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ENDD05-1207: Achieving Competency in ERCP

Authors: By Barbara Zuccala RN, BSN, CGRN
1.2 contact hours


OBJECTIVES

1. Describe the purpose of ERCP.
2. List two steps to achieve competency in ERCP.


Over the past 20 years great strides have been made in the diagnosis and treatment of gastrointestinal (GI) disorders/diseases. Nurses who have worked in endoscopy have seen numerous changes in the technology used in the GI procedures performed. This new technology requires extensive, on going training of nurses. This training allows them to feel comfortable and proficient when assisting physicians in endoscopic procedures. In the past, little training and/or education was available to GI nurses. Nurses learned by modeling behavior observed in more experienced nurses. Nurses were expected to be knowledgeable, competent and aggressive in technological advances. At times, nurses were expected to assist in these procedures without any previous didactic or clinical education. The nurses could not demonstrate adequacy of knowledge, skill and/or competency prior to performing this procedure, and expressed frustration regarding this lack of education.

The New Jersey Board of Nursing states that "the act of performing a procedure is not in your scope of practice if you do not possess the knowledge and clinical competency to perform safely."1

As a self-trained nurse in a very complicated GI procedure, I know first-hand how frustrating a lack of education and training can be. I am self trained in endoscopic retrograde cholangiopancreatography (ERCP) -- the most challenging and riskiest procedure that is performed in GI. ERCP uses a combination of endoscopic and radiologic techniques to visualize the biliary and pancreatic ducts.2

Since the introduction of ERCP, there have been great improvements in the technique, equipment, and clinical use of biliary endoscopy.3 (Kochman, 2005). These improvements come with new challenges for the GI nurse. Various techniques and accessories are needed to perform this procedure and it is imperative that the nurse be knowledgeable, competent and proficient in all aspects of ERCP. Understanding the conceptual aspects of the devices used during this procedure, and being skillful in handling this equipment leads to a positive outcome for all involved. During an ERCP, the physician relies on the nurse’s clinical knowledge, and patients are directly affected by their skill and knowledge.

There are different models of endoscopes used in ERCP, each having different inner channel sizes. The inner channel allows the passage of accessories used during the procedure. Most endo/GI units stock more than one model and physicians are not always aware of scope specifications. The physician relies on the nurse to know which accessories will fit into the channels of the different scopes. Having this clinical knowledge can reduce the stress level of all involved in the procedure and improve the patient’s outcome.

In order to increase confidence and decrease stress, it is essential that the nurse be knowledgeable about the indications, contraindications, and complications of the procedure.

As recently as 10 years ago, there was little didactic or hands-on education available to nurses assisting with ERCP. Unfortunately, in some hospitals today, there still is a minimal amount of education for this challenging procedure. Nurses newly hired to work in endoscopy/GI know very little about the biliary system. In order for GI nurses to understand the anatomy of the GI tract, the reason for the procedure and the sequences of the procedure, they need to be thoroughly educated, and they must prove their competency on an on-going basis.

The first time I observed an ERCP, it was very confusing. The nurse and physician talked about cannulating, an ampulla, a sphincter, and injecting dye. Since I had limited knowledge about the biliary system, I had no idea what they were doing or what they were talking about. At that time (1990), ERCPs took three to four hours to perform. After such a long procedure, the nurses and physician were exhausted and stressed, and could not be bothered to explain to me what was done in the procedure. I made it my mission to learn everything I could, by reading, talking to physicians, experienced nurses and product vendors, and attended numerous seminars on this subject. Since most nurses were in the same situation as I was, I realized there was a great need for education on ERCP. I started to organize seminars with hands-on workshops for the nurses. Since numerous pieces of equipment and accessories are used in ERCP and proficiency is key to a successful procedure, the hands-on segment was a very important addition to the seminars.

For the past four years, I have been presenting at regional and national conferences for endo/ GI nurses on the subject of ERCP. I also train the nurses in my unit for this procedure and have developed competencies that must be completed prior to the nurse being approved to assist in procedures.

