of the tube, progressive enlargement of the tract, and separation of the gastric and abdominal walls with leakage of feedings into the abdominal cavity, are also most often attributable to excessive crossbar tension and subsequent ischemia. Gastrocolic fistula can occur after PEG. This problem may not be obvious for months afterward, but severe diarrhea after feedings is grounds for suspicion. Once the PEG tract is mature, gastrocolic fistulas usually close quickly after simple removal of the gastrostomy tube.

Diagnostic Endoscopic Retrograde Cholangiopancreatography

Endoscopic retrograde cholangiopancreatography (ERCP) is an advanced procedure that is technically more challenging than standard upper GI endoscopy; however, it can be mastered by most endoscopists who are willing to dedicate sufficient time to learning the method. ERCP yields a radiologic image of the pancreatic and biliary trees, and in many cases, it provides access for therapy. Indications for ERCP include suspected benign or malignant maladies of the common bile duct (CBD), the ampulla of Vater, or the pancreas. Cholelithiasis per se is not an indication for ERCP unless choledocholithiasis is suspected.

Technique

As with standard upper GI endoscopy, the patient fasts for 6 to 8 hours beforehand. Intravenous sedation is administered, and prophylactic antibiotics are given when biliary obstruction is suspected. The patient is initially placed in the left lateral decubitus position but is later rotated to the prone position after the scope is in place in the second portion of the duodenum. A side-viewing endoscope is employed because it allows the best visualization of the ampulla of Vater. The instrument is passed into the esophagus and maneuvered through the stomach, across the pylorus, and into the duodenum. Manipulation of a side-viewing instrument is a bit awkward for the novice but is easily learned.

Figure 7a - Diagnostic endoscopic retrograde cholangiopancreatography: short scope position
Figure 7b - Diagnostic endoscopic retrograde cholangiopancreatography: long scope position

Once the endoscope is in the second portion of the duodenum, it is pulled back so that the gastric loop is straightened and the tip of the scope occupies a better position with regard to the papilla. This so-called short scope position is generally best for work in the CBD [see Figures 7a and 7b]. The papilla of Vater (also known as the major duodenal papilla) appears as a small longitudinal nubbin crossing the horizontal semicircular folds of the duodenum, generally in the 12 to 1 o'clock position. At its tip, a small, soft, reticulated area may be noted; this is the papillary orifice. Often, a small mucosal protuberance is seen just proximal and to the right of the papilla of Vater; this is the minor duodenal papilla.

Figure 8 - Diagnostic endoscopic retrograde cholangiopancreatography

A small plastic cannula is passed through the channel of the endoscope and introduced into the ampullary orifice, and contrast material is injected under fluoroscopic control to provide visualization of the CBD and the pancreatic duct. The two may share a single orifice within the ampulla or may have separate orifices. The CBD exits the papilla in a cephalad direction, tangential to the duodenal wall. The bulge of the ampulla within the duodenum represents the intramural segment of the duct. The orifice of the CBD is typically found at the 11 o'clock position in the ampulla. The pancreatic duct leaves the papilla in a perpendicular fashion. Its orifice is usually in the 1 o'clock area of the papilla [see Figure 8].

Complications

When contrast material is being injected into the pancreatic ductal system, care must be taken to avoid overfilling, which can lead to acinarization, or rupture of the small ductules, with extravasation of contrast material into the pancreatic parenchyma; pancreatitis is a frequent consequence of acinarization. Cholangitis may result when contrast is injected proximal to an obstruction of the biliary tree. When obstruction is demonstrated, drainage of the system by means of stone extraction, stenting, or nasobiliary intubation is important to prevent cholangitis.

Therapeutic Endoscopic Retrograde Cholangiopancreatography

Therapeutic interventions that may be accomplished at the time of ERCP include sphincterotomy for ductal access or ampullary stenosis, removal of CBD stones, dilation of benign and malignant biliary strictures, and insertion of stents to maintain ductal patency. Pancreatic duct interventions include removal of stones, bridging of ductal disruptions, and drainage of pseudocysts [see Video 1].

