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. Author manuscript; available in PMC: 2020 Jun 1.
Published in final edited form as: Gastrointest Endosc. 2019 Feb 7;89(6):1160–1168.e9. doi: 10.1016/j.gie.2019.01.030

Setting minimum standards for training in EUS and ERCP: results from a prospective multicenter study evaluating learning curves and competence among advanced endoscopy trainees

Sachin Wani 1, Samuel Han 1, Violette Simon 1, Matthew Hall 2, Dayna Early 3, Eva Aagaard 3, Wasif M Abidi 4, Subhas Banerjee 5, Todd H Baron 6, Michael Bartel 7, Erik Bowman 8, Brian C Brauer 1, Jonathan M Buscaglia 9, Linda Carlin 1, Amitabh Chak 10, Hemant Chatrath 11, Abhishek Choudhary 5, Bradley Confer 12, Gregory A Coté 13, Koushik K Das 3, Christopher J DiMaio 14, Andrew M Dries 15, Steven A Edmundowicz 1, Abdul Hamid El Chafic 16, Ihab El Hajj 17, Swan Ellert 1, Jason Ferreira 18, Anthony Gamboa 19, Ian S Gan 20, Lisa Gangarosa 6, Bhargava Gannavarapu 21, Stuart R Gordon 18, Nalini M Guda 22, Hazem T Hammad 1, Cynthia Harris 23, Sujai Jalaj 6, Paul Jowell 24, Sana Kenshil 25, Jason Klapman 23, Michael L Kochman 26, Sri Komanduri 21, Gabriel Lang 3, Linda S Lee 4, David E Loren 16, Frank Lukens 7, Daniel Mullady 3, Raman V Muthusamy 11, Andrew S Nett 27, Mojtaba S Olyaee 28, Kavous Pakseresht 28, Pranith Perera 27, Patrick Pfau 8, Cyrus Piraka 29, John M Poneros 30, Amit Rastogi 28, Anthony Razzak 20, Brian Riff 14, Shreyas Saligram 23, James M Scheiman 27, Isaiah Schuster 9, Raj J Shah 1, Rishi Sharma 31, Joshua P Spaete 24, Ajaypal Singh 10, Muhammad Sohail 32, Jayaprakash Sreenarasimhaiah 33, Tyler Stevens 12, James H Tabibian 26, Demetrios Tzimas 9, Dushant S Uppal 34, Shiro Urayama 31, Domenico Vitterbo 33, Andrew Y Wang 34, Wahid Wassef 32, Patrick Yachimski 19, Sergio Zepeda-Gomez 25, Tobias Zuchelli 29, Rajesh N Keswani 21
PMCID: PMC6527477  NIHMSID: NIHMS1017790  PMID: 30738985

Abstract

Background and Aims

Minimum EUS and ERCP volumes that should be offered per trainee in “high quality” advanced endoscopy training programs (AETPs) are not established. We aimed to define the number of procedures required by an “average” advanced endoscopy trainee (AET) to achieve competence in technical and cognitive EUS and ERCP tasks to help structure AETPs.

Methods

ASGE-recognized AETPs were invited to participate; AETs were graded on every fifth EUS and ERCP examination using a validated tool. Grading for each skill was done using a 4-point scoring system and learning curves (LCs) using cumulative sum (CUSUM) analysis for overall, technical, and cognitive components of EUS and ERCP were shared with AETs and trainers quarterly. Generalized linear mixed effects models with a random intercept for each AET were used to generate aggregate LCs allowing us to use data from all AETs to estimate the average learning experience for trainees.

Results

Among 62 invited AETPs, 37 AETs from 32 AETPs participated. The majority of AETs reported hands-on EUS (52%, median 20 cases) and ERCP (68%, median 50 cases) experience before starting an AETP. The median number of EUS and ERCPs performed/AET was 400 (range 200–750) and 361 (250–650), respectively. Overall, 2616 examinations were graded (EUS: 1277; ERCP-biliary: 1143; pancreatic: 196). The majority of graded EUS examinations were performed for pancreatobiliary indications (69.9%) and ERCP examinations for ASGE biliary grade of difficulty 1 (72.1%). The average AET achieved competence in core EUS and ERCP skills at approximately 225 and 250 cases, respectively. However, overall technical competence was achieved for Grade 2 ERCP at about 300 cases.

