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Contributors
ThomasC.Tsai Division of General and Gastrointestinal Surgery, Massachusetts
General Hospital, Boston, MA, USA
SaraWelinsky Columbia University Medical Center, New York, NY, USA
Erik B. Wilson Division of Minimally Invasive and Elective General Surgery,
Department of Surgery, McGovern Medical School, University of Texas Health Science Center at Houston, Houston, TX, USA
AricWogsland
Department of General Surgery, University Hospitals of Cleveland,
Cleveland, OH, USA
NatanZundel Department of Surgery, University at Buffalo, Miami, FL, USA
Gastroesophageal Reflux Disease: Workup andEvaluation
MarcoDi Corpo, KamilNurczyk, andMarcoG.Patti

General Considerations

Gastroesophageal reux disease (GERD) is the most frequent gastrointestinal disor­der with an increasing incidence likely due to the rising obesity epidemic [1]. GERD is secondary to the backow of gastric contents through an incompetent gastro­esophageal junction (GEJ), causing symptoms and/or complications [2]. The most common GERD symptom is heartburn, often associated with regurgitation and dys­phagia. However, some patients may present with atypical or extraesophageal symptoms such as laryngitis, hoarseness, cough, or asthma.

Clinical Findings

1

Symptoms

GERD patients may present with typical “esophageal” symptoms or atypical “extra­esophageal” symptoms (Table1.1).
There is some evidence about the value of empiric medical therapy with proton pump inhibitors (PPI) for GERD patients presenting with heartburn and regurgitation, the so called “PPI trial,” which consists of a 14-day course of high-dose PPI, on the assumption that a response would conrm the diagnosis of GERD.In the American College of Gastroenterology (ACG) guidelines published in 2013, the PPI trial strat­egy was proposed as a diagnostic method, based on the extent of symptom relief [3].
M. Di Corpo Department of Surgery, University of North Carolina, Chapel Hill, NC, USA
K. Nurczyk · M. G. Patti ( Departments of Surgery and Medicine, University of North Carolina, Chapel Hill, NC, USA e-mail: marco_patti@med.unc.edu
© Springer Nature Switzerland AG 2021 N. Zundel et al. (eds.), Benign Esophageal Disease,
https://doi.org/10.1007/978-3-030-51489-1_1
*)
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2
M. Di Corpo et al.
Table 1.1 Symptoms associated with gastroesophageal reux disease (GERD)
Clinical presentation of GERD Esophageal Heartburn
Regurgitation Dysphagia
Gastric Bloating
Early satiety Belching Nausea
Pulmonary Aspiration
Asthma Wheezing Cough Dyspnea
Ears, nose, throat Globus
Water brash Hoarseness
Cardiac Chest pain
Conversely, it has been shown by Patti etal. [4] that 30% of ~800 patients with symptom and endoscopy-based GERD diagnosis (excluding patients with biopsy­proven Barrett’s esophagus) referred for esophageal function testing had a normal esophageal acid exposure as determined by esophageal manometry and 24-hour pH monitoring. These results were later conrmed by Bello etal. [5] in a similar study, showing that among 134 patients referred for laparoscopic anti-reux surgery (LARS) with a diagnosis of GERD based on symptoms and endoscopy, 24-hour pH monitoring showed that 42% (56 patients) had a normal reux score. Two of those patients were found to have type II achalasia by high-resolution manometry.
Based on these and similar data, the World Gastroenterology Organization (WGO) guidelines, published in 2017 [6], have discouraged the use of the PPI trial as a diagnostic method due to the lack of sensitivity and specicity.
Clinical Evaluation
Given this evidence, GERD patients should undergo a thorough objective evalua­tion prior to surgical treatment.

Endoscopy

Often this is the rst test done, particularly when dysphagia is present, to rule out complications (such as a stricture) or other conditions such as eosinophilic esopha­gus or cancer [7, 8]. However, EGD presents two major limitations: [1] about 2/3 of GERD patients do not have esophagitis and [2] there is major inter-observer vari­ability for the low grade of esophagitis [9]. In order to classify the EGD ndings, the “Los Angeles” (LA) classication was introduced by Lundell etal. [10]. Mucosal breaks were graded as A, B, C, or D based on the severity of the erosions (Table1.2).
1 Gastroesophageal Reux Disease: Workup andEvaluation
Table 1.2 Los Angeles classication system for esophagitis
Los Angeles grading system for esophagitis
Grade A
Grade B Mucosal breaks >5mm long, none of which extends between the
Grade C
Grade D
Mucosal breaks ≤5mm long, none of which extends between the tops of the mucosal folds
tops of two mucosal folds
Mucosal breaks that extend between the tops of ≥2 mucosal folds, but that involve <75% of the esophageal circumference
Mucosal breaks that involve ≥75% of the esophageal circumference
Unfortunately, there is evidence of high inter-observer discrepancy among lower LA grades [11], and due to this observation, the Esophageal Diagnostic Advisory Panel recommends further studies such as 24-hour pH monitoring in order to certify GERD [12].