Technique

Figure 9 - Therapeutic endoscopic retrograde cholangiopancreatography

All therapeutic applications of ERCP must begin with selective cannulation of the duct being treated. Frequently, a guide wire is then introduced deep into the duct to provide a means of obtaining access to the duct on an ongoing basis and to ensure correct positioning for intraductal manipulations. After electrosurgical division of the papilla, biliary stones are retrieved with balloon or baskets [see Figure 9]. Often, large stones can be captured within the duct in mechanical lithotripsy baskets and crushed before removal.

Figure 10a - Therapeutic endoscopic retrograde cholangiopancreatography: CBD strictures
Figure 10b - Therapeutic endoscopic retrograde cholangiopancreatography
Figure 11 - Therapeutic endoscopic retrograde cholangiopancreatography

Strictures should be brushed for cytologic evaluation once they have been traversed by a wire. They may then be dilated with hydrostatic balloons under fluoroscopic guidance and stented [see Figure 10a and 10b]. Plastic stents are used for most benign and many malignant strictures; however, self-expanding metal stents are now being used more frequently for malignant strictures because they remain patent longer [see Figure 11].

Complications

Perforation can occur during endoscopic sphincterotomy as a result of extension or tearing of the papilla beyond the junction of the CBD with the duodenal wall. Retroperitoneal or free intraperitoneal air may be seen. In many cases, intravenous antibiotics, hydration, and avoidance of oral intake are sufficient to manage such complications. If the patient's condition deteriorates, surgical exploration is indicated.

Bleeding may also occur with sphincterotomy. It is usually controllable with injection of epinephrine solution (1:10,000), electrocoagulation, or balloon tamponade. Arteriographic embolization of the gastroduodenal artery may be helpful in some cases. As with diagnostic ERCP, pancreatitis may occur; it usually responds to conservative measures.

Diagnostic Colonoscopy

Colonoscopy has become one of the most frequently performed endoscopic examinations. It has revolutionized the diagnosis and treatment of colonic disease and offers the promise of reducing the occurrence of colon cancer. Indications for colonoscopy include iron deficiency anemia, frank or occult rectal bleeding, a history of colonic cancer in the patient or in first-degree family members, a history or suspicion of colonic polyps, inflammatory bowel disease, and a persistent change in bowel habits. Preparation involves purging the bowel mechanically by placing the patient on a clear liquid diet for several days, then giving cathartics and enemas; alternatively, one may use osmotic lavage, in which 1 gal of lavage fluid is administered orally over a period of 4 hours. It is often helpful to administer 10 mg of metoclopramide to enhance gastric motility as preparation begins.

Technique

Sedation is accomplished as for upper GI endoscopy, and the patient fasts for 6 to 8 hours before the procedure. With the patient in the left lateral decubitus position, a rectal examination is performed. This step helps relax the anal sphincter in preparation for insertion of the scope and ensures that low-lying rectal lesions are not overlooked.

The colonoscope is introduced into the rectal vault, and insufflation of air is commenced. The instrument is advanced only when the lumen is clearly apparent. At times, only a portion of the lumen may be visible, but this is usually enough to guide advancement of the scope. Frequently, when the lumen itself is not visible, light reflected onto the colonic folds can guide one to the lumen, with the concavity of the fold indicating the direction of the lumen. In contrast with upper GI endoscopy, in which torsion on the shaft of the endoscope is rarely necessary, such torsion is the rule in colonoscopy. The shaft of the instrument is rotated with the right hand to facilitate straightening and intubation of the colon. By applying torsion to the shaft frequently and pulling back the scope as necessary, one can pleat the colon on the instrument as it is advanced. Pulling back is one of the most useful techniques for advancing the colonoscope through the colon.