Conclusions

The thresholds provided for an average AET to achieve competence in EUS and ERCP may be used by ASGE and AETPs in establishing the minimal standards for case volume exposure for AETs during their training.

Keywords: competence, quality indicators, training


Advanced endoscopy training programs (AETPs) were established, in part, to address the inability of traditional 3-year Accreditation Council for Graduate Medical Education (ACGME)-accredited gastroenterology fellowship programs to provide comprehensive ERCP and EUS training.1, 2 Since their inception, these AETPs have evolved to offer training in a myriad of additional procedures, including endoscopic mucosal resection, endoluminal stent placement, deep enteroscopy, advanced closure techniques, bariatric endoscopy, therapeutic EUS, and submucosal endoscopy (including endoscopic submucosal dissection and per-oral endoscopic myotomy).3

Participation in this greater variety of procedures has commensurately reduced AET participation in ERCP and EUS. Moreover, ERCP and EUS procedures done at many training programs at tertiary care centers are performed for complex indications reducing exposure to basic maneuvers in ERCP (eg, cannulation of the desired duct in native papilla cases and sphincterotomy) and EUS (eg, staging of cancers and EUS-guided tissue acquisition).4 These factors may lead to suboptimal ERCP and EUS training. Given the recent transition from an apprenticeship and time-based model to competency-based medical education (CBME), an outcomes-based approach to the design, implementation, assessment and evaluation of medical education programs using an organizing framework of competencies is needed.1, 2, 5 With the ACGME’s Next Accreditation System (NAS), the focus has shifted to ensuring that specific milestones are reached throughout training, that competence is achieve by all trainees, and that these assessments are documented by training programs.6

Although the breadth of training has increased along with an increase in AETPs, there is no fixed mandatory curriculum and no set minimum standards as to what constitutes a “high quality” AETP. Establishing minimum standards, specifically with regards to procedure volumes offered per trainee, would ensure AETPs can appropriately tailor their training program and associated curriculum. Although establishing minimum standards does not imply that all trainees would achieve competence at this procedure volume, understanding the number of procedures required to achieve competence by the “average” AET in all aspects of ERCP and EUS would help structure AETPs to ensure the majority of trainees achieve the above stated outcome. These findings could have significant implications for national societies such as the American Society for Gastrointestinal Endoscopy (ASGE) that recommend minimal standards for case volume exposure for AETs. Thus, the primary aim of this study was to define the number of procedures required by an “average” AET to achieve competence in technical and cognitive ERCP and EUS tasks.

Methods

Study design

This was a prospective multicenter cohort study that included U.S. AETPs (Table 1). This study was conducted in 2 phases: in Phase 1, AETs were assessed during their advanced endoscopy fellowship training and, in Phase 2, participating AETs entered data pertaining to every EUS and ERCP during their first year of independent practice, anchored by key QIs.7, 8 The results of Phase 2, to measure outcomes during the first year of independent practice using established quality indicators in EUS and ERCP for AETP graduates who received continuous structured feedback, have been published separately.2 Data from Phase 1 were used to address the primary aim of this study. Approval from the Institutional Review Board or the Human Research Protection Office at each site involved was obtained (ClinicalTrials.gov: NCT02509416) and signed informed consent was obtained from all AETs. All authors had access to the study data and reviewed and approved the final manuscript.

