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Enteral Stents in the Treatment of Colonic Obstruction
Uncovered self-expandable metal stent (USEMS) in malignant colonic
stricture process
Management of Spigelian, Obturator, and Lumbar Hernias
Laparoscopic obturator repair
Laparoscopic lumbar hernia repair
Reverse transversus abdominis release (reverse TAR)
Mesh fixation utilizing bone anchors
Management of Spontaneous and Secondary Pneumothorax
Normal lung sliding
Absence of lung sliding with no shimmering appearance of bright
pleural line
Acute Mesenteric Ischemia
Acute embolic mesenteric ischemia in the setting of chronic SMA
atherosclerosis and IMA occlusion following open exploration,
resection, and SMA endarterectomy
xxxix
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T A B  S
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C (O) E
The American Board of Surgery Certifying (Oral) Examination
Jo Buyske, MD, and Daniel L. Dent, MD
PRINCIPLE
The American Board of Surgery (ABS) was founded in 1937, with a mission to protect the public and enhance the profession. At the time, the standards for becoming a surgeon were vague and inconsistent. Some people did a Halstedian residency. Some apprenticed them­selves to surgeons. Others did internships and then were self-taught, or they skipped formal training altogether. The public had no way to distinguish the training or skill of these practitioners. The ABS and the certification process was a way to set standards for the profession and to provide a testimonial to patients that their surgeon was qualified.
Certification by the ABS is the culmination of surgical training. It is a testimonial to quality, knowledge, and judgment based on several distinct components. First, training in an Accreditation Council for Graduate Medical Education (ACGME)-accredited training pro­gram is a prerequisite for certification in nearly all cases. Second, candidates must meet the standards of training as set by the ABS, including things like passing knowledge and skills tests in laparos­copy (FLS), endoscopy (FES), trauma (ATLS), and cardiovascular events (ACLS). Candidates must meet case minimums both in the early years of training to “prepare the soil” and also during the chief year to demonstrate maturation. There are time requirements, and required observations of both clinical and operative skills. Third is a knowledge exam, the Qualifying Examination. The Qualifying or written examination is a 300-plus question, computer-based multiple choice exam designed to test foundational knowledge. all of these other qualifications have been met, the Certifying, or oral examination, is a test of judgment and applied knowledge. The two tests measure different assets, and candidates’ performance is not predictable across the two exams. That is to say, doing well on one exam does not predict doing well on the other exam. They measure different attributes, and each one is important to fulfill the ABS mis­sion of serving the public and the profession.
The Certifying Examination consists of a series of carefully cre­ated scenarios. The scenarios are the tool that supports the examiners in their charge, which is to “evaluate a candidate’s clinical skills in organizing the diagnostic evaluation of common surgical problems and determining appropriate therapy. Emphasis is placed on candi­dates’ ability to use their knowledge and training to “safely, effectively and promptly manage a broad range of clinical problems.” Addition­ally, “Technical details of operations may also be evaluated, as well as issues related to a candidate’s ethical and humanistic qualities.”
2
1
Finally, after
3
CONTENT
The content of the Certifying Examination is generally aligned with the ABS SCORE Curriculum Outline. The majority of the exam will focus on topics that are listed among the core content of the curric­ulum. The remainder of the exam will be on complications of these basic scenarios or may be taken from the advanced portion of the curriculum. for the exam comes from 13 question-writing committees. There is some overlap of the content between committees. For example, a case of septic shock secondary to a colonic perforation from an incarcerated hernia could have been put forward as content from the colorectal, hernia, or critical care committees. Each roster of cases is reviewed for breadth of content and consistency of difficulty relative to historical performance of the individual questions so exam difficulty is consistent across all rosters. Because the candidate will also be tested as to baseline surgical knowledge on the qualifying (written) exam, it is not generally expected that the candidate will be asked to regurgitate basic surgical facts. With that said, the candi­date can expect that some questions may include a list of questions asking how the candidate’s management plan might change in the face of variations of patient presentation or pathologic findings, or in the setting of intraoperative or postoperative complications. This should not necessarily be interpreted as meaning that the candidate is off track, but rather is a way of probing the candidate’s skill and judgment in managing a variety of situations.
