Endoscopic retrograde cholangiopancreatography (ERCP) is currently the standard of care for biliary drainage. In the hands of experienced endoscopists, conventional ERCP has a failed cannulation rate of 3% to 5%. Failures have traditionally been referred for either percutaneous transhepatic biliary drainage (PTBD) or surgery. Both PTBD and surgery have higher than desirable complication rates. Endoscopic ultrasound-guided biliary drainage (EUS-BD) is a novel and attractive alternative after failed ERCP. Many groups have reported on the feasibility, efficacy, and safety of this technique. This article reviews the indications and technique currently practiced in EUS-BD, including EUS-guided rendezvous, EUS-guided choledochoduodenostomy, and EUS-guided hepaticogastrostomy.
Key points
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When conventional endoscopic retrograde cholangiopancreatography for biliary drainage is not possible, endoscopic ultrasound-guided biliary drainage (EUS-BD) should be considered as an alternative to percutaneous biliary drainage or surgical options.
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EUS-BD can be performed either via a transhepatic approach or an extrahepatic approach, with or without rendezvous.
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This article discusses the evolving role of EUS-BD and reviews the published data that support EUS-BD as an effective and attractive option for biliary drainage when performed in centers with expertise.
Introduction
Endoscopic retrograde cholangiography (ERCP) is the current standard of care for biliary drainage. When an initial ERCP attempt is unsuccessful, the recommended next step is referral to an expert endoscopist. In expert hands, ERCP is successful in 90% to 98% of patients, with complication rates of less than 10%.
Traditionally, patients with failed conventional ERCP were referred for either percutaneous transhepatic biliary drainage (PTBD) or surgical intervention. However, PTBD can be difficult to perform or even contraindicated in patients with obesity, ascites, or intervening structures, such as vasculature or lungs. Complication rates of PTBD range from 10% to 20%, and common complications include cholangitis, bile leak, bleeding, fistula formation, peritonitis, empyema, pneumothorax, and stent occlusion. The mortality rate associated with PTBD has been reported to be as high as 6%, and long-term efficacy was recently questioned. In addition, the external drainage associated with PTBD can lead to significant patient dissatisfaction and a decrease in quality of life; this can be secondary to pain from the external biliary drain, difficulty taking care of the drain, or complications related to infection or leakage.
Endoscopic ultrasound-guided biliary drainage (EUS-BD) is a novel and attractive alternative after failed ERCP. Artifon and colleagues found EUS-BD and PTBD to have similar efficacy, complication rates, and costs. EUS-BD has the additional advantage that it can be performed while under the same sedation as attempted ERCP.
Although surgical drainage is reasonably effective, it is associated with 2% to 5% mortality and 17% to 37% morbidity. Moreover, surgery requires a longer recovery time. In patients with malignant biliary obstruction who already have a poor prognosis and short life expectancy, the invasive nature, longer recovery, and delay in chemotherapy make surgery a less attractive option.
The development of therapeutic linear-array echoendoscopes and the evolution of endoscopic ultrasonography (EUS) from a diagnostic to a therapeutic modality has made EUS an attractive tool in our armamentarium to provide biliary drainage. EUS has been a widely accepted modality for diagnosing and treating many pancreatobiliary diseases for years. The proximity of the stomach and duodenum to the pancreatobiliary tree has allowed high-frequency transducers to provide high-resolution images of the pancreas, pancreatic ducts, bile ducts, and gallbladder.
Contrast injection through the fine-needle aspiration (FNA) needle allows for EUS-guided cholangiography (ESC). Once the cholangiogram has been obtained, ERCP accessories are then used through the working channel of the echoendoscope to complete the procedure and accomplish biliary drainage. ESC therefore represents a hybrid technique that combines EUS-guided FNA and ERCP.
This article discusses the evolving role of EUS-BD and reviews data that support EUS-BD as an effective and attractive option when conventional ERCP for biliary drainage is not possible.
Introduction
Endoscopic retrograde cholangiography (ERCP) is the current standard of care for biliary drainage. When an initial ERCP attempt is unsuccessful, the recommended next step is referral to an expert endoscopist. In expert hands, ERCP is successful in 90% to 98% of patients, with complication rates of less than 10%.