Table 1:

List of participating advanced endoscopy training programs

Institution Location
Brigham and Women’s Hospital Boston, Massachusetts
Carolinas Medical Center Charlotte, North Carolina
Cleveland Clinic Foundation Cleveland, Ohio
Columbia University New York City, New York
Dartmouth-Hitchcock Medical Center Lebanon, New Hampshire
Digestive Diseases Institute at Virginia Mason
Medical Center
Seattle, Washington
Duke University Durham, North Carolina
GI Associates/Aurora Lukes Medical Center Milwaukee, Wisconsin
Henry Ford Hospital Detroit, Michigan
Icahn School of Medicine at Mount Sinai New York, New York
Indiana University Indianapolis, Indiana
Northwestern University Chicago, IL
Mayo Clinic Jacksonville Jacksonville, Florida
Moffitt Cancer Center Tampa, Florida
Thomas Jefferson Philadelphia, Pennsylvania
Stanford University Stanford, California
Stony Brook University Stony Brook, New York
University of Alberta, Edmonton Alberta, Edmonton, Canada
University Hospitals Cleveland Medical Center Cleveland, Ohio
University of California, Los Angeles Los Angeles, California
University of California, Davis Health Systems Davis, California
University of Colorado Aurora, Colorado
University of Kansas Kansas City, Kansa
University of Massachusetts Memorial Medical
Center
Worcester, Massachusetts
University of Michigan Ann Arbor, Michigan
University of North Carolina, Chapel Hill Chapel Hill, North Carolina
University of Pennsylvania Philadelphia, Pennsylvania
University of Texas Southwestern Dallas, Texas
University of Virginia Charlottesville, Virginia
University of Wisconsin Madison, Wisconsin
Vanderbilt University Nashville, Tennessee
Washington University in St. Louis St. Louis, Missouri

Study setting and subjects

AETP directors and AETs from all U.S. ASGE registered advanced endoscopy fellowship programs (http://www.asgematch.com/) were invited to participate in this study from July 2015 to June 2017. AETs were defined as trainees who had completed a standard ACGME-accredited gastroenterology fellowship and were beginning a 1-year EUS and ERCP advanced endoscopy fellowship program. AETs completed questionnaires at study inception that assessed baseline characteristics and all AETs were introduced to the technical and cognitive aspects of EUS and ERCP in accordance with their institution-specific training curriculum.

Grading of advanced endoscopy trainees – Phase I

AETs were graded on every fifth EUS and ERCP after the completion of 25 hands-on EUS and ERCP examinations. This frequency of grading was chosen to improve the feasibility, reduce the overall burden of evaluations and to ensure that an adequate sample was available to analyze EUS and ERCP learning curves. Grading was standardized and performed by attending endoscopists at each center. Procedures in which AETs had no hands-on participation were excluded from grading. The study protocol required that the grading be performed immediately after the procedure to reduce recall bias, halo, and recency effect. To improve reproducibility with the grading protocol, the principal investigator (SW) conducted a standard setting exercise in addition to attaching behaviors to the anchors with the site principal investigators/program directors (Digestive Disease Week, May 2015). In addition, a digital presentation reviewing the assessment tool and grading protocol was distributed to all trainers and AETs to ensure familiarity with the tool’s specific assessment parameters and score explanations (Appendix 1). As mandated by the Institutional Review Board, this study did not standardize how instructors trained the AETs (eg, the amount of time that each AET was allowed to cannulate independently, the number of times the endoscope was handed back to the AET once assistance was required) and was left to the discretion of the instructor.

Competency assessment tool – The EUS and ERCP Skills Assessment Tool

We used TEESAT, a procedure-specific competence assessment tool with strong validity evidence endorsed by the ASGE, to assess EUS and ERCP skills in a continuous fashion throughout training (Supplementary Figures 1 and 2).1 TEESAT uses a 4-point scoring system for individual tasks that included all basic maneuvers and all relevant technical and cognitive aspects of EUS and ERCP [1 (superior), achieves independently; 2 (advanced), achieves with minimal verbal instruction; 3 (intermediate), achieves with multiple verbal instructions; 4 (novice), unable to complete, requiring the trainer to take over]. This tool makes a clear distinction for grading of procedures for biliary and pancreatic indications and also documents the ASGE ERCP grade of difficulty.9 This tool also includes a global rating scale (4-point scale) used to provide an overall assessment of the trainee: (1) learning basic technical and cognitive aspects, requires significant assistance and coaching, (2) acquired basic technical and cognitive skills but requires limited hands-on assistance and/or significant coaching, (3) able to perform independently with limited coaching and/or requires additional time to complete and (4) competent to perform procedure independently. These anchors allowed for trainers to attach behaviors and skills to anchors and ensure reproducibility over the course of the study. The endpoints used in this tool parallel the key quality metrics established for EUS and ERCP.7, 8, 10