4
While each exam roster contains 12 cases, the content
PROCESS
The Certifying Examination consists of three exam sessions that each last 30 minutes. In each session, the candidate will be presented with four case scenarios. Two examiners are used in each session to help ensure the validity of the exam. All examiners are in active practice, currently certified by the ABS, and participating in the ABS Continuous Certification Program. All of the examiners have taken the certifying exam themselves, some of them more than once. Examiners are all volunteers, and they do not receive any financial compensation for their service.
The examiners will typically alternate in presenting the case information to the candidate. In presenting the case scenarios, the goal of the examiners is to provide a clear description of each case. It is the intent of the examiners to provide sufficient information at each step in the case so the candidate may make pertinent decisions on how to progress in the workup and treatment of the patient.
The COVID-19 pandemic presented a new challenge for the administration of the Certifying Examination. The inability to administer the exam in person created a need to administer the exam in a virtual format. In the 2020–2021 academic year, the exam was administered with all candidates and examiners participating virtu­ally. This necessitated some modifications to the timing of the exam, specifically that each room was given an extra 5 minutes in case of
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2 THE AMERICAN BOARD OF SURGERY CERTIFYING (ORAL) EXAMINATION
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technical difficulties. The time allotted to answering questions did not change; if the extra time was not needed, then there was simply a short break between sessions. The candidates found the experience to be fair and the vast majority support keeping the exam in a virtual format going forward.
8
PREPARATION
The ideal preparation for the Certifying Examination is to have suc­cessfully provided evidence-based care for each condition that will be covered during the exam. Surgical residency, as currently structured by the parameters of the ACGME, Residency Review Committee (RRC), and ABS, provides strong foundation for the exam. Given the breadth of general surgery, however, it is likely that candidates will encounter scenarios they have not seen in training. Before taking the exam, candidates are encouraged to practice taking oral exams with colleagues who have successfully completed the examination process as the concise oral presentation of decision making benefits from repetition and practice. In doing so, the candidate should practice case scenarios over a wide range of pathologic conditions. Specific recommendations for preparing for the exam include the following:
Practice clarity of communication with regard to explaining the
decision-making process.
Practice anatomic descriptions of common procedures (e.g.,
inguinal herniorrhaphy) as verbalizing operative anatomy can be challenging in a high-stakes setting.
Recognize that the goal of the exam is to convey how one would
actually safely manage a patient, not to try to guess what the examiners want to hear.
Plan for management of complications and consequences of treat-
ment decisions. For example, in appropriately selected patients with colon pathology, it may be appropriate to perform primary anastomosis. However, the candidate should also know how to handle the potential consequence of an anastomotic leak. Con­versely, if the candidate initially chooses to manage the patient with a colostomy, it is reasonable to expect that the candidate can also manage ostomy ischemia and parastomal hernia.
Recognize that the exam is not a multiple-choice exam and that
each case discussion is an ongoing conversation. As the case evolves, the optimal management evolves with it. For example, it may be appropriate to initially manage a patient nonopera­tively but then convert to operative management if the patient’s condition changes.
ASSESSMENT
Examiners receive standardized training before giving an exam. This includes practice scoring, implicit bias training, and team review of the scenarios. In addition, examiners routinely get formative feedback from observers and their co-examiners. Finally, examiner scoring patterns are evaluated from a psychometric perspective, looking at patterns of consistency and severity as well as any evidence
9
of bias.
Each examiner records a score for each case to maximize the
number of independent observations that contribute to the can­didate’s total score. A total score that reflects the ability to safely care for the broad array of cases that are presented over the course of the exam is considered a passing grade. There is no preset pass or fail rate for the exam. On each scenario, candidates may be given a passing grade, a failing grade, or an equivocal grade. The equivocal grade is given when the examiners do not have enough
information to give a passing grade, such as when the candidate spends more time asking questions than answering them, or when the candidate makes multiple noncritical errors while also making a number of correct management choices. The examiners are charged with assessing the following characteristics of the candidate’s performance:
Demonstrates an organized approach and solid rationale for
planned actions.
Rapidly determines and interprets key findings in a clinical
presentation.
