ABPS GI Endoscopy study materials
ABPS GI Endoscopy study resources

ABPS GI Endoscopy cheat sheet

ABPS GI Endoscopy · Keep the key ideas within reach.

Quick reference

Pre-procedural Assessment, Informed Consent, and Bowel Preparation

  • Standard fasting before elective endoscopy: 2 hours for clear liquids and 6 hours for a light meal; fatty meals need about 8 hours.

  • Split-dose polyethylene glycol is preferred: the second half is completed 4-6 hours before colonoscopy; same-day single-dose regimens give inferior cleansing.

  • Boston Bowel Preparation Scale: each of the right, transverse, and left segments scored 0-3; total 0-9; a score of 2 or more per segment defines adequate preparation.

  • Antithrombotic rules: aspirin is usually continued; clopidogrel is held 5-7 days before high-risk procedures; warfarin is held 5 days with an INR check; DOACs are held 48 hours (low risk) to 72 hours (high risk) depending on renal function.

  • Antibiotic prophylaxis is not routine for GI endoscopy; it is indicated for ERCP with anticipated incomplete drainage, biliary obstruction with cholangitis, and cirrhotic patients with GI bleeding.

  • Endocarditis prophylaxis is limited to high-risk cardiac conditions: prosthetic valve or material, prior infective endocarditis, unrepaired cyanotic congenital heart disease, and repaired congenital disease within 6 months.

  • Consent documentation must record the indication, expected benefit, material risks (bleeding, perforation, sedation, missed lesion), alternatives, and planned sedation depth.

  • ASA class III or higher, known obstructive sleep apnea, or a predicted difficult airway favors anesthesia-provider sedation rather than endoscopist-directed moderate sedation.

  • Pregnancy: defer elective endoscopy; when required, the second trimester is preferred, with left lateral positioning and review of drug teratogenicity.

Quick reference

Moderate Sedation and Patient Monitoring

  • Sedation continuum: minimal (responds to voice), moderate (purposeful response to verbal or light tactile stimulus), deep (responds only to repeated or painful stimulus), and general anesthesia.

  • Typical moderate sedation dosing: midazolam 1-2 mg IV plus fentanyl 25-100 mcg IV, titrated in small increments; elderly and comorbid patients need reduced initial doses.

  • Monitor oxygen saturation, heart rate, blood pressure, and respiratory rate before, during (at least every 5 minutes), and after sedation; capnography is recommended for deep sedation.

  • Reversal: flumazenil 0.2 mg IV increments (maximum 1 mg) for benzodiazepines; naloxone 0.4 mg IV increments for opioids; both require monitoring for resedation.

  • Propofol produces deep sedation or general anesthesia and has no reversal agent, so it requires an anesthesia-trained provider with airway skills.

  • Sedation risk factors: ASA III or higher, obstructive sleep apnea, BMI above 35, advanced age, prolonged procedure, high cumulative drug dose, and emergency procedures.

  • Discharge criteria: stable vital signs, return to baseline consciousness, ability to ambulate and tolerate oral fluids, and presence of a responsible escort.

  • The procedure record documents the time-out, agents and doses with times, vital signs, oxygen delivery method, and any adverse events or interventions.

Quick reference

Upper Gastrointestinal Endoscopy: Technique and Findings

  • Landmarks from the incisors: upper esophageal sphincter about 15 cm, gastroesophageal junction about 40 cm, pylorus about 60-70 cm, second duodenal portion about 80 cm.

  • Erosive esophagitis is graded by the Los Angeles classification A through D; Barrett esophagus is described by the Prague C (circumferential) and M (maximal) extent.

  • Barrett surveillance uses the Seattle protocol: four-quadrant jumbo biopsies every 1-2 cm plus targeted biopsies of visible nodules.

  • Peptic ulcer stigmata follow the Forrest classification; active bleeding (Ia, Ib) and visible vessel or adherent clot (IIa, IIb) warrant endoscopic therapy, while flat spot (IIc) and clean base (III) do not.