Comprehensive data collection and reporting system

As we previously described,2, 11 an integrated, comprehensive data collection and reporting system was created to streamline data collection from the participating institutions and apply cumulative sum (CUSUM) analysis. All study participants entered their data on a University of Colorado instance of REDCap, a secure, online database system. A combination of an Application Programming Interface, REDCap, and SAS (v.9.3, SAS Institute, Cary, NC) were used to generate graphical representations of overall and individual endpoint CUSUM learning curves on demand. Access to these data was controlled by a custom module that determined authentication and role-based levels of access. Unique logins were provided to program directors and trainees, allowing them to view individual learning curves provided on a quarterly basis and compare individual performance with the study cohort average.

Study outcomes

The primary study outcome was to define the number of procedures required by an “average” AET to achieve competence in EUS and ERCP and associated core skills (eg, sphincterotomy or EUS-FNA). The secondary study outcome was to define the number of procedures required by an “average” AET to achieve competence in advanced ERCP procedures (ie, Grade 2 ERCPs).

Statistical Analysis

The trainers’ assessment was the criterion standard for this analysis. CUSUM analysis was applied to create learning curves for each trainee. By continuously studying the control charts, the performance of each trainee is compared with a predetermined standard, allowing for the detection of negative trends and enabling earlier feedback (retraining or continued observation). This approach to assessing learning curves and competence has been widely described in healthcare (cataract surgery, arthroscopy, anesthesia, and endoscopic procedures).2, 1117 Success was defined as a TEESAT score of 1 (no assistance) or 2 (minimal verbal cues) whereas a score of 3 or 4 was considered a failure. For the overall global rating, a score of 3 or 4 represented success. Overall assessment for technical and cognitive competence in EUS and ERCP were based on the median score for all technical and cognitive endpoints listed in TEESAT.

The creation of CUSUM graphs as summarized by Bolsin and Colson18 has been described previously.2, 11 Successful procedures are given a score of s, and failed procedures are given a score of 1 – s. These values are based on pre-specified acceptable failure rates (p0, level of inherent error if procedures are performed competently) and unacceptable failures rates (p1, where p1-p0 represents the maximum acceptable level of human error). For this study, we used p0 = 0.1, and p1 = 0.3. CUSUM scores were then calculated using the following formulas: P = 1n (p1/p0); Q = 1n [(1-p1)/(1-p0); and s = Q/(P+Q) = 0.15, and 1- s = 0.85. The CUSUM curve was created by plotting the cumulative sum after each case against the index number of that case and Cn is the sum of all individual outcome scores. The CUSUM graph was designed to signal when Cn crosses predetermined limits. These limits are displayed as horizontal lines of the graph and calculated based on the risk for type I (α) and type II (β) error, which were both set at 0.1 for this analysis. The formula for H0 and H1 are as follows: H1 = a / (P+Q) and H0 = -b / (P+Q), where a = 1n[(1 – β)/α] and b = 1n[(1 - α)/β]. If the CUSUM plot fell below the acceptable line, the performance was acceptable with the predetermined type II error; if the CUSUM plot rose above the unacceptable line, the performance was considered unacceptable; if the plot stayed between the 2 boundary lines, no conclusion could be drawn and further training was recommended.