Effectively and efficiently uses clinical knowledge to solve clinical
problems; effectively addresses key management points.
Avoids errors and critical fails (omission and commission) asso-
ciated with the case.
Recognizes personal limitations in knowledge and expertise
when diagnosing and treating clinical problems.
Reacts in a prompt but flexible manner to alterations in the
patient’s course (e.g., disease or treatment complications).
Overall, demonstrates appropriate surgical judgment, clinical
reasoning skills, and problem-solving ability.
2,3
In answering the examiners’ questions, candidates should be able to not only state what they would do, but also concisely explain how and why they would provide the stated care.
5
SUMMARY
The ABS Certifying Examination is an assessment of a surgeon’s thought processes in managing surgical conditions. Board certifica­tion is the culmination of targeted training in accredited programs, meeting specific training requirements in order to be eligible for the exam process, and then passing a written foundational knowledge exam and an oral exam of judgment delivered by trained surgical examiners. The process serves as a testimonial that board-certified surgeons have met the standards established by the profession.
S u g g e S t e d R e a d i n g S
1. The American Board of Surgery. Training and Certification. General
Surgery Qualifying Examination (QE) https://www.absurgery.org/default.
jsp?certgsqe.
2. Kopp J, Ibanez B, Jones A, etal. Association between American Board
of Surgery General Surgery Initial Certification and risk of receiv-
ing severe disciplinary actions against medical licenses. JAMA Surg.
2020;155(5):e200093.
3. The American Board of Surgery. Training and Certification. General
Surgery Qualifying Examination (QE). https://www.absurgery.org/
default.jsp?certcehome.
4. The American Board of Surgery. Training and Certification. SCORE
Curriculum Outline for General Surgery. https://www.absurgery.org/
default.jsp?scre_booklet.
5. The American Board of Surgery. Training and Certification. Taking
the CE—What to Expect. https://www.absurgery.org/default.jsp?certce_
whattoexpect.
6. The American Board of Surgery. Training and Certification, CE Candidate
Video. https://www.absurgery.org/default.jsp?certce_video.
7. The American Board of Surgery. Training and Certification. FAQs.
htttp://www.absurgery.org/default.jsp?faq_gsce.
8. Chen H, Tseng JF, Chaer R, etal. Outcomes of the First Virtual General
Surgery Certifying Exam of the American Board of Surgery. Ann Surg.
2021;274(3):467–472.
9. Ong TQ, Kopp JP, Jones AT, Malangoni MA. Is there gender bias on the
American Board of Surgery General Surgery Certifying Examination?
J Surg Res. 2019;237:131–135.
E
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Esophageal Function Tests
Wasay Nizam, MBBS, Hamza Khan, MD, and Malcolm V. Brock, MD
he esophagus is a muscular, tubelike structure located in the posterior mediastinum. It spans from the posterior oropharynx
T
to the cardia of the stomach with three functional regions: the upper esophageal sphincter (UES), esophageal body, and lower esophageal sphincter (LES). With the aid of peristalsis and coordinated relax­ation/contraction of sphincters, the esophagus allows the transport of food boluses to the stomach and prevents the reflux of corrosive stomach contents. Assessment of esophageal motility requires eval­uating its structural integrity, peristalsis, and synchronized pressure changes of the sphincters. The diagnostic tools assessing these func­tions are termed esophageal function tests. Utilizing pressure sensors, these tests provide a dynamic demonstration of esophageal motility and an assessment of alternating pressures within the LES.
Patients presenting with dysphagia, reflux, or non-cardiac chest pain should undergo endoscopic or radiologic examination first to rule out structural lesions such as malignancy. Once these are ruled out, functional disorders secondary to esophageal dysmotility are considered (Box 1). This chapter will review commonly used tests, such as manometry and esophageal pH monitoring. Esophageal integrity may be evaluated both directly and indirectly by endos­copy or radiologic tools, respectively. These modalities will also be discussed in depth in subsequent chapters along with details on management of esophageal dysmotility disorders such as achalasia.
tip in the stomach. Characteristics of the pressure waveform after a swallowing event allow for the recognition of the UES, the esoph­ageal body, the LES, and the gastric cardia (Fig. 1). However, con­ventional manometry has several limitations including: (1) widely spaced sensors that preclude information on motor activity less than 5 cm apart, (2) unidirectional sensors unable to record pressures accurately in an asymmetrical lumen, and (3) false pressure readings during swallowing because of the tendency of the sphincters to move cephalad, dislodging the catheter.
