Diagnostic upper endoscopy

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CHAPTER 3 Diagnostic upper endoscopy

1 Upper gastrointestinal anatomy

1.1 The esophagus

The cervical segment of the esophagus begins at the upper esophageal sphincter, which is 15 cm from the incisors and is 6 mm long (Fig. 1). The thoracic segment of the esophagus is approximately 19 cm long. Its lumen is open during inspiration and closed during expiration. The imprint of the arch of the aorta is sometimes apparent at 25 cm from the incisors on the left. How to describe where a lesion is in terms of anterior, posterior, right, left, is very important and is shown in Figure 2. The transition between the esophagus and gastric epithelium (Z line) is identified by the change in color of the mucosa from pale-pink to reddish-pink.

1.2 The stomach

The stomach extends from the cardia to the pylorus (Fig. 3). The fundus is the portion of the stomach above the horizontal line that passes through the cardia and that is visible in a retroflexed endoscopic view. The body is the remainder of the upper part of the stomach and is delimited at its lower edge by the line that passes through the angular notch. Endoscopically, the transition from the body to the antrum is seen as a transition from rugae to flat mucosa (Fig. 4). The pylorus is a circular orifice, which leads to the first part of the duodenum.

When the patient is in the lateral left decubitus position, the greater curvature is at the bottom, the lesser curvature at the top, the posterior stomach wall on the right, and the anterior stomach wall is on the left (Fig. 4). The anterior wall can be visualized with transillumination, a technique used for PEG insertion (see Ch. 4). A normal stomach distends fully with insufflation, with the rugae flattening out (Fig. 5).

1.4 Postoperative endoscopy of the stomach and duodenum

Common post-surgical anatomy includes a Billroth I (Fig. 7), where only one lumen is present. In a Polya or Billroth II (Fig. 7), two gastrojejunal orifices are visible. The afferent limb leads to the duodenum, while the efferent limb leads to the colon.

2 Indications

Upper endoscopy (EGD) is indicated for investigation of the following presentations or for screening for pre-malignant lesions.

2.1 Dyspepsia

Age ≥50 with new onset dyspepsia:

Age <50 with dyspepsia:

2.9 Screening or surveillance in patients at risk of upper GI malignancy

Upper endoscopy is also indicated for screening pre-malignant lesions.

2.15 Familial adenomatous polyposis (See Box 4 in Chapter 1.11)

Table 1 Spigelman classification of duodenal polyps in patients with FAP

Polyp (n) 1–4 1 point
5–20 2 points
>20 3 points
Size (mm) 1–4 1 point
5–10 2 points
>10 3 points
Histology Tubulous 1 point
Tubulovillous 2 points
Villous 3 points
Degree of dysplasia Low 1 point
High 3 points

Table 2 Spigelman score

Spigelman stage Management Endoscopic surveillance
0 (0 points) Endoscopic surveillance 4 years
I (1–4 points) Endoscopic surveillance 2–3 years
II (5–6 points) Endoscopic surveillance 2–3 years
III (7–8 points) Surgery or endoscopic management 6–12 months
IV (9–12 points) Consider referral for surgery 3–6 months

5 Endoscopy technique

5.1 Handling the endoscope

The control section of the endoscope should rest comfortably in the palm of the left hand, in the V formed between the thumb and index finger (Fig. 15). The left hand controls up/down (large wheel), right/left angulation (small wheel), insufflation, water, and suction buttons, while the right hand is responsible for advancing and withdrawing the endoscope, and its axial rotation.

5.1.1 Problems with intubating the esophagus (Table 3)

A Zenker’s diverticulum can be recognized immediately (Fig. 17). It is important to determine which is the true esophageal lumen and which is the diverticulum. If there is any doubt, a guidewire with an atraumatic tip can gently be guided under fluoroscopic or visual control into the esophagus and then followed with the endoscope.