  • Gastric ulcers require biopsy and follow-up to exclude malignancy; duodenal ulcers generally do not.

  • Helicobacter pylori testing: rapid urease, histology, or culture from antrum and body; stop proton pump inhibitors 2 weeks and antibiotics 4 weeks before breath or stool testing.

  • Celiac disease evaluation: at least four to six duodenal biopsies including the bulb, obtained while the patient is on a gluten-containing diet.

  • Esophageal varices are graded small versus medium/large; red wale marks and cherry-red spots mark high bleeding risk and favor band ligation.

Quick reference

Colonoscopy, Colorectal Cancer Screening, and Surveillance

  • Average-risk screening starts at age 45: colonoscopy every 10 years, annual FIT, multitarget stool DNA every 3 years, CT colonography every 5 years, or flexible sigmoidoscopy every 5 years.

  • Cecal intubation is confirmed by the appendiceal orifice, ileocecal valve, and triradiate fold, with photo documentation as a quality metric.

  • Adenoma detection rate benchmarks: 25% or more overall, 30% or more in men, 20% or more in women; withdrawal time should be at least 6 minutes.

  • Surveillance intervals: 1-2 low-risk adenomas under 10 mm gives 7-10 years; 3-4 adenomas or any adenoma 10 mm or larger gives 3 years; 5 or more adenomas or high-grade dysplasia gives 1 year.

  • Sessile serrated lesions 10 mm or larger or with dysplasia warrant a 3-year interval; serrated polyposis syndrome warrants 1-year surveillance.

  • Cold snare polypectomy is preferred for polyps under 10 mm; larger lesions need submucosal injection with hot snare or endoscopic mucosal resection.

  • Piecemeal resection of lesions 20 mm or larger requires a site check at 3-6 months to document complete resection.

  • A positive FIT requires colonoscopy; FIT is not appropriate for symptomatic or high-risk patients.

Quick reference

Endoscopic Hemostasis and Therapeutic Intervention

  • Peptic ulcer with active bleeding or a visible vessel: combination therapy (epinephrine plus thermal or clip) followed by high-dose proton pump inhibitor infusion for 72 hours.

  • Epinephrine is diluted to 1:10,000 and injected in 0.5-1 mL aliquots around the bleeding point; it is not used as monotherapy for high-risk stigmata.

  • Through-the-scope clips mechanically approximate tissue; over-the-scope clips close larger defects, fistulas, and refractory bleeding.

  • Hemostatic powder (TC-325) forms a mechanical barrier and serves as a temporizing option for malignancy-related or diffuse bleeding.

  • Argon plasma coagulation is a noncontact method for superficial vascular lesions such as angioectasia, radiation proctopathy, and gastric antral vascular ectasia.

  • Acute variceal bleeding: vasoactive drug plus prophylactic ceftriaxone, then band ligation within 12 hours; banding is repeated every 2-4 weeks until eradication.

  • Refractory variceal hemorrhage options include TIPS and balloon tamponade as a bridge to definitive therapy.

  • Post-polypectomy bleeding is treated with clips or injection; prophylactic clipping is considered for large pedunculated polyps and anticoagulated patients.

Quick reference

ERCP and Pancreaticobiliary Endoscopy

  • ERCP indications: choledocholithiasis, benign or malignant biliary obstruction, cholangitis, sphincterotomy, stent exchange, and pancreatic duct disease.

  • Post-ERCP pancreatitis occurs in roughly 3-10% of procedures; prophylaxis includes rectal indomethacin 100 mg, periprocedural lactated Ringer solution, and pancreatic stenting in high-risk cases.

  • High risk for post-ERCP pancreatitis: young women, sphincter of Oddi dysfunction, difficult cannulation, precut sphincterotomy, pancreatic injection, and prior post-ERCP pancreatitis.