To overcome these challenges, manometry systems have evolved to utilize more sensors (20–36) placed 1 cm apart that also record cir­cumferentially. As a result, data on various pressure points are gathered and plotted using computer software as a smooth contour plot giving a high-resolution manometry (HRM) image. Readings are presented in color-coded spatiotemporal pressure graphs called esophageal pressure topography (EPT) or Clouse plots, named after Ray Clouse, who estab- lished the technique. These topographical plots represent time on the x-axis, location of the pressure wave on the y-axis, and color denoting pressure (Fig. 2). With the advent of HRM, a smooth continuous pres­sure wave along the esophagus in real-time is now available. This led to advances in our understanding of many esophageal motor diseases that were previously puzzling, such as achalasia.
A standard protocol for esophageal manometry conduction has been outlined in version 4.0 of the Chicago Classification. The original classification scheme, proposed in 2009 by the Interna­tional HRM Working Group, was in response to rapid advances in HRM technology. But the scheme became so clinically useful that
BOX 1 Indications and Contraindications for
Esophageal Function Tests
ESOPHAGEAL MANOMETRY
Esophageal manometry remains the gold standard for assessing esophageal motility. This test permits evaluation of the contractil­ity and coordination of esophageal muscles. It measures a series of pressure events along the esophageal length and presents them as curves of amplitude over time. Originally developed in the 1950s, esophageal manometry underwent numerous modifications before becoming the state-of-the-art diagnostic tool it is today. Briefly, all versions of the manometer contain a series of sensors placed on a thin catheter that transduce intraluminal esophageal pressure into electrical signals that are then displayed as pressure waves. The orig­inal version was based on a pneumo-hydraulic system that has since been replaced by a solid-state catheter that provides a faster response and requires less technical expertise.
Conventional manometry utilizes information from sensors placed at fixed locations (5 cm) along the length of the catheter. This catheter is placed transnasally into the esophagus with its distal
Indications
• Noncardiacchestpainorheartburnwithnoimprovementfrom
acid suppression and no explanation on radiologic or endo­scopic examination
• Nonobstructivedysphagiaorodynophagiathatisunexplained
• Evaluatingesophagealperistalsisbeforeforegutsurgery
• LocalizingLEStoplaceimpendenceprobeinpreparationof
pH monitoring study
• Evaluatingdysphagiaafterforegutsurgery
• Workupofscleroderma
Contraindications
• Esophagealmasscausingobstruction
• Abnormalnasal-oropharyngealanatomyprecludingcatheter
placement
• Nonresponsivepatientsunabletofollowcommands
• Patientsonanticoagulationwithhighriskofbleeding
3
4 ESOPHAGEAL FUNCTION TESTS
Pressure, mm Hg
5 channels placed 5 cm apart
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Water-perfused catheter with
Cricopharyngeal sphincter
Esophageal body
10
30
50
80
%
cm 1
6
11
60 40 20
FIG. 1 Esophageal manometry
showing a transnasally placed cathe­ter that records a normal waveform progression. Newer solid-state cathe­ters have sensors placed 1 cm apart.
Fifth channel
with 4 sensors
at the same
level
Lower esophageal sphincter
Length
70
90
100
16
21
Resp.
18
Time
FIG. 2 Clouse plot showing a peristaltic wave after swallowing in a healthy individual. (From Baldwin D, Puckett Y. Esophageal manometry. Updated Sep 28,