Traditionally, patients with failed conventional ERCP were referred for either percutaneous transhepatic biliary drainage (PTBD) or surgical intervention. However, PTBD can be difficult to perform or even contraindicated in patients with obesity, ascites, or intervening structures, such as vasculature or lungs. Complication rates of PTBD range from 10% to 20%, and common complications include cholangitis, bile leak, bleeding, fistula formation, peritonitis, empyema, pneumothorax, and stent occlusion. The mortality rate associated with PTBD has been reported to be as high as 6%, and long-term efficacy was recently questioned. In addition, the external drainage associated with PTBD can lead to significant patient dissatisfaction and a decrease in quality of life; this can be secondary to pain from the external biliary drain, difficulty taking care of the drain, or complications related to infection or leakage.
Endoscopic ultrasound-guided biliary drainage (EUS-BD) is a novel and attractive alternative after failed ERCP. Artifon and colleagues found EUS-BD and PTBD to have similar efficacy, complication rates, and costs. EUS-BD has the additional advantage that it can be performed while under the same sedation as attempted ERCP.
Although surgical drainage is reasonably effective, it is associated with 2% to 5% mortality and 17% to 37% morbidity. Moreover, surgery requires a longer recovery time. In patients with malignant biliary obstruction who already have a poor prognosis and short life expectancy, the invasive nature, longer recovery, and delay in chemotherapy make surgery a less attractive option.
The development of therapeutic linear-array echoendoscopes and the evolution of endoscopic ultrasonography (EUS) from a diagnostic to a therapeutic modality has made EUS an attractive tool in our armamentarium to provide biliary drainage. EUS has been a widely accepted modality for diagnosing and treating many pancreatobiliary diseases for years. The proximity of the stomach and duodenum to the pancreatobiliary tree has allowed high-frequency transducers to provide high-resolution images of the pancreas, pancreatic ducts, bile ducts, and gallbladder.
Contrast injection through the fine-needle aspiration (FNA) needle allows for EUS-guided cholangiography (ESC). Once the cholangiogram has been obtained, ERCP accessories are then used through the working channel of the echoendoscope to complete the procedure and accomplish biliary drainage. ESC therefore represents a hybrid technique that combines EUS-guided FNA and ERCP.
This article discusses the evolving role of EUS-BD and reviews data that support EUS-BD as an effective and attractive option when conventional ERCP for biliary drainage is not possible.
Indications for EUS-guided biliary drainage
Guidelines have not yet been established as to when EUS-BD should be performed. EUS-BD, however, should be considered any time that successful cannulation of the bile duct cannot be achieved via ERCP in the hands of an expert endoscopist. This situation can arise in patients with surgically altered anatomy such as those with Roux-en-Y anatomy, Billroth II anatomy, or postbariatric biliopancreatic diversion. Inability to cannulate the biliary system can also be encountered in patients with gastric-outlet obstruction, tumor infiltration at the level of the duodenum, periampullary diverticula, tortuous bile ducts, impacted stones, or malignancy with bile-duct infiltration.
EUS-guided biliary drainage: procedural considerations
Patient Selection and Evaluation
Consent for EUS-BD should be incorporated into the consent for ERCP any time when failed ERCP may be anticipated.
The preprocedure evaluation is similar to that of a standard ERCP, and should include evaluation for cardiopulmonary risk and the use of anticoagulants for coagulation disorders. In addition, the use of general anesthesia should be strongly considered. If the patient is not already on antibiotics to cover biliary pathogens, the authors routinely administer antibiotics both during the procedure and for 7 to 14 days after the procedure, depending on the clinical scenario, adequacy of drainage, and patient course.
Materials and Instruments
It is important to ensure that all required equipment is readily available before puncturing the bile ducts. Once the bile duct has been accessed via EUS, it is crucial to proceed in an expeditious manner without any additional or unnecessary manipulation to reduce the chances of losing access and minimize complications. It is also imperative that the team in the room is familiar with the techniques and instruments used during these procedures so that wires and instruments are successfully exchanged.