Table 3 Potential problems faced in upper endoscopy and how to manage them

Problem Cause Action required
Respiratory distress, cyanosis Incorrect endoscopy path with intubation of the trachea Remove endoscope
Desaturation associated with the following Remedy the respiratory problem by the following:
Respiratory insufficiency Remove endoscope
Cardiac insufficiency Clear out airways
Or abnormal cardiac rhythm Aspirate buccal cavity
Or laryngeal spasm Oxygenation (mask ventilation, intubation if necessary)
Regurgitation of gastric contents Elevate the patient’s head
Place them in the recovery position
Assess for bronchial aspiration
Consider chest X-ray
Unable to intubate the upper esophagus Zenker diverticulum Withdraw the endoscope and reinsert it under visual control; if necessary use a wire guide under fluoroscopy to direct the endoscope
High esophageal stricture Dilate
Looping in esophagus Diverticulum Withdraw. If necessary, pass a guidewire to the cardia under fluroscopic guidance
Hiatal hernia
Achalasia or stenosis (benign, malignant or due to external compression) Gentle dilation or use a small caliber gastroscope
Looping in stomach J-shaped stomach Withdraw to the GEJ and follow the lesser curve
Altered anatomy post-surgery Exert external pressure on the stomach
Pyloric stenosis Insert a guide wire through the pylorus and use this to guide the endoscope passage. This may require fluoroscopy if there is a complex stricture
Dilation is sometimes required

5.1.2 Advancing the gastroscope

Once in the gastric cavity (Fig. 18A), follow the lesser curvature as far as the pylorus without waiting for maximum inflation of the stomach (where there is disappearance of folds), as the gastric cavity will be examined on the way back.
To pass through the pylorus, position the endoscope just in front of the pylorus (Fig. 18B,C). Apply a little air and gentle constant pressure against the orifice using only up/down angulation.
To pass the superior flexure of the duodenum and enter the second part of the duodenum, position the endoscope at the apex of the bulb and perform the following maneuver: angulation to the right; right axial rotation through 90° and angulation upwards (Fig. 18D). This is achieved by clockwise rotation of small wheel with anticlockwise rotation of big wheel. The superior flexure of the duodenum is often passed blindly and examined on the way back.

5.2 Special situations

5.2.1 Gastroesophageal reflux disease

Gastroesophageal reflux disease (GERD) should be classified using the Savary–Miller (Table 5) or Los Angeles (Table 4) classification (Fig. 19). Longstanding or severe GERD can result in peptic stricture formation (Fig. 20) and is associated with the development of Barrett’s esophagus (Fig. 21).

Table 5 Savary–Miller classification of GERD

Grade I Single or isolated erosive lesion, oval or linear, only affecting one longitudinal fold
Grade II Eerosive and exudative lesions in the distal esophagus that may be confluent, but not circumferential
Grade III Circumferential erosions in the distal esophagus, covered by hemorrhagic and pseudomembranous exudate
Grade IV Chronic lesions including ulcer, stricture ± short esophagus, or associated with lesions of grades I–III

Table 4 Los Angeles classification of GERD

Grade Description
A ≥1 mucosal break ≤5 mm that does not extend between the tops of two mucosal folds
B ≥1 mucosal break >5 mm that does not extend between the tops of two mucosal folds
C ≥1 mucosal break that is continuous between the tops of ≥2 mucosal folds but involves <75% of the circumference
D mucosal break that involves ≥75% of the esophageal circumference

5.2.2 Barrett’s esophagus

Patients with longstanding GERD symptoms, particularly Caucasian males aged over 50, should be considered for an upper endoscopy to assess for Barrett’s esophagus (Fig. 21).

Box 3 gives guidelines for screening and follow-up of Barrett’s esophagus.

5.3 Endoscopic classification of early or superficial cancers

Cancers should be classified endoscopically using the Paris classification as Type 0–5 (Table 6). Type 0 are superficial cancers, whose endoscopic appearance suggests that the depth of penetration into the wall is not more than into the submucosa (Figs 22). Type 0 are subdivided further into I, II and III. Lesions can combine several different types of lesions which are shown in Figures 23 and 24). The clinical relevance of classifying these lesions is that it predicts the likelihood of submucosal invasion and lymph node metastases.

Table 6 Paris endoscopic classification of tumors

Type Description Endoscopic image
Type 0 Superficial lesion which can be polypoid, flat/depressed, or excavated

Type 1 Polypoid carcinoma, usually attached on a wide base

Type 2 Ulcerated carcinoma with sharply demarcated and raised margins

Type 3 Ulcerated, infiltrating carcinoma without definite limits Type 4 Non-ulcerated, diffusely infiltrating carcinoma Type 5 Unclassifiable advanced carcinoma

7 Upper endoscopy in children

7.3 Indications