2021. In: StatPearls. Treasure Island, FL: StatPearls Publishing; 2021. https://www.ncbi.nlm.nih.gov/books/NBK559237/.)
it helped accelerate esophageal HRM’s current position as the state­of-the-art diagnostic tool that has thoroughly replaced conventional line tracing. Before the procedure, patients are obliged to fast for a minimum of 4 hours, and then the procedure begins with patients in
the supine position for 10 wet (5-mL) swallows spaced 30 seconds apart. This is followed by a single multiple rapid swallow sequence (five 2-mL swallows, 2–3 seconds apart) that can be repeated up to three times. Following this, the patient is placed upright and given
ESOPHAGUS
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5
five additional wet swallows and one rapid drink challenge (200 mL of water ingested as fast as possible). More provocative testing may include the utilization of a solid swallow test, a solid test meal, or even pharmacologic provocation. Pressure sensors within the body of the catheter then record intraluminal pressure that is transmitted to an external recording device. Clouse plots generated from HRM are interpreted with consideration of the following five metrics:
1. Integrated relaxation pressure (IRP): the average deglutitive relax-
ation pressure in a 4-second window beginning at UES relaxation
2. Distal contractile integral: the product of amplitude, duration,
and length of the distal esophageal contraction
3. Distal latency: the interval between UES relaxation and the con-
tractile deceleration point
4. Peristaltic breaks
5. Pressurization patterns
Information from these indices may be applied toward the diag­noses of esophageal motility disorders. The Chicago Classification broadly divides these disorders into disorders of esophagogastric junction(EGJ) outflow or of peristalsis. A useful algorithm presented in the classification then allows for the delineation of specific disor­ders, based on manometry findings (Fig. 3).
HRM is the preferred diagnostic tool when evaluating esophageal motor function, especially when radiologic or endoscopic studies are unable to explain the patient’s symptoms. It is safe, with a low-risk profile of complications that is similar to those of nasogastric tube placement, namely, gagging, oropharyngeal discomfort, epistaxis, and rarely aspiration or perforation. Diet can be resumed immedi­ately following removal of the catheter because only topical nasal
anesthesia is used. It is an outpatient procedure requiring no seda­tion, and patients can drive home afterward. It is important, however, that patients stop H
-blockers, proton pump inhibitors, opioids,
2
nitrates, and calcium channel blockers before the study to avoid any interference with testing. Furthermore, it must be remembered that patients with a history of esophageal surgery, peptic stricture, or those with a current hiatal hernia are prone to false readings.
ESOPHAGEAL pH MONITORING
Acid reflux into the esophagus may be assessed with intraluminal pH monitoring. This can be performed with catheter-based devices or a wireless device (Bravo probe, Medtronic, Minneapolis, MN). Cathe­ter-based devices are inserted transnasally, with the distal pH probe located approximately 5 cm above the LES. This device is then left in situ for 24 hours with patients instructed to record meals, symptoms, and periods of sleep by pressing buttons on a recorder. A wireless device is placed endoscopically in the distal esophagus and attached to the esophageal mucosa with a clip. This device then transmits informa­tion to a recorder. As there is no external component to this method, patient activities, dietary patterns, and comfort levels are more natural. Furthermore, because this is a single device, pH levels are only assessed at a single level, rather than across the length of the esophagus.
pH monitoring is used to determine whether or not acid expo­sure to the esophagus is physiologic. Data gathered from the probe are correlated with symptoms, patient positioning, and relation to meals. The information from the device is then used to calculate a composite pH or DeMeester score. Scores of 14.72 (95th percentile of normal) or greater are considered abnormal. The components of the DeMeester score include the following:
FIG. 3 Esophageal motility disorders on high-resolution manometry: Chicago classification version 4.0 Hierarchical Classification Scheme. EGJOO,
Esophagogastric junctionoutflow obstruction; FLIP, functional lumen imaging probe; IBP, intrabolus pressurization; IRP, integrated relaxation pressure; LES, lower esophageal sphincter; MRS, multiple rapid swallows; PEP, pan-esophageal pressurization; RDC, rapid drink challenge; TBE, timed barium esophagram.
(From Yadlapati R, Kahrilas PJ, Fox MR, etal. Esophageal motility disorders on high-resolution manometr y: Chicago classification version 4.0. Neurogastroenterol Motil. 2021;33:e14058.)
6 ESOPHAGEAL FUNCTION TESTS
AB
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FIG. 4 Impedance testing showing (A) normal
downward movement of the bolus after swallowing and (B) reflux of the swallowed bolus.