  • Choledocholithiasis stratification: very strong predictors are a stone on imaging or cholangitis; strong predictors are a dilated duct plus bilirubin above 1.8 mg/dL; isolated abnormal liver enzymes are intermediate.

  • Acute cholangitis requires antibiotics, resuscitation, and biliary drainage within 24 hours.

  • Sphincterotomy bleeding risk factors: anticoagulation, cirrhosis or coagulopathy, renal failure, a small papilla, and precut access.

  • Plastic biliary stents require exchange about every 3 months; covered metal stents are used for malignant distal obstruction and removable covered stents for benign strictures.

  • Cannulation strategy: standard catheter first, then double-wire technique, and precut fistulotomy or transpancreatic sphincterotomy after failed standard access.

Quick reference

Endoscopic Ultrasound

  • EUS indications: pancreatic masses and cysts, subepithelial lesions, staging of esophageal, gastric, and rectal cancer, mediastinal and celiac nodal evaluation, and adrenal lesions.

  • Radial echoendoscopes provide 360-degree imaging; linear echoendoscopes allow needle passage for FNA, FNB, and therapeutic drainage.

  • EUS-guided fine-needle biopsy is preferred over FNA for pancreatic masses because it preserves histologic architecture.

  • Pancreatic cyst fluid carcinoembryonic antigen above 192 ng/mL suggests a mucinous cyst; high amylase suggests a pseudocyst.

  • Rosemont criteria for chronic pancreatitis include hyperechoic strands and foci, lobularity, dilated or irregular ducts, and calculi.

  • EUS-guided drainage with a lumen-apposing metal stent is first-line for symptomatic pseudocyst and walled-off necrosis.

  • EUS-guided biliary drainage (choledochoduodenostomy or hepaticogastrostomy) is an alternative after failed ERCP.

  • Esophageal cancer staging: T stage from depth of wall layer disruption; N stage from node size, hypoechogenicity, and border characteristics.

Quick reference

Small Bowel and Advanced Endoscopic Techniques

  • Capsule endoscopy is contraindicated in known strictures; a patency capsule verifies luminal patency, and capsule retention risk is about 1-2%.

  • Device-assisted enteroscopy (double-balloon, single-balloon, spiral) allows deep small bowel access for biopsy, hemostasis, and dilation.

  • Small bowel angioectasia is treated with argon plasma coagulation or bipolar cautery; recurrent bleeding may respond to octreotide.

  • Peroral endoscopic myotomy (POEM) is a submucosal tunnel myotomy for achalasia; Z-POEM targets Zenker diverticulum.

  • Endoscopic submucosal dissection achieves en bloc resection of early neoplasia with higher perforation risk but lower recurrence than piecemeal mucosal resection.

  • Barrett esophagus ablation uses radiofrequency ablation or cryotherapy after endoscopic resection of visible nodules.

  • Endoscopic bariatric therapies include intragastric balloons and endoscopic sleeve gastroplasty.

  • Gastric peroral endoscopic pyloromyotomy is an option for refractory gastroparesis.

Quick reference

Infection Prevention and Endoscope Reprocessing

  • Reprocessing sequence: bedside precleaning, leak test, manual cleaning of all channels with brushes, high-level disinfection, rinse, alcohol flush with forced-air drying, and vertical storage.

  • Minimum high-level disinfection exposure: 2% glutaraldehyde 20 minutes at 20 degrees Celsius, ortho-phthalaldehyde 12 minutes, or peracetic acid about 5 minutes, following manufacturer instructions.

  • Duodenoscopes require meticulous cleaning of the elevator mechanism, and regulatory guidance supports double high-level disinfection or sterilization plus microbiologic surveillance.

  • Endoscopes are stored hanging vertically and uncapped to prevent moisture retention and biofilm formation.

  • Single-use items include biopsy forceps, snares, water bottles, and suction valves where specified; single-use devices are never reused.

  • Known or suspected Creutzfeldt-Jakob disease exposure requires prion-specific decontamination, quarantine, or destruction of the endoscope per policy.