Comprehensive learning curves were created for individual technical and cognitive endpoints in addition to overall EUS and ERCP performance. In order to generate aggregate CUSUM learning curves across AETs, generalized linear mixed effects models were used with a random intercept for each fellow and an AR(1) covariance structure. This enabled data from all trainees to be used to estimate the average learning experience for trainees. A spline was then fitted to the modeled estimates with knots at 40 and 80 evaluations to smooth the results and estimate the mean number of procedures needed to achieve competence. All statistical analyses were performed using SAS v.9.4 (SAS Institute, Cary, NC).

Results

A total of 62 AETPs were invited to participate; of these, 37 AETs from 32 programs agreed to participate in this study. At baseline, most AETs had received formal training in cognitive aspects and hands-on training in EUS and ERCP. Specifically, 52% had hands-on training in EUS (median case volume 20) and 68% to ERCP (median case volume 40) before beginning their AETP.

At the end of training, the median number of EUS and ERCPs performed/AET was 400 (range 200–750) and 361 (250–650), respectively. Overall, 2616 examinations were graded (EUS: 1277, ERCP – biliary 1143, pancreatic 196). The majority of graded EUS examinations were performed for pancreatobiliary indications (69.9%). The majority of ERCP examinations were for ASGE biliary grade of difficulty 1 (72.1%). The mean number of native papilla ERCP evaluations was 21.2 (SD 13.9). As previously published, the majority of AETs achieved competency in EUS and ERCP at the end of the 1-year training period.2

Aggregate learning curves for ERCP

Data from all AETs were used to generate aggregate CUSUM learning curves to estimate the average learning experience for AETs and to define the number of procedures required by an average AET to achieve competence in technical and cognitive aspects of biliary ERCP (Table 2, Figure 1). Two core biliary skills, native papilla cannulation and biliary sphincterotomy, were the most challenging for trainees to achieve. For an average AET to achieve competence in native papilla cannulation, 226 ERCPs needed to be performed. At this point, the trainee will have performed 110 native papilla cannulations (95% CI, 85 – 135). Similarly, the average trainee requires 120 sphincterotomies (95% CI, 100 – 145) to achieve competency in biliary sphincterotomy; at this time point, the average fellow will have performed a total of 254 ERCPs. Thus, we estimate that the average trainee will require approximately 255 ERCPs to achieve routine biliary ERCP competency. Of note, this is discordant with estimated number of ERCPs performed when trainees achieve competency via the trainer’s “global assessment” of competency (165 ERCPs).

Table 2:

Competence rates in EUS and ERCP using TEESAT and global rating scale with the mean number of procedures required for competence for an average advanced endoscopy trainee

No. of evaluations No. of AETs achieving competence n (%)* Number of procedures performing the skill required for competence for an average AET (95% CI) Number of overall procedures performed at competence thresholds (if applicable)
EUS
EUS-FNA 320 7 (63.6%) 110 (90, 140) 226
Overall technical 1151 22 (91.7%) 125 (100, 155)
Overall cognitive 1113 22 (91.7%) 135 (110, 160)
Global rating scale 1123 17 (70.8%) 165 (135, 185)
Overall cannulation 774 15 (78.9%) 105 (80, 130) 230
ERCP
Cannulation in native papilla 295 6 (54.5%) 110 (85, 135) 226
Sphincterotomy 318 8 (72.7%) 120 (100, 145) 254
Stone clearance 170 6 (85.7%) 70 (60, 85) 157
Grade 2 ERCP 230 110 (95, N/A) 305
Overall technical 972 17 (73.9%) 140 (115, 175)
Overall cognitive 985 22 (95.7%) 90 (60, 115)
Global rating scale 914 15 (75%) 165 (130, N/A)
*

Primary analysis: TEESAT: success defined as score of 1 or 2 (no assistance/minimal verbal cues), Global rating scale: success defined as score of 3 or 4 (competent to perform procedure independently/able to perform independently with limited coaching and/or requires additional time to complete). Acceptable failure rate p0=0.1, and unacceptable failure rate p1=0.3

Figure 1: Graphical representation of learning curves.