Swallow
Swallow
Bolus entry
Bolus entry
Bolus movement
Bolus movement
downward
downward
Bolus movement
Bolus movement
upward
upward
1. Percent total time pH <4
2. Percent upright time pH <4
3. Percent supine time pH <4
4. Number of reflux episodes
5. Number of reflux episodes ≥5 minutes
6. Longest reflux episode (in minutes)
IMPEDANCE TESTING
Impedance testing utilizes the principles of current resistance. A long flexible catheter with 6 to 8 sensors is placed transnasally for 24 hours, with patients instructed to proceed with normal activity. The tube is connected to a small receiver for data recording. A small voltage is applied between two electrodes. In principle, at resting state, an electrical charge within the esophageal mucosa carries current between the catheter sensors. Because liquids permit faster ion conductivity, a liquid bolus will be sensed as a rapid decrease in impedance (resistance) between the sensors. In contrast, air is a poor conductor, and swallowed air boluses will be detected as increased impedance. Based on the direction of change, this can assess both antegrade and retrograde movement (normal peristalsis or gastro­esophageal reflux). Data on change in impedance gathered from multiple electrodes along the catheter is then used to determine the position of a bolus after swallowing and whether there is reflux back into the esophagus after it has entered the stomach (Fig. 4). Special impedance catheters are also available that combine impedance testing with assessment of esophageal pH sensors and manometry testing (high-resolution impedance manometry [HRIM]), allowing for improved diagnosis.
FUNCTIONAL LUMINAL IMAGING PROBE PANOMETRY
Functional luminal imaging probe (FLIP) panometry is an emerg­ing technology in esophageal function testing used in concert with endoscopy. It is performed with a catheter possessing a distal overlying balloon. The tip of the catheter functions as an imaging
probe, and within the balloon, electrodes are present, enabling the detection of impedance. The balloon may be inflated with saline in 10-mL increments up to 70 mL. The data from the sensors are then converted in real time to allow for assessment of the various metrics such as wall stiffness, pressure changes, diameter, volume, and EGJ dynamics. FLIP panometry may be used as a complementary tool in diagnosing esophageal motility disorders as well as intraoperatively during antireflux procedures to assess the adequacy of esophageal wraps.
CONCLUSION
Esophageal function testing can provide valuable information regard­ing the biomechanics of esophageal motility. The practicing surgeon must be well aware of the utility of these tests and be able to interpret them in light of the patient’s symptoms. Optimal outcomes require close collaboration between the radiologist, gastroenterologist, and surgeon within the clinical realm to treat these complex patients. As technology evolves, newer testing techniques may improve our understanding of complicated esophageal disease and assist with intervention.
S u g g e S t e d R e a d i n g S
Gyawali CP, Bredenoord AJ, Conklin JL, etal. Evaluation of esophageal motor
function in clinical practice. Neurogastroenterol Motil. 2013;25(2):99–133.
Hamer PW, Holloway RH, Crosthwaite G, etal. Update in achalasia: what the
surgeon needs to know. ANZ J Surg. 2016;86(7-8):555–559.
Pandolfino JE, Kahrilas PJ; American Gastroenterological Association.
AGA technical review on the clinical use of esophageal manometry. Gastroenterology. 2005;128(1):209–224.
van Hoeij FB, Bredenoord AJ. Clinical application of esophageal high-res-
olution manometry in the diagnosis of esophageal motility disorders. J Neurogastroenterol Motil. 2016;22(1):6–13.
Yadlapati R, Kahrilas PJ, Fox MR, et al. Esophageal motility disorders
on high-resolution manometry: Chicago classification version 4.0©. Neurogastroenterol Motil. 2021;33(1):e14058.
ESOPHAGUS
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7
Surgical Management of Gastroesophageal Reflux Disease
Jay Zhu, MD, and Brant K. Oelschlager, MD
astroesophageal reflux occurs when the contents and secretions of the stomach flow retrograde into the esophagus across an
G
inappropriately relaxed or compromised lower esophageal sphinc­ter. Although nearly everyone experiences symptomatic episodes of reflux to some degree in their lifetime, gastroesophageal reflux disease (GERD) is a condition characterized by chronic symptoms or complications related to gastroesophageal reflux. GERD is a com­mon diagnosis, affecting up to 20% to 30% of the US population and costing an estimated $12 billion to $20 billion in direct healthcare expenditure annually. The high incidence of GERD in the United States and other Western countries is also thought to be the primary reason behind the rising incidence of esophageal adenocarcinoma over the past four decades. In this chapter, we discuss the surgical evaluation and technical approach to gastroesophageal reflux disease.