  • Reprocessing staff wear gloves, fluid-resistant gown, face shield, and mask, working in a dedicated ventilated room.

  • High-level disinfection monitoring uses minimum recommended concentration test strips, temperature logs, and periodic ATP or microbiologic surveillance.

Quick reference

Complications, Documentation, and Endoscopy Practice Management

  • Colonoscopy perforation incidence is about 0.1-0.2% for diagnostic procedures and higher with polypectomy or dissection; the sigmoid and cecum are the most common sites.

  • Post-polypectomy bleeding occurs immediately in 0.5-1% and delayed in 0.3-1%; risk rises with lesions over 2 cm, right colon location, and anticoagulant use.

  • Major ERCP adverse events are post-ERCP pancreatitis, cholangitis, and hemorrhage; prophylaxis and management must be documented.

  • The procedure report includes indication, consent, sedation, extent of examination, findings, interventions, specimens, complications, and follow-up plan.

  • Quality metrics: cecal intubation 90% or more, adenoma detection rate 25% or more, adequate bowel preparation 85% or more, withdrawal time 6 minutes or more, and adherence to surveillance intervals.

  • A time-out before starting confirms patient identity, planned procedure, allergies, anticoagulation status, and documented consent.

  • Open-access endoscopy requires explicit referral criteria and pre-procedure review to avoid inappropriate or low-value procedures.

  • Adverse events are documented, disclosed to the patient, and tracked in a quality database, with serious events reported per institutional policy.

Quick reference

Pre-procedural Assessment, Informed Consent, and Bowel Preparation

  • Fasting minima are 2 hours for clear liquids and 6 hours for light solids; longer intervals apply to fatty meals.

  • Split-dose polyethylene glycol with the second dose 4-6 hours before the procedure is the preferred bowel preparation regimen.

  • The Boston Bowel Preparation Scale scores three segments from 0-3 for a total of 0-9, with 2 or more per segment considered adequate.

  • Antiplatelet and anticoagulant holding decisions depend on procedure bleeding risk, thromboembolic risk, and renal function.

  • Antibiotic prophylaxis is reserved for specific situations such as ERCP with incomplete drainage, cholangitis, and GI bleeding in cirrhosis.

  • Endocarditis prophylaxis applies only to high-risk cardiac conditions, not to routine endoscopic procedures.

  • Consent documentation covers indication, benefits, material risks, alternatives, and the planned sedation level.

  • ASA class III or higher and suspected obstructive sleep apnea favor anesthesia involvement for sedation.

Quick reference

Moderate Sedation and Patient Monitoring

  • Moderate sedation is a drug-induced state with purposeful response to verbal or light tactile stimulation and preserved spontaneous ventilation.

  • Standard agents are midazolam 1-2 mg plus fentanyl 25-100 mcg titrated to effect, with reduced initial dosing in the elderly.

  • Vital signs, oxygen saturation, and respiratory rate are recorded at least every 5 minutes during sedation.

  • Flumazenil 0.2 mg increments reverses benzodiazepines; naloxone 0.4 mg increments reverses opioids; resedation monitoring is required.

  • Propofol causes deep sedation and requires an anesthesia-trained provider with airway management skills.

  • Risk factors for sedation adverse events include ASA III or higher, obesity, obstructive sleep apnea, advanced age, and prolonged procedures.

  • Discharge requires stable vitals, baseline mentation, ability to ambulate, and a responsible escort.

  • The record captures time-out, drugs with doses and times, monitoring data, and any interventions for adverse events.

Quick reference

Upper Gastrointestinal Endoscopy: Technique and Findings

  • Key distances from the incisors are about 15 cm to the upper esophageal sphincter and about 40 cm to the gastroesophageal junction.

  • Erosive esophagitis uses the Los Angeles A-D grading, and Barrett esophagus uses the Prague C and M description.