Figure 1:

Overall aggregate graphs using cumulative sum analysis demonstrating the mean number of cases (evaluation number multiplied by 5) needed for competency for an average advanced endoscopy trainee

We also looked at when trainees achieved overall technical competency in more difficult (Grade 2) biliary ERCP procedures. Trainees achieved overall technical competency after approximately 110 Grade 2 ERCPs, at which point they had performed 305 total ERCPs (95% CI, 250 - N/A). Only 4 AETs had enough data to generate meaningful learning curves for pancreatic ERCP and aggregate learning curves showed that the average AET would achieve cognitive but not technical competence in pancreatic ERCP at the end of their advanced endoscopy training. Limited number of evaluations precluded any learning curve analysis for cases requiring advanced cannulation techniques (pancreatic duct stent placement, double wire technique or precut sphincterotomy).

Aggregate learning curves for EUS

Similar to our analysis for learning curves for ERCP, we used data from all AETs to generate aggregate CUSUM learning curves to estimate the average learning experience for AETs and to define the number of procedures required by an average AET to achieve competence in technical and cognitive aspects of EUS (Table 2, Figure 1). The number of EUS procedures with FNA required for an average AET to achieve competence in EUS-FNA was 110 (95% CI, 90 – 140); at this time point, the average trainee will have completed 226 EUS examinations. Similar to ERCP, these findings were discordant with number of EUS procedures performed when estimated via a trainer “global assessment” of competency (165 EUS examinations).

Discussion

Despite the dramatic increase in AETPs, there is no fixed mandatory curriculum and no set minimal standards as to what constitutes a “high quality” AETP. The composition of AETPs has become more heterogenous with the broadening procedure portfolio of an interventional endoscopist. Thus, establishing specific minimum procedure volumes that trainees should be offered during their training helps ensure that trainees have the opportunity to achieve competence in the core interventional endoscopy procedures and also facilitate the process of trainee assessment through competency-based milestones. Specifically, understanding the number of procedures required to achieve competence by the average trainee in all core aspects of EUS and ERCP should help structure AETPs. In this study of 37 AETs from 32 AETPs, we found that the thresholds for an average AET to achieve competence in the core skills of EUS was approximately 225 cases and for ERCP was approximately 250 cases. We also found that trainees achieved competence in more complex ERCP (Grade 2) at approximately 305 total ERCPs. These volumes may be used by GI societies and AETPs in establishing the minimum standards for case volume exposure for AETs during training.

Medical procedure education has shifted from a volume-based to competency-based model. This shift reflects the understanding that trainees achieve procedural competency at varying speeds during training. Moreover, trainees may achieve competency in select skills (eg, biliary cannulation) more quickly than other skills (eg, biliary sphincterotomy). However, this shift towards competency assessment does not absolve the need for programs to be cognizant of ERCP and EUS procedure volumes offered to trainees. There is still great value in understanding how many ERCP and EUS procedures the “average” trainee will require during their fixed training period to achieve competency as programs try to decide how many different procedures they can realistically offer training on. We found that, for ERCP, the average trainee acquires competency in biliary sphincterotomy last, after completing approximately 250 ERCPs (with 120 total sphincterotomies). Similarly, for EUS, the average trainee acquires competency in EUSFNA last, after completing approximately 225 EUS examinations (with 110 total FNAs). The implications of these threshold volumes are evident. As programs develop larger portfolios (eg, submucosal endoscopy, endoscopic resection, bariatric endoscopy), AETPs must ensure that their AETs continue to participate in a large number of ERCP and EUS procedures. If this balance cannot be achieved, both the AETP and the AET will need to define which “procedures” they expect to achieve competency in and which procedures they expect to receive exposure to. We also found that there is value in additional procedure volume (approximately 300 total ERCPs) to achieve competence in complex ERCP, arguably one of the central goals of AETPs.

