Overview of Interventional Endoscopy
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Upper Gastrointestinal Bleeding: Incidence and Signs
Incidence
Acute gastrointestinal bleeding is the most common emergency in gastroenterology. Ninety percent of all acute hemorrhages arise in the upper gastrointestinal tract, approximately 9 % in the colon, and approximately 1 % between the ligament of Treitz and the ileocecal valve (Figs. 4.8, 4.9). The incidence is age-dependent, ranging from approximately 30:100 000 in young individuals to as much as 400:100 000 in persons over age 75 according to published reports. The overall mortality rate is approximately 15%; it is markedly lower in young patients, rising to 40% in elderly patients with multiple morbidity.
Causes
The most frequent cause is ulcer bleeding associated with the ingestion of nonsteroidal anti-inflammatory drugs (NSAIDs). This type of bleeding usually occurs early during NSAID use and may occur even at low doses. The concomitant use of corticosteroids significantly increases the risk, and concurrent anticoagulant use can increase it dramatically.
Symptoms
The main symptoms of upper gastrointestinal bleeding are hematemesis, melena, and signs of hemorrhagic shock.
The major problems associated with upper gastrointestinal bleeding are hemorrhagic shock and aspiration pneumonia (bleeding and vomiting). They dictate the priorities that are followed in primary treatment:
- Hemodynamic stabilization
- Maintenance of adequate respiration
- Identifying the source of bleeding and hemostasis
- Prevention of rebleeding
Cardinal symptoms and likelihood of massive bleeding |
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General symptoms |
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Upper Gastrointestinal Bleeding: Primary Treatment
Hemodynamic Stabilization
Is there impending or frank hemorrhagic shock (Table 4.3)?
Caution: Symptoms may be masked by:
– Beta-blocking drugs
– Vasovagal bradycardia
– Preexisting hypertension
Note:
– An orthostatic rise in the heart rate by more than 20 bpm suggests a blood loss greater than 500 mL
– A blood pressure differential > 15-20 mmHg between sitting and lying down suggests a blood loss greater than 1000 mL
Treat for shock before performing endoscopy!
– Place two large-caliber i. v. lines as soon as possible.
– Augment the circulating volume (preferably with a crystalloid such as 100 mL physiological saline solution or Ringer lactate).
– Goal: Heart rate < 100 bpm, blood pressure > 100 mmHg
Necessary laboratory tests
– Blood for typing, cross-matched blood, blood count, coagulation values, electrolytes
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Maintaining Adequate Respiration
Clear the airway (Caution: vomited blood).
Suction the airway as needed.
Administer O2 by nasal catheter.
Intubate if necessary (Table 4.4).
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Identify the Source of Bleeding and Stop the Bleeding
Preendoscopy checklist
– Adequate treatment for shock?
– Need to intubate before endoscopy?
– Time for blood replacement? (If Hb < 8, try to transfuse before endoscopy.)
– Open surgery instead of endoscopy (Table 4.5)
Identify the source of bleeding
– Always perform complete esophagogastroduodenoscopy (EGD) according to standard protocols.
– If one bleeding site is detected, always look for another potential source of bleeding.
– It is not unusual for multiple sources of bleeding to coexist.
Hemostasis
– The most frequent sources of upper gastrointestinal bleeding are ulcers and varices (Fig. 4.9).
– Hemostatic modalities include pharmacological therapy, balloon catheter insertion, injection therapy, thermal methods, banding, and transjugular intrahepatic portosystemic shunting (TIPS). The method of choice is determined by customary recommendations and by the technical capabilities and interests of the endoscopy department.
– The goals of endoscopic treatment are always to control active bleeding and prevent rebleeding. Endoscopic techniques are appropriate for the sources of bleeding listed in Table 4.6. Necessary instruments and equipment are listed in Table 4.7.
Prevent rebleeding
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Bleeding Esophageal Varices and Fundic Varices: Medications and Tubes
The mortality rate due to variceal bleeding (Fig. 4.10) is high, at 15-30%. The recurrence rate after an initial bleed is approximately 60% during the first two weeks. One third of varices will stop bleeding spontaneously.