Barium Swallow

The barium swallow is used to assess anatomical and functional characteristics of the swallowing process (pharynx, esophagus, and GEJ), while the sensitivity and speci­city for the diagnosis of GERD is low. Bello etal. [6] conrmed these data by nd­ing positive radiological reux signs in less than 50% of GERD patients (whose diagnosis was obtained by pH monitoring). Furthermore, a study from the Netherlands [13] found similar results when comparing barium swallow to 24-hour pH-imped­ance monitoring for GERD diagnosis (sensitivity 46% and specicity 44%).
On the other hand, barium swallow gives valuable information about esophageal and GEJ anatomy, and helps to determine the presence, size, and type of hiatal hernias. Moreover, it can assess GERD complications such as ring or strictures [3, 14] (Fig.1.1).
3

Esophageal Manometry

This study provides information about the exact location of the LES (important for the correct positioning of the pH catheter), and about LES pressure and relaxation. In addition, it characterizes esophageal peristalsis, rules out achalasia, and allows the choice of the proper anti-reux operation (Fig.1.2).

Ambulatory pH Monitoring

Ambulatory 24-hour pH monitoring is considered the gold-standard test for GERD diagnosis, having a reported sensitivity and specicity around 90% [3, 15]. It is the only study that can determine objectively the esophageal acid exposure; thus, hav­ing a normal pH study of acid control medications strongly suggests the absence of
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Fig. 1.1 Hiatal hernia in barium swallow
M. Di Corpo et al.
Fig. 1.2 Normal HRM.
GERD [14]. Esophageal pH assessment can be done with a trans-nasal probe for 24hours or with a wireless probe for 48hours [16]. Six parameters are considered: number of reux episodes, duration of the longest one, number of episodes lasting >5minutes, total percentage of time the pH is <4in total, and in the supine and upright positions. On the basis of these data, the DeMeester score is generated, and it is considered abnormal when the nal composite score is more than 14.7 (Table1.3) [17]. In addition, the study allows the determination of a temporal cor­relation between symptoms experienced by the patient and episodes of reux. While analyzing the tracings, it is considered positive when the reported symptom occurs within 2minutes of the reux episode [18]. Moreover, a positive correlation is a predictor for treatment success after LARS [19], being more sensitive for patients with typical symptoms rather than atypical ones [20] .
1 Gastroesophageal Reux Disease: Workup andEvaluation
Table 1.3 Normal values for pH monitoring
Normal values for ambulatory 24-hour pH monitoring Percentage of total time pH<4.0 5% Percentage of upright time pH<4.0 8% Percentage of supine time pH<4.0 4% Number of episodes of reux 47 Number of episodes >5minutes 3.5 Longest episode (minutes) 20 Composite score
a
The composite score indicates the extent to which the patient’s values deviate from the normal means of the six variables. It allows one to express in a single gure the degree of the patient’s abnormality
a
14.7
5
Fig. 1.3 Abnormal pH.Orange spots indicate symptoms reported by the patient, used for analyz­ing symptom correlation with reux episodes
Due to the fact that the pH catheter should be placed 5cm proximal to the upper border of the LES and with the aim to diminish the false-positive and false-negative rates, the best-case scenario is to perform this study after having manometric knowl­edge of the exact position of the LES.Molena etal. [21] conrmed these data show­ing only 25% of accuracy when positioning the pH probe using the “step” technique (placing the pH catheter into the stomach through the nose and after conrming the intra-gastric pH value, the probe was progressively withdrawn until obtaining pH values >4). Patients should hold anti-acid medications prior to the study (7days for PPI and 3 for H
blockers) and they are encouraged to continue with their normal
2
lifestyle and meals. (Fig.1.3).
6
Based on the evidence from The Esophageal Diagnostic Advisory Panel [12] and the ACG guidelines [3], the ambulatory pH monitoring is recommended for the following:
• Patients with refractory GERD.
• Patients with GERD symptoms and negative EGD ndings.
• Patients with EGD ndings compatible with LA “A” or “B”.
• Patients scheduled for LARS.
• Patients with persistence or recurrence of symptoms after LARS.
Interestingly, a combination of conventional pH monitoring and impedance tech­nology allows a comprehensive evaluation of esophageal reux events, either for non-acidic, weakly, or acidic episodes, providing key information particularly for refractory GERD patients [19, 22]. Contrary to conventional pH monitoring, pH­impedance can be performed on anti-reux medications. However, the indication for LARS is not clear for patients with non-acidic reux events who underwent pH- impedance on PPI or H2 blockers or for patients with negative ndings on pH monitoring but abnormal number of reux events measured by pH-impedance [12,
23] (Fig.1.4a,b).
M. Di Corpo et al.

Gastric Emptying Study

This is not a requirement for all GERD patients undergoing LARS, but it provides valuable information for patients with nausea or bloating, particularly if they are known to have diabetes mellitus of connective tissue disorders [12] (Fig.1.5).

Differential Diagnosis

Heartburn can be the presenting symptom of irritable bowel syndrome, achalasia, cholelithiasis, coronary artery disease, or psychiatric disorders. Esophageal manom­etry and pH monitoring are essential to determine with certainty if GERD is present and if reux is the cause of the symptoms.

Complications

Esophagitis is the most common complication. Peptic strictures are uncommon, particularly in the era of proton pump inhibitors. Barrett’s esophagus is found in about 10–15% of patients with reux documented by pH monitoring. Some patients may eventually progress to high-grade dysplasia and adenocarcinoma. Respiratory complications vary from chronic cough to asthma, aspiration pneumonia, and even pulmonary brosis. Vocal cord and dental damage can also occur.
1 Gastroesophageal Reux Disease: Workup andEvaluation
a
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b
Fig. 1.4 (a) Normal pH-impedance (b) Abnormal pH-impedance
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M. Di Corpo et al.
Fig. 1.5 Normal gastric emptying study

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