Our work highlights the continued difficulty in offering training in advanced ERCP techniques. Compared with biliary ERCP, this study showed that AETs receive minimal training in pancreatic ERCP during advanced endoscopy training. Despite using aggregate learning curves, we were unable to demonstrate that the average AET achieved technical competency in pancreatic ERCP. These results have significant implications for AETs and AETPs and novel strategies to increase AET training and exposure to pancreatic ERCPs and advanced EUS and ERCP procedures are warranted.

Available data defining the volume of cases required for an “average” AET to achieve competence are limited. Jowell et al19 showed that at least 180 ERCPs were required before trainees could be considered competent in ERCP (3 out of 17 trainees achieved this threshold). A systematic review highlighted the highly variable number of procedure volumes required to achieve competence (overall, 70–400; selective duct cannulation, 79–300; common bile duct cannulation rate, 160–400; and native papilla common bile duct cannulation, 350–400).20 Based on these limited data, societal guidelines have provided minimum procedure volumes wherein competence might be achieved in ERCP.1 The ASGE currently recommends that 200 supervised ERCPs need to be completed with at least 80 independent sphincterotomies and 60 biliary stent placements before competence can be assessed.21 The results of this study suggest that current training guidelines may underestimate the number of ERCPs required to achieve competence, especially as it relates to more complex ERCP. On the other hand, these results are consistent with our prior prospective multicenter study that established a minimum case load for training of 225 cases;22 a threshold recently endorsed by the ASGE.21 It should be noted that competency in general was “achieved” at lower thresholds when using a global rating scale compared with when competency for discrete core procedure skills was examined. The exact reason for this discordance is unclear. We used a loose definition wherein procedures that were performed independently by the trainee but with verbal coaching were included as “competent.” These data suggest that endoscopy trainers may overestimate competence using global assessment of competence and trainees may benefit from a forced evaluation of their trainees’ individual core skills.

Although the ASGE offers rudimentary metrics to characterize fellowships through the match program (https://www.asgematch.com), a more comprehensive evaluation of AETPs would be of value to potential trainees. It is in this context that we offer that these minimum ERCP and EUS volumes should serve as a basis for a more rigorous assessment of AETPs. Due to a lack of consensus criteria on what constitutes a “high quality” AETP, programs are unable to perform necessary self-assessment to improve training. We propose that structure, process, and outcomes measures should be defined and, using the established tools of evidence-based medicine, associated benchmarks determined. These quality metrics could then be used to guide AETs in the selection of a program. A similar process was recently published that defined elements of a high-quality surgical training and methods to measure them (Surgical Training Quality Assessment Tool – S-QAT) using the modified Delphi methodology.23 Data from our study provide one set of metrics that may be used by GI societies to establish minimal standards for high-quality AETPs as highlighted in Table 3.

Table 3:

Proposed standards assessment for advanced endoscopy training programs

ERCP Training
Structure Measure Minimum number of trainers
Availability of EUS and ERCP
Process Measure Periodic competence assessment using a validated tool
Minimum case load with hands-on training - overall
Minimum case load with hands-on training in native papilla cases
Minimum case load with hands-on training in cases requiring sphincterotomy
Outcomes Measure Independent overall and native papilla cannulation rate
Adverse event rate
EUS Training
Structure Measure Minimum number of trainers
Availability of EUS and ERCP
Process Measure Periodic competence assessment using a validated tool
Minimum case load with hands-on training - overall
Minimum case load with hands-on training in cases requiring EUS-guided tissue acquisition
Outcomes Measure Adequacy rate of samples obtained during
EUS-guided tissue acquisition
Adverse event rate