The colon exhibits a number of characteristic anatomic features that are readily observed during colonoscopy. The sigmoid colon, because of its frequent turns, yields elliptical views of the lumen. The descending colon appears as a long, round tunnel with little haustration. The transverse colon has well-defined triangular folds, and the hepatic flexure may exhibit a blue hue resulting from the proximity of the liver. The cecum is recognized on the basis of the appearance of the ileocecal valve on the lateral wall, the convergence of the colonic taenia to form the cecal strap (the so-called Mercedes sign), and the presence of the appendiceal orifice.

Insertion of the colonoscope as far as the hepatic flexure is rarely difficult. Occasionally, the sigmoid colon presents a challenge, in which case placement of the patient on the back or the abdomen to change the orientation may be helpful. Once again, pulling back and straightening the scope is a highly useful maneuver. Once the scope is in the hepatic flexure looking down the right colon, pulling back, counterclockwise torsion, and the application of suction may all assist in advancing the instrument into the cecum. Changing the patient's position or applying pressure to various points in the abdomen may also be helpful. Once the cecum is reached, the instrument is slowly withdrawn while the colonic parietes are carefully examined. Biopsy and cytologic brushing may be done as appropriate, and colonic contents may be aspirated into a suction trap for examination.

Complications

Perforation is the most common complication of diagnostic colonoscopy. It may result from direct tip pressure, bowing of the shaft of the scope while a large loop is being formed, blowout of a diverticulum secondary to air insufflation, or tearing of an adhesion of the colon to an adjacent structure. The risk of perforation can be minimized by observing the lumen directly as the scope is advanced, avoiding excessive insufflation, and minimizing loop formation. Close attention to patient discomfort is important. If the patient feels poorly after the procedure, an upright chest x-ray, an upright abdominal x-ray, or a lateral decubitus abdominal x-ray should be obtained to determine whether there is any free air, which would indicate a perforation. Such situations have been successfully managed by nonoperative means in some cases, but in most cases, prompt operative intervention with primary repair of the perforation is the best approach.

Therapeutic Colonoscopy

By far the most common use of therapeutic colonoscopy is for the excision of polyps. Other applications include control of bleeding, dilation of strictures, and placement of enteral stents.

Technique

Figure 12 - Therapeutic colonoscopy: removal of pedunculated polyp
Figure 13 - Therapeutic colonoscopy: excision of sessile polyp

The development of colonoscopic polypectomy—electrosurgical excision of the polyp with a wire snare—has rendered operative colotomy unnecessary in the management of colonic polyps. Pedunculated polyps are approached by placing the snare over the polyp's head and tightening the loop around the stalk near the junction of the head and the stalk [see Figure 12]. Because the stalk is an extension of normal mucosa, it is unnecessary—and often unwise—to excise the stalk close to the colonic wall; excision near the head of the polyp is usually sufficient. Short bursts of coagulating current are applied to transect the stalk. During excision, the polyps must be moved around to prevent conduction burns to the opposing colonic wall. Once transection is complete, if the polyp is small, it may be suctioned into a trap; if it is large, it may be suctioned onto the tip of the scope and retrieved or captured in a snare or basket. Sessile polyps are more challenging and risky to excise. Accordingly, it is often preferable to excise such polyps in a piecemeal fashion [see Figure 13]. The snare is applied several times to successive portions of the polyp until it is excised down to the colonic wall. The excised fragments are then retrieved. Difficult or large sessile polyps may be elevated before excision by injecting epinephrine solution or saline submucosally into the polyp or the surrounding tissue. This maneuver makes transmural injury less likely (see below).

Figure 14 - Therapeutic colonoscopy: angiodysplasia of colon
Figure 15 - Therapeutic colonoscopy: colonic angiodysplasia after treatment

Although the use of colonoscopy to define the site of colonic bleeding is commonplace, its use to treat such bleeding is not. Diverticular bleeding often stops when colonoscopy is done, and only in rare instances is the actual bleeding diverticulum seen. In such cases, injection of epinephrine solution around the mouth of the offending diverticulum is often effective. Angiodysplasias are frequently found in the right colon, though they are rarely identified while they are bleeding [see Figure 14]. They may be treated with a variety of modalities, including bipolar electrocoagulation, injection of a sclerosant solution, and laser therapy [see Figure 15]. Currently, the argon plasma coagulator is often employed for obliteration of these lesions. This device has the advantage of being able to obliterate angiodysplasias with minimal wall penetration, thereby increasing the safety of this intervention in the thin-walled right colon.