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Fluoroscopy. Fluoroscopy equipment should be set up before starting the procedure. Fluoroscopy is needed to evaluate the angle of bile-duct puncture. The fluoroscopy image should be centered with the tip of the scope, bile ducts, and duodenum all in view.
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Contrast. Contrast to perform cholangiography should be available and prefilled in labeled syringes.
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Water. Plenty of water to flush catheters and hydrophilic wires should be in easily accessible containers and syringes. Water is much more effective than saline; saline is sticky because of its salt content.
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Echoendoscope. Echoendoscopes with a 3.8-mm working channel (therapeutic echoendoscope) will permit a variety of catheters and stent diameters to be used. In addition, a duodenoscope should be available if there is the possibility of rendezvous technique and conversion to retrograde procedure.
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CO 2 should be used for insufflation to decrease barotrauma.
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FNA needles. 19-gauge FNA needles are preferred over 22-gauge needles because they allow manipulation of 0.035-in guide wires.
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Guide wires. Hydrophilic 0.035-in guide wires are preferred because of their ease of manipulation and ability to support a variety of catheters and stents. In addition, it is important to use uncoated wires, when possible, because of the “shearing” effect that the FNA needle can have on the coating of the guide wire.
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Dilation. It is preferable to have both 4 – to 6-mm wire-guided dilating balloons and 6F to 7F dilating bougie catheters.
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Sphincterotome . A rotatable sphincterotome or bending catheter should be available if the wire needs to be redirected to facilitate transpapillary passage of wire.
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Stents . Appropriate stent selection is crucial for adequate biliary drainage and fewer complications. Refer to the later discussion regarding placement of plastic versus self-expanding metal stents (SEMS).
Techniques
Choice of approach
EUS-BD is typically performed using either the EUS-guided rendezvous technique followed by conversion to ERCP, with placement of transpapillary stent in retrograde fashion, or by creating a tract from either the stomach or the duodenum into the bile ducts and placing a stent in an antegrade fashion. When the duodenoscope can be advanced to the ampulla, it is preferable to attempt an EUS-guided rendezvous procedure.
EUS-guided rendezvous
This approach can only be used when a duodenoscope can be advanced to the second portion of the duodenum. It may be appropriately used after failed ERCP attributable to periampullary diverticula, tortuous bile ducts, impacted stones, or malignancy with bile-duct infiltration. Transpapillary drainage via EUS-BD can be attempted using classic rendezvous, parallel rendezvous, or standard cannulation, without rendezvous, after cholangiography by contrast injection through an EUS needle.
In this procedure, under EUS and Doppler guidance a needle is inserted into either the left hepatic or common bile duct. The authors find it helpful to have the echoendoscope in the stomach or duodenal bulb; under fluoroscopic guidance one is then able to visualize the FNA needle pointing caudad before accessing the duct with the FNA needle ( Fig. 1 ). This caudad position of the FNA needle facilitates advancing the guide wire distally into the duodenum ( Figs. 2 and 3 ).
Once EUS imaging shows insertion into the duct, a syringe is attached to the FNA needle and bile aspiration is performed to confirm position. Contrast injection through the FNA needle provides a cholangiogram. The needle is then flushed with water and the guide wire is inserted through the FNA needle, advanced beyond the ampulla, and into the duodenum. Conventional ERCP in a retrograde fashion is then completed.
The limiting step for any method of transpapillary drainage is guide-wire manipulation. Because the FNA needle is rigid and has a sharp cutting edge, to and fro movements of the needle over the wire may bend or shear the guide wire, which in turn can lead to an inability to further manipulate the wire or thread catheters over the wire. If this happens, both the wire and the needle need to be removed, resulting in loss of access. Furthermore, shearing of the wire can potentially result in parts of the wire and coating becoming displaced and left behind in the equipment or the patient’s bile duct.
Hence, it is crucial to flush both the FNA needle and the guide wire with copious amounts of water before inserting the guide wire. In addition, avoiding unnecessary friction between the guide wire and the FNA needle is of paramount importance. When the wire is being advanced, it should be done with enough speed to maximize likelihood of crossing the stricture. If the wire must be pulled back, this should be done cautiously and aborted at the moment any resistance is met.