There are several limitations of this study that merit discussion. This study did not include all AETPs in the United States, thus limiting the generalizability of these results. However, there was no difference in basic attributes such as number of AETs and annual EUS and ERCP volumes between participating and non-participating AETPs [www.asge.org/home/educationmeetings/training-trainees/advanced-endoscopy-fellowship-(aef)]. There is a potential for selection bias among AETs and trainers who opted to participate. The subjective nature of competence assessment among trainers is an inherent limitation of any study evaluating learning curves and competency. We attempted to address this through use of validated assessment tools and rater training. Similarly, this study included trainers with varying cumulative experience and training styles. However, this limitation was accounted for by the use of a standardized assessment tool (TEESAT) with strong validity evidence that has established and well-defined anchors for all specific endpoints. The limited number of participating AETs precluded a stratified analysis that was based on AET background training, and type of prior cases performed. Although there is potential for the Hawthorne effect (as AETs were aware of which procedure would be assessed), we hypothesize any effect would be minimal as trainees are likely to try and successfully achieve endpoints of interest (eg, cannulation or FNA) consistently through all cases. The interobserver and intraobserver agreement among trainers using TEESAT was not assessed in this study and should be addressed in future studies. The learning curves used in this study to establish the described thresholds were based on periodic feedback the AETs received on a quarterly basis and thus represent a “best-case scenario” in which trainees consistently received structured and benchmarked feedback. The opportunity to apply the TEESAT scores to refine and maximize the efficiency of training methods for particular advanced endoscopy techniques is an important area of future investigation. The strengths of this study include (1) defining the minimum case volume for EUS and ERCP procedures in one of the largest cohorts of AETs and AETPs, (2) using a standardized assessment tool with strong validity evidence and incorporating rater training, and (3) using a comprehensive data collection and reporting system with robust statistical methodology for aggregate learning curves using CUSUM analysis.

Conclusions

The results of this prospective multicenter study provide thresholds for an average AET to achieve competence in EUS and ERCP. These thresholds have significant implications for the ASGE and AETPs in defining what minimal procedure volumes AETPs must provide to ensure that most AETs have the opportunity to achieve competence in these core interventional endoscopy procedures. Because one of the goals of AETPs is to provide competency in both basic and advanced ERCP and EUS, our data suggest that AETPs should offer at least 300 ERCP and 225 EUS procedures, per trainee, to allow the average trainee to achieve competency

Supplementary Material

1

Supplementary Figure 1: TEESAT - ERCP Evaluation

Supplementary Figure 2: TEESAT - EUS evaluation

Acknowledgments

Funding/Support: This study was funded by the American Society for Gastrointestinal Endoscopy (ASGE) 2015 Endoscopy Research Award and the University of Colorado Department of Medicine Outstanding Early Scholars Program (SW). REDCap was supported by funding from NIH/NCRR Colorado CTSI Grant Number UL1 TR001082.

Role of the Funder/Sponsor: The ASGE had no role in the design and conduct of the study; collection, management, analysis, and interpretation of the data; preparation, review, or approval of the manuscript; or the decision to submit the manuscript for publication.

Conflict of Interest Disclosures: Dr. Buscaglia has received compensation for speaking and consulting for AbbVie and Boston Scientific. Dr. Kochman has received compensation for consulting for Boston Scientific, Dark Canyon Labs, Ferring, and Olympus. Dr. Mullady has received compensation for consulting for Boston Scientific and for speaking for AbbVie. Dr. Stevens has received compensation for speaking and consulting for AbbVie and Boston Scientific. Dr. Wani has received compensation for consulting for Boston Scientific and Medtronic. Other authors report no conflicts of interest.

Results of this study were presented in part as Oral Presentations at the Digestive Disease Week 2018, Washington DC.

Glossary

ACGME

Accreditation Council for Graduate Medical Education

AETPs

Advanced Endoscopy Training Programs

AET

Advanced Endoscopy Trainee

ASGE

American Society for Gastrointestinal Endoscopy

CBME

Competency-Based Medical Education

CUSUM

Cumulative Sum

ERCP

Endoscopic Retrograde Cholangiopancreatography

EUS

Endoscopic Ultrasound

LCs

Learning Curves

NAS

Next Accreditation System

QIs

Quality Indicators

Footnotes

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References

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Supplementary Materials

1

Supplementary Figure 1: TEESAT - ERCP Evaluation

Supplementary Figure 2: TEESAT - EUS evaluation

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