Strictures may occur in the colon, as in the rest of the GI tract. Colonic strictures usually develop at an anastomosis, though they may also be the result of ischemia. Hydrostatic balloon dilation is very effective in treating such strictures. The balloon is introduced through the lumen of the endoscope, and dilation is carried out under direct vision, often in conjunction with fluoroscopic observation to confirm that dilation is complete. In patients with fully or almost fully obstructing tumors of the colon, self-expanding metal stents may be placed to provide decompression and at least temporary relief of obstruction. This step may avert emergency surgery or, if the tumor is inoperable, provide palliation.

Complications

Perforation may occur as a result of transmural thermal injury during polypectomy. Some perforations are immediately apparent, but others may not be noticed for several days. When perforation is documented, surgical exploration is indicated. Occasionally, a patient may present with fever and abdominal tenderness several days after polypectomy but show no free air on abdominal films. Such a patient may have a thermal injury to the bowel wall or so-called postpolypectomy syndrome and can usually be treated with intravenous fluids, antibiotics, and observation. Bleeding from the stalk of a pedunculated polyp may occur after excision; it may present immediately or may be delayed until the coagulum on the stalk separates 3 to 5 days after polypectomy. Such bleeding is a rare occurrence. When it does occur, it can be treated by injecting epinephrine solution (1:10,000) into the stalk.

Chromoendoscopy

The development of extirpative endoscopy has allowed physicians to treat several conditions that previously required open or laparoscopic surgical procedures. However, it is not always possible to see the difference between diseased and healthy tissue on endoscopy, and this limitation has precluded one-stage procedures. Identification of tissue types required biopsy, and lesion margins were impossible to determine at the time of the procedure.

Chromoendoscopy can help to identify diseased tissue and define lesion borders. This process is essentially an in vivo staining technique in which a variety of specialized stains are applied to tissues to improve their characterization. It differs from carbon-dye injection (tattooing), a technique that is used for later surgical identification, in that the stains used for chromoendoscopy are specific to the anatomic area being examined. Several chromoendoscopic dyes are commercially available in the United States [see Table 1]. Selection of a particular agent is based on the type of tissue being studied, the disease state, and physician familiarity.

One of the first agents used for chromoendoscopy was methylene blue. It was initially used in Japan in the 1970s to detect intestinal metaplasia in the stomach. Subsequent studies in the United States, Japan, and Europe independently demonstrated that methylene blue will selectively stain metaplasia in Barrett's esophagus (see above). On routine screening endoscopy in patients with Barrett's esophagus, methylene blue chromoendoscopy offers improved detection of dysplasia and early malignancy compared with four-quadrant random biopsy studies. Other reported applications include esophageal carcinoma, gastric metaplasia, oropharyngeal cancer, mucosal lesions, and heterotopic gastric mucosa.

Endoscopic Mucosal Resection

Endoscopic polypectomy marked the beginning of extirpative procedures. Subsequently, endoscopic resection techniques have continued to advance, as a result of improvements in imaging and instrumentation, along with the development of chromoendoscopy and specific techniques designed as adjuncts to tissue removal. One such technique is endoscopic mucosal resection (EMR).

EMR has its basis in the anatomy of the GI tract. Histologically, the GI tract has three layers: a superficial mucosal, a middle submucosal, and an outer muscular layer. EMR is designed to help the endoscopist remove superficial mucosal tissue while leaving the deeper submucosal and muscular layers intact. These layers can be relatively easily separated from each other by injecting a liquid that spreads within the plane of injection. This step elevates the layers superficial to the injection, thus facilitating the resection of those layers. Advantages over other resection techniques include the preservation of histologic architecture (in contrast to electrocautery or laser ablation), which allows improved pathologic assessment; the ease with which EMR can be combined with endoscopic ultrasonography; and its safety and minimal invasiveness.