PRESENTATIONS OF GERD
Symptoms related to GERD can be divided into typical, atypical, and alarm symptoms (Box 1). Typical symptoms of GERD are the classic esophageal manifestations of gastroesophageal reflux, which include heartburn and regurgitation. Atypical symptoms encom­pass the extraesophageal manifestations of reflux such as cough, dysphonia, sore throat, globus sensation, and noncardiac chest pain. Although GERD can be clinically diagnosed in patients presenting with typical symptoms, patients presenting primarily with atypical symptoms require further investigation to rule out other causes. For surgeons, distinguishing typical from atypical symptoms is useful in assessing the likelihood that a patient’s symptoms are attributable to GERD and thus will respond to surgical intervention. Patients with heartburn and regurgitation tend to be more responsive to
acid suppression therapy and experience higher rates of symptom resolution after antireflux surgery (ARS) when compared with those presenting with atypical symptoms.
Alarm symptoms are ones that raise suspicion for malignancy and other complications of GERD. These include weight loss, early satiety, dysphagia, odynophagia, and signs of gastrointestinal bleed­ing. Alarm symptoms should never be attributed solely to uncompli­cated GERD, and patients presenting with these symptoms require further workup. The chronic inflammation and irritation associated with reflux can lead to intraesophageal complications such as peptic stricture, Barrett’s metaplasia, and esophageal adenocarcinoma. Less commonly, reflux can also lead to extraesophageal complications such as laryngopharyngeal reflux and lung injury from aspiration. Exacerbations of asthma or interstitial lung diseases are unusual manifestations of GERD but clear reasons to consider surgical inter­vention. It is important to mention that decisions regarding ARS in patients with complications of GERD are often shared across disci­plines. When treating patients with GERD-related complications, we often work closely with colleagues in gastroenterology, otolaryngol­ogy, or pulmonology depending on the specific complication.
DIAGNOSIS AND PREOPERATIVE
EVALUATION
The primary purpose of preoperative of testing in the surgical evalua­tion of GERD is to (1) confirm the correct diagnosis, (2) evaluate the anatomy (e.g., the presence of a hiatal hernia), and (3) rule out con­current esophageal or gastric pathology before surgery. We routinely obtain the following tests before surgical consultation for GERD.
pH testing: Ambulatory pH monitoring in patients off acid
suppression therapy is the gold standard for diagnosing GERD.
This is accomplished using either a 24-hour dual-probe catheter
system placed transnasally or a 48-hour wireless capsule placed
endoscopically. Both tests rely on correct spacing above the lower
esophageal sphincter and generate a composite score based on the
frequency and duration of distal esophageal acid exposure (i.e.,
pH below 4). A DeMeester composite score above 14.72 or total
distal esophageal acid exposure time greater than 5% to 6% are
commonly used thresholds indicative of pathologic reflux.
Upper endoscopy: The presence of LA Grade C or D esophagi-
tis (Table 1; Fig. 1), Barrett’s metaplasia, or a peptic stricture on
BOX 1 Presenting Symptoms of Gastroesophageal
Reflux
Typical Symptoms
Heartburn (also known as pyrosis) Regurgitation Acid brash
Atypical Symptoms
Cough Wheezing Dyspnea/shortness of breath Voice changes Sore throat Globus sensation
Alarm Symptoms
Dysphagia Odynophagia Anorexia/early satiety Weight loss Gastrointestinal bleeding
TABLE 1 The Los Angeles Classification of
Esophagitis
Grade Lesion
A One (or more) mucosal break <5 mm long
that does not extend between the tops of two mucosal folds
B One (or more) mucosal break >5 mm long
that does not extend between the tops of two mucosal folds
C One (or more) mucosal break that is con-
tinuous between the tops of two or more mucosal folds but that involves <75% of the circumference
D One (or more) mucosal break that
involves at least 75% of the esophageal circumference
8 SURGICAL MANAGEMENT OF GASTROESOPHAGEAL REFLUX DISEASE
Grade A
Grade C
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Grade B
Grade D
FIG. 1 The Los Angeles classification of esophagitis. Grades A to D are illustrated as described in Table 1. (From Nayar DS, Vaezi MF. Classifications of esophagi-
tis: Who needs them? Gastrointest Endosc. 2004;60[2]:253–257.)