To facilitate passing the guide wire into the duodenum, EUS and fluoroscopy should be used to select a site and position as distal as possible in the bile duct with a tangential needle orientation to the duct before the actual puncture. Transpapillary wire advancement is much more difficult from an intrahepatic puncture, as the wire may go peripherally into another branch of the left intrahepatic ducts or into the right-lobe ducts. With intrahepatic duct puncture, passage of the transpapillary guide wire often requires dilation of the puncture tract to allow intraductal passage of catheters or sphincterotomes. Once the wire is in the bile duct, if transpapillary passage is not achieved, the FNA needle should be exchanged for a sphincterotome or dilating bougie. At this point, the wire can be manipulated back and forth safely to facilitate passage beyond the ampulla.
In this rendezvous technique the echoendoscope is removed, with the FNA needle, still attached to the biopsy channel and guide wire, left in place ( Fig. 4 ). The assistant feeds the wire into the needle at the same rate that the endoscopist removes the scope and needle assembly. The position of the guide wire is monitored fluoroscopically to prevent both looping in the stomach and dislodgment of the transpapillary looped wire. It is helpful to have at least 3 to 5 large loops of guide wire in the small bowel to ensure that transpapillary access is maintained.
After the echoendoscope is removed, a duodenoscope is advanced side by side with the guide wire while the assistant holds the wire under gentle traction from the patient’s mouth to prevent looping. In the classic rendezvous technique, once the papilla is reached with the duodenoscope (or a longer endoscope in patients with altered anatomy), the transpapillary guide wire can be grasped with a polypectomy snare and retrieved through the working channel for subsequent over-the-wire cannulation. Standard ERCP catheters can then be threaded over the wire once it has exited from the endoscope channel. The procedure can then be converted and completed by conventional ERCP with stent placement in a retrograde manner ( Fig. 5 ).
Alternatively, the guide wire can be left in place, the echoendoscope can be removed, and a duodenoscope can be used to cannulate next to the previously placed guide wire, in a parallel rendezvous technique. In the parallel rendezvous technique, once the duodenoscope reaches the papilla, a sphincterotome is used to cannulate the bile duct alongside the ESC-placed wire.
If the guide wire cannot be advanced beyond the ampulla and into the duodenum, a transenteric tract must be created into the bile duct. This action can be accomplished by dilating over the guide wire with a 4- to 6-mm wire-guided balloon catheter or a 6F to 7F dilating bougie followed by stent placement in an anterograde manner.
A third approach, which is less commonly performed, is contrast injection via EUS followed by standard cannulation ERCP. This method obtains a cholangiogram, via the EUS FNA needle, that provides a road map for cannulation. In addition, the injection of contrast either may make a patulous papilla more evident (eg, an intradiverticular papilla) or the pressure created by the flow of contrast may open the biliary orifice. Furthermore, as has been described for minor papilla cannulation, combining contrast with methylene blue may be of additional benefit with bile-duct cannulation.
Transmural drainage: EUS-guided choledochoduodenostomy and hepaticogastrostomy
When the transpapillary approach cannot be accomplished with the EUS-guided rendezvous, either the transgastric-transhepatic (intrahepatic) or transenteric-transcholedochal (extrahepatic) approach must be used. In these cases, a tract between the digestive tract and bile ducts is created by performing either an EUS-guided choledochoduodenostomy (EUS-CDS) or an EUS-guided hepaticogastrostomy (EUS-HGS).
The intrahepatic approach is performed via the neighboring gastrointestinal tract (usually the cardia or in the lesser curvature of the stomach) to allow visualization of the left intrahepatic bile ducts. After checking local vasculature with color flow Doppler ( Fig. 6 ), the EUS needle is then advanced into an intrahepatic duct ( Fig. 7 ). This maneuver is followed once again by bile aspiration, cholangiogram, and advancement of the guide wire with fluoroscopic guidance across the ampulla and into the duodenum ( Figs. 8–10 ). Then, in an antegrade manner, a 6F or 7F bougie or dilating catheter is inserted over the guide wire to dilate the tract ( Fig. 11 ) followed by antegrade stent deployment with drainage into the stomach ( Figs. 12 and 13 ).