  • Seattle protocol biopsies sample four quadrants every 1-2 cm plus any visible nodule in Barrett esophagus.

  • Forrest Ia, Ib, IIa, and IIb ulcer stigmata require endoscopic hemostasis, while IIc and III do not.

  • Gastric ulcers are biopsied and followed to exclude malignancy, whereas duodenal ulcers usually are not.

  • Helicobacter pylori testing requires holding proton pump inhibitors for 2 weeks and antibiotics for 4 weeks before breath or stool tests.

  • Celiac disease diagnosis needs four to six duodenal biopsies including the bulb while on a gluten-containing diet.

  • Medium or large esophageal varices with red wale marks are treated with band ligation.

Quick reference

Colonoscopy, Colorectal Cancer Screening, and Surveillance

  • Average-risk colorectal cancer screening begins at age 45 with colonoscopy every 10 years or annual FIT among the options.

  • Cecal intubation requires seeing the appendiceal orifice, ileocecal valve, and triradiate fold, documented with a photograph.

  • Adenoma detection rate targets are at least 25% overall, 30% in men, and 20% in women, with withdrawal time of at least 6 minutes.

  • Surveillance after 1-2 low-risk adenomas is 7-10 years; 3-4 adenomas or a lesion 10 mm or larger gives 3 years; 5 or more adenomas or high-grade dysplasia gives 1 year.

  • Serrated polyposis syndrome requires 1-year surveillance intervals and counseling of family members.

  • Cold snare resection is preferred for polyps under 10 mm, while larger lesions use submucosal injection with hot snare or mucosal resection.

  • Piecemeal resection of lesions 20 mm or larger needs a follow-up site check at 3-6 months.

  • A positive FIT mandates colonoscopy, and FIT is not appropriate in symptomatic patients.

Quick reference

Endoscopic Hemostasis and Therapeutic Intervention

  • High-risk ulcer bleeding is treated with epinephrine plus a second modality and a 72-hour high-dose proton pump inhibitor infusion.

  • Epinephrine is diluted to 1:10,000 and injected in 0.5-1 mL aliquots around the bleeding point.

  • Through-the-scope clips compress vessels and approximate tissue; over-the-scope clips close larger defects.

  • Hemostatic powder (TC-325) provides temporary control of diffuse or malignant bleeding.

  • Argon plasma coagulation treats superficial vascular lesions such as angioectasia and gastric antral vascular ectasia.

  • Acute variceal bleeding is managed with vasoactive drugs, antibiotics, and band ligation within 12 hours, repeated every 2-4 weeks.

  • Balloon tamponade is a bridge therapy, and TIPS is used for refractory variceal hemorrhage.

  • Post-polypectomy bleeding is controlled with clips or injection, with prophylactic clipping considered in anticoagulated patients.

Quick reference

ERCP and Pancreaticobiliary Endoscopy

  • Post-ERCP pancreatitis occurs in 3-10% of procedures and is reduced by rectal indomethacin 100 mg and periprocedural lactated Ringer solution.

  • Prophylactic pancreatic stenting lowers pancreatitis risk in high-risk cases such as difficult cannulation or prior post-ERCP pancreatitis.

  • A common bile duct stone on imaging or cholangitis is a very strong predictor of choledocholithiasis, while a dilated duct with bilirubin above 1.8 mg/dL is a strong predictor.

  • Acute cholangitis requires biliary drainage within 24 hours after antibiotics and resuscitation.

  • Sphincterotomy bleeding risk is increased by anticoagulation, cirrhosis, renal failure, and a small papilla.

  • Plastic biliary stents are exchanged roughly every 3 months, while covered metal stents suit malignant and selected benign strictures.

  • Cannulation proceeds from standard catheter to double-wire technique to precut fistulotomy after failed access.

  • Cholangioscopy with electrohydraulic lithotripsy is an option for large or impacted bile duct stones.