Treatment Methods
The following treatment methods are used:
Pharmacological
– Terlipressin plus nitrate
Balloon tamponade
– Sengstaken-Blakemore tube (for esophageal varices)
– Linton-Nachlas tube (for fundic varices)
Endoscopic
– Sclerotherapy
– Banding
TIPS
Operative treatment
Besides the control of bleeding and prevention of rebleeding, additional therapeutic measures may be taken depending on the clinical situation (Table 4.8).
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Pharmacological Therapy of Bleeding Esophageal Varices
Principle and Key Characteristics
Principle: medication to lower the portal venous and intravenous pressure
Vasopressin and terlipressin are the only two medications that have been approved for the treatment of bleeding esophageal varices.
– Terlipressin is superior to vasopressin owing to its longer half-life.
– Terlipressin should be combined with nitrates due to possible side effects (ischemia and necrosis).
Pharmacologic therapy is an acceptable alternative to balloon tamponade if emergency endoscopy cannot be performed.
Materials
Terlipressin
Glyceryl nitrate
Intravenous access
Perfusor and perfusor tubing
Syringes
Technique
Terlipressin, 2 mg by i. v. bolus
Repeat at 1 mg every four to six hours
Duration: two to three days
Always combined with glyceryl nitrate i.v. by perfusor, 14 mg/hour
Balloon Tamponade
Principle and Key Characteristics
Principle: external compression of the bleeding varix with an inflated balloon
Suitable if emergency endoscopy is not an option or as a temporizing measure after unsuccessful endoscopic or operative treatment or TIPS
Esophageal varices: Sengstaken-Blakemore tube (two balloons)
Fundic varices: Linton-Nachlas tube (one balloon)
Problems
Pressure necrosis
Aspiration pneumonia
Rupture of the cardia
Retching or vomiting may dislodge the tube, causing airway obstruction (Tube can be cut in an emergency; keep scissors handy)
Materials
Sengstaken-Blakemore or Linton-Nachlas tube
Topical anesthetic
Lubricant
Padding
Adhesive tape
Manometer
50-mL syringe
Clamps
Technique
Do not tamponade if the patient is vomiting.
Check the tube for air tightness before use.
Smear the tube and balloon with lubricant.
Anesthetize the nasal mucosa.
Squeeze residual air from the balloon.
Insert the tube transnasally, advancing to 50 cm.
Sengstaken–Blakemore tube
– Inflate the gastric balloon to 150 mL and clamp off. Slowly withdraw the tube until a springy resistance, synchronous with respirations, is felt.
– Secure the tube with strong adhesive tape.
– Pad the tube at the nostrils.
– Inflate the epithelial balloon to 45 mmHg by manometry, then clamp.
Linton–Nachlas tube
– Inflate the balloon to 400 mL
– Withdraw until a springy resistance is felt.
– Secure in place.
– Add another 200 mL
Deflate the tube for 30 minutes every six to eight hours.
Maximum duration of tube placement: 24 hours.
Bleeding Esophageal Varices: Sclerotherapy
Endoscopic Treatments
The treatment of choice for bleeding varices is endoscopic therapy. The following methods are available:
Sclerotherapy with polidocanol (esophageal varices)
Rubber band ligation (esophageal varices)
Sclerotherapy with Histoacryl (fundic varices)
Sclerotherapy with Polidocanol (Ethoxysclerol)
Principle and Key Characteristics (Fig. 4.11)
Principle: compression and thrombosis of the varix, induction of inflammation with subsequent scarring
Paravariceal or intravariceal injection
Established therapy
Advantages
– Good in cases where vision is poor
– Relatively easy to perform
Materials
Endoscope
Suction pump
Water jet
Sclerotherapy needle, 4-6 mm long
Polidocanol 0.5-1 %
Technique (Figs. 4.12, 4.13)
- Lateral position with the upper body elevated
- No pharyngeal anesthesia
- Pulse oximetry
- The instrument is inserted, and the bleeding varix is identified.
- Injection is begun close to the cardia.
- Intravariceal and paravariceal injection
- – 0.5 mL injected on both sides of the varix (produces compression, inflammation, fibrosis)
- – 1.0 mL injected directly into the varix (induces thrombosis)
- – Maximum of 2 mL per injection site
- – 0.5 mL injected on both sides of the varix (produces compression, inflammation, fibrosis)
- If there is postinjection bleeding, advance the endoscope and compress the varix for approximately one minute.