EMR was first described in 1955, when submucosal saline injections through a rigid sigmoidoscope were used in the resection of rectal and sigmoid polyps. In 1973, a submucosal saline injection was employed to assist with the removal of sessile polyps throughout the colon. Additional development was accomplished in Japan in 1983, when mucosal resection was used in the treatment of early gastric carcinoma in a technique termed strip-off biopsy. The technique has been refined and is now routinely used for lesions in the esophagus, stomach, duodenum, colon, and rectum. It is widely incorporated into aggressive screening programs designed to detect early GI cancers.

EMR can be used to treat dysplastic and other premalignant lesions, as well as superficial cancers of the GI tract. One must be careful to comply with all standard principles of cancer resection, including knowledge of the depth of the lesion, its radial extent, and staging. Consequently, several criteria must be fulfilled before EMR can be viewed as a curative intervention. Classification of lesions on the basis of their endoscopic appearance can be combined with information obtained through the use of chromoendoscopy and EUS to determine the potential for EMR.

Lesion location within the GI tract is important with respect to long-term outcomes. For example, EMR can be used to treat circumferential colonic lesions but is inappropriate for esophageal lesions that extend beyond one third of the circumference, because of the risk of a late stricture.

Although specific methods differ among practitioners, several generalizations about the technical aspects can be made. First, a liquid must be injected deep to the mucosal layer, allowing separation of the wall components. Although the ideal solution for injection has not been determined, the liquid chosen must be biodegradable, biocompatible, noninflammatory, and have viscoelastic properties allowing the development of an adequate bleb. Saline, hypertonic saline, epinephrine, hyaluronic acid, and glycerol solutions are all in current use. The elevated tissue is then held in place with a grasper or suction mechanism, and snares, needle knives, or lasers are used to cut the tissue at its base. Optimal results are obtained on nonulcerated lesions that are less than 2 cm after elevation; other lesions have a high probability of submucosal lymphatic and vascular invasion.

Although complications can occur, with proper patient selection and procedural refinement they are relatively rare. Perforation has been noted, particularly when submucosal bleb formation is suboptimal. Inadequate blebs may result from insufficient liquid being injected, improper needle depth, or severe scarring of the local tissues. Bleeding has been reported to occur in 1.6% of EMR cases. This complication is relatively easily handled with a combination of electrocautery and epinephrine injection. Infection in the absence of perforation is uncommon.

Overall, EMR provides a minimally invasive means to treat early cancers in favorable locations. Patients must understand that additional resection may be required if histopathologic assessment does not show curative margins. Future development of endoscopic instruments and injection liquids will likely broaden the applicability of the procedure.

Endoscopic Ultrasonography

The 1980s saw the introduction of EUS. Extracavitary ultrasonographic methods have been hampered by the presence of air within the GI tract, which precludes high-resolution imaging. Consequently, they had been relegated to gross estimates of disease and detection of displacement of other tissues or fluid accumulation proximal to stenoses, such as ductal dilation in patients with common bile duct stones.

Three advances have proved invaluable in allowing EUS to carve out a niche in the field of GI diagnosis. First is the improvement in endoscopes that allows transducer and receiver channels to traverse a tortuous path. Second is the development of multiple frequency options in conjunction with circumferential visualization. Higher frequencies provide higher resolutions, allowing useful differentiation of the various layers of the intestinal tract. Third is the evolution of treatment protocols keyed to the accurate staging of tumors—information that is sometimes unobtainable from other imaging techniques.

This technology has now been firmly established as an accurate way to identify carcinoma. Subsequent developments are allowing EUS to expand from the field of diagnosis into the realm of intervention. Examples of EUS-guided procedures include fine-needle aspiration, lymph node sampling, and drainage of pancreatic pseudocysts.