endoscopy are all findings that confirm the diagnosis of GERD. In the case of peptic strictures, serial endoscopic dilations can pro­vide therapy before ARS. Furthermore, endoscopic examinations are useful in identifying hiatal hernias, retained food suggestive of delayed gastric emptying, and other gross pathology involving the esophagus and stomach.
Manometry: We use esophageal manometry in the setting of
GERD primarily to help determine the type of fundoplication to perform. Our preference is to perform a complete 360-degree posterior (Nissen) fundoplication for patients who exhibit nor­mal esophageal motility as this is likely the most durable treat­ment for reflux. For patients who have ineffective esophageal motility according to Chicago Classification version 4.0 (updated in 2020), we consider performing a partial 270-degree posterior (Toupet) fundoplication to avoid issues with postoperative dys­phagia. Obtaining a manometry study also serves to rule out achalasia and other named esophageal motility disorders, which can sometimes present with symptoms that overlap with GERD.
Barium Esophagram: Combined with the aforementioned stud-
ies, an upper GI barium esophagram increases the sensitivity of diagnosing a hiatal hernia or identifying other anatomic abnor­malities such as an esophageal diverticulum. This is especially relevant when the treating surgeon is not the one performing the preoperative endoscopy. Furthermore, a high-quality barium esophagram is particularly useful in understanding the anatomy and geometry of a previously constructed wrap in patients with postoperative concerns or complications.
INITIAL MANAGEMENT AND INDICATIONS FOR SURGERY
With rare exception, all patients should be on acid suppression therapy with a proton pump inhibitor (PPI) before being considered for ARS. It is important to ensure that patients are taking PPIs con­sistently and correctly (usually 40 mg daily) to maximize the drug’s efficacy and assess for a clinical response in symptoms. In general, PPIs are well-tolerated, and adverse reactions or side effects such
as nausea, diarrhea, constipation, and abdominal discomfort are rare. Patients who report preoperative issues with bloating may be evaluated for delayed gastric emptying and should be counseled on the risk of worsening gas bloat when weighing the risks and benefits of ARS.
Indications for Surgical Management of GERD
The primary reason to perform ARS is for symptomatic control to reduce suffering and improve patients’ quality of life. Fundoplication has not been shown to reduce rates of esophageal adenocarcinoma or improve survival outcomes. Accordingly, the most common indica­tion for ARS is the presence of persistent symptoms that affect qual­ity of life despite maximal medical therapy. As previously discussed, patients who exhibit atypical or alarm symptoms should undergo appropriate workup and/or interdisciplinary consultation as indi­cated. In patients with atypical symptoms and objectively confirmed reflux, we estimate that approximately one-third of these patients may not see improvement in their symptoms following ARS. Thus, it is important to counsel such patients carefully when weighing the risks and benefits of an operation. In general, patients presenting with typical GERD symptoms that are partially mitigated with acid suppression (or worsen when stopping acid suppression) are most likely to experience significant improvement following ARS.
Although the inability to tolerate acid suppression therapy is an indication for surgical management, true medication intolerance in the treatment of GERD should be rare. More commonly, patients will present with hesitancy or concerns surrounding long-term acid suppression therapy, with many seeking a definitive solution to their reflux. In patients who have well-controlled symptoms on a PPI, we typically advise against surgical intervention because the risks and side effects of ARS outweigh the risks of regular acid suppression therapy. Stated differently, it is very difficult to improve upon medi­cally well-managed symptoms through an operation.
Finally, some patients with interstitial lung disease and objective findings of GERD may benefit from ARS. Data suggest that ARS can slow the deterioration of pulmonary function in these patients,