- If no further bleeding occurs, sclerose any varices that show signs of an increased bleeding risk.
- If treatment is unsuccessful, discontinue sclerotherapy and insert a Sengstaken-Blakemore tube.
Aftercare
See Management of Bleeding Varices, page 88.
Complications
Sclerotherapy ulcer
Esophageal stricture
Esophageal perforation
Pleural effusion
Bleeding Esophageal Varices: Banding
Principle and Key Characteristics
Varix is sucked into a sleeve at the endoscope tip and ligated with an elastic band.
Induction of thrombosis, necrosis, and scarring
Established therapy
Advantages
– Low complication rate
– Overall mortality and mortality due to bleeding are lower than in sclerotherapy
– Early rebleeding is less common than with sclerotherapy
Disadvantage
– Limited vision in cases with massive bleeding
Materials (Fig. 4.14a)
Endoscope
Suction pump
Water jet
Variceal ligation set (multi- or single-band ligator)
Technique (Figs. 4.14 b, 4.15)
- Use a standard endoscope with an overtube.
- Advance the overtube.
- Perform a complete EGD.
- Withdraw the endoscope.
- Set up the endoscopic and ligation set.
- Reenter through the overtube.
- Begin the ligation near the cardia.
- Entrap the varix, suck the varix into the sleeve, and release the elastic band.
- Usually three or four bands are applied per sitting, but considerably more may be placed if needed.
- If bleeding is severe and it is difficult to identify the source, band the distal varices.
Aftercare
Repeat three or four times at two-week intervals.
Reexamine at three months.
Complications
Early: perforation of the hypopharynx or esophagus by the overtube
Late: strictures, stenoses
Sclerotherapy of Fundic Varices, TIPS, and Operative Treatment
Principle and Key Characteristics
Principle: The varices are obliterated with a tissue adhesive.
Sclerotherapy with cyanoacrylate (Histoacryl) is the treatment of choice for fundic varices (Fig. 4.16).
Materials
Endoscope
Suction pumps
Water jet
Disposable sclerotherapy needles, 6 mm long with 0.7 mm outer diameter
Histoacryl
Lipiodol
Protective eyewear
Distilled water
Silicone oil
Technique
- Use protective eyewear.
- Draw Histoacryl and Lipiodol (1:1) into a 2-mL syringe.
- Flush the sclerotherapy needle with distilled water (Histoacryl polymerizes on contact with electrolytes).
- Introduce silicone oil into the working channel.
- Insert the syringe.
- Inject 0.5-1 mL into the varix.
- Flush with water.
- Retract the needle into the plastic sleeve, and wait one minute for the Histoacryl to polymerize before completely withdrawing the needle through the endoscope.
- If this is unsuccessful, insert a Linton-Nachlas tube.
Complications
Histoacryl embolism
Sclerotherapy ulcer
Transjugular Intrahepatic Portosystemic Shunt (TIPS)
Principle and Key Characteristics (Fig. 4.17)
Principle: A connection is established between the hepatic vein and intrahepatic portal vein branch.
A puncture needle is passed to the right hepatic vein through a transjugular catheter, and the intrahepatic portal vein branch is punctured. The puncture tract is dilated and then stabilized with an expanding stent.
Last recourse for refractory bleeding.
Operative Treatment
Principle and Key Characteristics
Principle: surgical creation of a portosystemic anastomosis.
Not practical in emergency situations.
Considerably higher mortality compared with TIPS.
Bleeding Ulcers: Nonoperative Therapies
Incidence and Symptoms
Fifty percent of all acute upper gastrointestinal hemorrhages are caused by a bleeding ulcer (Fig. 4.18). It is estimated that approximately 20% of all patients with recurrent gastric or duodenal ulcers experience bleeding. This may be an oozing hemorrhage with gradual progression of anemia or may present as an acute, massive, life-threatening hemorrhage.
The symptoms are variable and may be very subtle, particularly in NSAID users. Approximately 80 % of bleeding ulcers will stop bleeding spontaneously, and 20 % of those will rebleed. The mortality rate is 6-15 %. Acute bleeding can be successfully controlled by endoscopic treatment in over 85 % of cases. The risk of recurrence after primary hemostasis is 20-25%.