EUS devices come in both linear and radial transducers. Radial transducers have the advantage of providing circumferential visualization that parallels the standard modes of perceiving the GI tract. Linear images allow EUS-directed biopsies, and have the potential to provide color and pulsed Doppler imaging. Probes can be mounted on the top of an oblique viewing fiberoptic scope, or come in an over-the-wire format for use in the pancreaticobiliary tree. A series of frequencies is available, with the higher frequencies providing greater resolution but less tissue depth penetration. Lower-frequency probes allow deeper tissue assessment and a broader view, but at the price of reduced resolution. Nevertheless, any form of EUS will provide better resolution than transcutaneous ultrasonography, allowing markedly improved two-point discrimination and hence more accurate tissue diagnosis.

The benefits of accurate staging of GI tumors paved the way for EUS development. Tissue sampling techniques are further benefited by this technology. The sensitivity of EUS makes it one of the best modalities for the evaluation and detection of pancreatic tumors. Its sensitivity, which is in excess of 95%, contrasts favorably with those of other modalities, including ultrasonography (75%), computed tomography (80%), and angiography (89%). The accuracy of T staging by EUS in esophageal cancer (80% to 90%) is greater than that of staging determined by CT scanning (50% to 60%). This finding has led to the development of several staging schemes that are based solely on EUS findings. EUS has established a role in the identification of early pancreatitis; the detection of common bile duct stones and mediastinal masses; and the assessment of anastomotic strictures, thickened gastric folds, and the integrity of the anal sphincter. It has also proved a useful adjunct in the determination of whether a tumor is amenable to EMR techniques or is better served by adjuvant therapies or surgical interventions.

The sensitivity of EUS is rooted in its ability to delineate the various layers of the alimentary canal. Experienced endoscopists can easily evaluate the submucosa and differentiate intramural from extrinsic masses. Characteristic patterns are readily learned and rapidly recognized, obviating tissue diagnoses in straightforward cases. Criteria have also been established to aid in the differentiation of benign and malignant lesions. With the continued use of this technique, additional algorithms will be established in conjunction with more innovative interventional adjuncts. However, two limitations have caused many practitioners to remain skeptical: cost and training issues. Other imaging modalities, such as CT and magnetic resonance imaging, have also made tremendous strides in the recent past. Although these various modalities are often considered competitors—a view arising from the perceived need for a single imaging modality—the issue of which is superior to the others pales in comparison to the benefits that can be gained from combining imaging techniques in appropriate circumstances.

Endoscopic Suturing

The ability to suture through an endoscope would open up an entire arena of new possibilities, including antireflux procedures, morbid obesity surgery, and advances in the control of acute hemorrhage, as well as improved ability to manage complications of other endoscopic techniques. Despite the development and commercial availability of numerous devices, however, design problems have relegated most applications to investigational status. For such devices to enter clinical practice, they must encompass fundamental surgical techniques: the ability to cut, suture, tie knots, and staple. These are critical for maintaining hemostasis and constructing durable anastomoses. Although these techniques are plausible with modern devices, continued innovation and experience in conjunction with a new paradigm of disease management will direct the future of endoscopic interventions.

Natural Orifice Transvisceral Endoscopic Surgery

A new area of endoscopic exploration is emerging-namely, the performance of intraperitoneal surgical procedures by means of a flexible endoscope passed through the wall of a gastrointestinal viscus. This approach, referred to as natural orifice transvisceral endoscopic surgery (NOTES), is still investigational, but it has generated a great deal of excitement in the surgical and gastroenterologic communities. Transgastric gastrojejunostomy, liver biopsy, tubal ligation, and splenectomy in a porcine model have been reported. In addition, there have been anecdotal reports and presentations of natural orifice transvisceral appendectomy in human beings in India; however, to date, there have been no published cases. Extensive laboratory investigation and clinical trials will have to be carried out before the true utility and safety of NOTES can be established.

Acknowledgment

Figures 2, 4a, 4b, 4c, 5, 6, 9, 12, 13 Tom Moore.

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