Quick reference

Endoscopic Ultrasound

  • EUS evaluates pancreatic masses and cysts, subepithelial lesions, cancer staging, mediastinal and celiac nodes, and adrenal lesions.

  • Linear echoendoscopes permit needle passage for FNA, FNB, and therapeutic drainage, while radial instruments provide 360-degree imaging.

  • EUS-guided fine-needle biopsy is preferred for pancreatic masses because it yields histologic tissue architecture.

  • Cyst fluid carcinoembryonic antigen above 192 ng/mL suggests a mucinous cyst, and high amylase suggests a pseudocyst.

  • Rosemont criteria for chronic pancreatitis include hyperechoic foci and strands, lobularity, and ductal calculi or irregularity.

  • Lumen-apposing metal stents are used for EUS-guided drainage of pseudocysts and walled-off necrosis.

  • EUS-guided biliary drainage is a rescue option after failed ERCP.

  • Esophageal cancer T staging depends on depth of wall layer disruption, and N staging uses node size, echogenicity, and borders.

Quick reference

Small Bowel and Advanced Endoscopic Techniques

  • Capsule endoscopy is contraindicated in known strictures, and a patency capsule is used when stenosis is suspected.

  • Double-balloon, single-balloon, and spiral enteroscopy provide deep small bowel access for biopsy, hemostasis, and dilation.

  • Small bowel angioectasia is treated with argon plasma coagulation or bipolar cautery, with octreotide for recurrent bleeding.

  • Peroral endoscopic myotomy treats achalasia through a submucosal tunnel, and Z-POEM targets Zenker diverticulum.

  • Endoscopic submucosal dissection achieves en bloc resection with lower recurrence but higher perforation risk than piecemeal resection.

  • Barrett esophagus ablation uses radiofrequency ablation or cryotherapy after resection of visible nodules.

  • Endoscopic bariatric therapies include intragastric balloons and endoscopic sleeve gastroplasty.

  • Gastric peroral endoscopic pyloromyotomy is used for refractory gastroparesis.

Quick reference

Infection Prevention and Endoscope Reprocessing

  • Reprocessing order is bedside precleaning, leak test, manual channel cleaning, high-level disinfection, rinse, alcohol and forced-air drying, then vertical storage.

  • High-level disinfection requires 2% glutaraldehyde for 20 minutes at 20 degrees Celsius or ortho-phthalaldehyde for 12 minutes per manufacturer instructions.

  • Duodenoscopes need special elevator cleaning and may require double high-level disinfection or sterilization plus surveillance cultures.

  • Endoscopes are stored vertically and uncapped to prevent retained moisture and biofilm.

  • Single-use items include biopsy forceps, snares, water bottles, and specified valves, and are never reused.

  • Suspected prion disease exposure requires prion-specific decontamination or quarantine and destruction of the endoscope.

  • Reprocessing areas are dedicated and ventilated, with gloves, gown, mask, and eye protection worn.

  • Monitoring includes minimum concentration test strips, temperature logs, and periodic ATP or microbiologic surveillance.

Quick reference

Complications, Documentation, and Endoscopy Practice Management

  • Diagnostic colonoscopy perforation risk is about 0.1-0.2% and rises with polypectomy or dissection, most often at the sigmoid or cecum.

  • Post-polypectomy bleeding is immediate in 0.5-1% and delayed in 0.3-1%, with higher risk for lesions over 2 cm and anticoagulated patients.

  • Post-ERCP pancreatitis, cholangitis, and hemorrhage are the dominant ERCP adverse events and prophylaxis must be documented.

  • Procedure reports contain indication, consent, sedation, extent, findings, interventions, specimens, complications, and follow-up.

  • Quality benchmarks include cecal intubation 90% or more, adenoma detection 25% or more, and adequate preparation 85% or more.

  • A pre-procedure time-out verifies identity, procedure, allergies, anticoagulation status, and consent.

  • Adverse events are disclosed to the patient, documented, tracked in a quality database, and reported per policy when serious.