Nonoperative Treatment Methods
The following nonoperative treatment modalities are used:
Pharmacological therapy
Endoscopic techniques
– Injection therapy: epinephrine, physiological saline solution, polidocanol, ethanol, fibrin glue
– Hemostatic clips
– Thermal methods: laser, electrocoagulation, argon plasma coagulation
Indications for Endoscopic Treatment
The Forrest classification is used in selecting patients for endoscopic treatment (Table 4.9; Figs. 4.19, 4.20). Treatment is indicated for Forrest classes Ia and Ib, which are actively bleeding lesions, and for a high percentage of recurrent ulcers of class IIa. For class IIb lesions, an effort is made to flush away the adherent clot. If this is successful, the treatment decision is based on the new finding. Removing the clot may induce active bleeding, leave a “visible vessel,” or expose a hematin- or fibrin-covered ulcer base.
If the bleeding cannot be controlled endoscopically, prompt operative treatment is indicated.
Class | Bleeding activity | Risk of rebleeding (%) |
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I | Active bleeding | |
Ia | Spurting hemorrhage Oozing hemorrhage | 90 |
Ib | Oozing hemorrhage | 30 |
II | Signs of hemorrhage without active bleeding | |
IIa | Visible vessel | 50–100 |
IIb | Adherent clot | 20 |
IIc | Hematin on ulcer base | <5 |
III | Ulcer base with no signs of bleeding | <5 |
Forrest Class I-IIa lesions are an indication for endoscopic treatment
Bleeding Ulcers: Forrest Classification
Bleeding Ulcers: Pharmacological Therapy and Injection Techniques
Pharmacological Therapy of Bleeding Ulcers
Hemostasis cannot be achieved with medical therapy alone. PPI are used, but their benefit is still unproved. If H. pylori is detected, eradication therapy should be performed. This can expedite healing and lower the risk of recurrence. NSAIDs should be discontinued.
Endoscopic Techniques
The treatment of choice is endoscopic hemostasis (injection therapy, hemoclips, thermal methods).
Injection Therapy
Key Characteristics
Epinephrine
– Therapy of choice
– Safe, economical, can be used to treat rebleeding after prior hemostasis with polidocanol
Polidocanol
– Very effective, especially after initial use of epinephrine
– Problem: enlarges tissue lesion, should not be used to treat rebleeding
– Agent of second choice
Fibrin glue
– Two components (fibrin and thrombin) form a fibrin clot when mixed together. They are mixed at the time of injection.
– Excellent tissue compatibility; very costly, laborious technique
– Very effective for rebleeding
Physiological saline solution, glucose, ethanol
– Very rarely used today as a solitary treatment
Materials
Endoscope
Suction pumps
Water jet
Single-lumen injection needles for epinephrine and polidocanol, double-lumen needles for fibrin glue
Epinephrine 1:10 000 in physiological saline solution, 1 % polidocanol, fibrin glue
Technique
- Epinephrine (Fig. 4.21)
- – Make several injections of 1 mL each around the bleeding ulcer.
- – Then inject 1-2 mL into the bleeding site at the ulcer base.
- – Make several injections of 1 mL each around the bleeding ulcer.
- Polidocanol
- – Inject 1 mL of polidocanol into the bleeding site.
- – Caution: Inject no more than 2 mL per ulcer; more could cause a substantial tissue lesion.
- – Inject 1 mL of polidocanol into the bleeding site.
- Fibrin glue
- – Preflush the needle with physiological saline solution.
- – Inject 2 mL of both components into the bleeding site through a double-lumen needle.
- – Then flush the needle with physiological saline solution.
- – Preflush the needle with physiological saline solution.
Bleeding Ulcers: Hemoclip Application and Thermal Methods
Hemoclip Application
Principle and Key Characteristics
Principle: compression of the lesion or bleeding vessel with a metal clip
Safe, appears as effective as injection therapy, causes no tissue damage, relatively low cost
Excellent for treating “visible vessels” and arterial hemorrhages, Dieulafoy ulcer, and bleeding after polypectomies
Materials
Endoscope
Suction pumps
Water jet
Hemoclips with applicator
Technique
- Load the hemoclip onto the applicator and insert.
- Apply the hemoclip to the bleeding vessel.