The constant advances in technology in ERCP make the procedure more challenging than ever, and ongoing training, education and practice is critical. The new ERCP techniques can be very intimidating even to experienced nurses and many are nervous about assisting in this very stressful procedure. Many physicians performing ERCPs are also anxious and sometimes insecure. They frequently blame the assisting nurse for anything that goes wrong -- causing additional stress for the nurse.

In most hospitals, ERCPs are not performed as frequently as other GI procedures, so nurses can easily lose their skills due to limited exposure. In order for the nurse to remain proficient, they are encouraged to practice, practice, practice. My motto is, "The procedures that are performed the least must be practiced the most."

Helpful Tips

Before observing an ERCP, a review of the anatomy and physiology of the biliary system is a must. This knowledge will provide an understanding about where the physician and nurses are working in the body and exactly what is being done. Understanding the theory behind the nursing actions separates the nurse from technicians. Asking questions is the best way to learn. Ask the physician why ERCP is indicated on this particular patient and what therapeutic steps will be taken during this procedure. Knowing the physician’s possible plan of action ahead of time allows the nurse to prepare the necessary equipment and review anything he/she is unsure of prior to the procedure. For example, if the nurse is aware that placement of a stent is indicated and is unsure of how to set up and deploy a stent , this would give her/him the necessary time to review stent placement with the physician or another experienced nurse. Being prepared will alleviate much of your stress.

Prior to an ERCP, review the patient’s chart. Be aware of the history, medical conditions and lab values that could complicate or delay the procedure.

Although there is an array of equipment necessary to perform ERCP, an attempt to limit certain accessories (i.e., guidewires) to one or two vendors can decrease confusion.

Numerous accessories are used during this procedure, and the nurse is responsible to know the purpose of each piece of equipment, how it is used and where it is located in the procedure room. Be familiar with all of your scopes: have knowledge of the scopes’ inner channel sizes and which accessories they will accommodate. When the physician asks for an accessory, he/she wants it NOW! During the procedure, time is of the essence. Wasting time fumbling for equipment could cause the physician to lose his/her position in the common bile duct (CBD). If position is lost, recannulation can be very difficult. Recannulating the papilla not only lengthens the procedure time, putting the patient at a higher risk of anesthesia related complications , but repeated attempts to cannulate causes edema of the papilla, which increases the patient’s risk of pancreatitis. Pancreatitis is the most common major complication of ERCP , occurring in five percent to seven percent of patients.4

Mock ERCP has proven to be very helpful in educating and reinforcing existing knowledge. For these mock ERCPs, all the equipment needed for a procedure is set up. Nurses work as if they were really assisting, while the physician’s role is played by a nurse. Since there is no physician or patient present, it is a less stressful environment and more learning can occur. The feedback from the nursing staff on mock ERCPs has been very positive.

Vendors are very willing to give practice equipment to the unit so that whenever the nurses have the opportunity, they can practice and work with the equipment, which assists them in maintaining competency.

Team communication is very important when assisting in ERCP. The nurse should have confidence that her team partner will know where all equipment is located and be able to prepare it for use when needed. During an ERCP is not the time to learn where equipment is located -– time and efficiency are of the utmost importance.

Since ERCP is not performed as frequently as other GI procedures, skill and proficiency can easily be lost. This can be avoided if a core team of nurses is trained to do ERCP. If the core team is kept small, chances are they will do ERCPs frequently and maintain their skills with repetition and practice.

Numerous accessories, devices, and medications are needed for ERCP. Keeping laminated lists (on the ERCP traveling cart or in the procedure room) that can be referred to when setting up for a procedure can prevent forgetting important equipment. The use of a flow chart that shows all the necessary steps in setting up for an ERCP can also be helpful. Increasing confidence and reducing the fear of ERCP will lead to successful procedures.

With constant advances in technology, nurses must take an active role in educating themselves. Seize every opportunity to keep up with this technology in order to best serve our patients. Taking advantage of educational courses and vendor programs will help maintain skills and proficiency. Our goal as competent nurses is to deliver quality patient care. "Proficiency is the key to a positive outcome."

References

1. New Jersey Board of Nursing. (1999).Fact Sheet: Decision Making Model for Determining Scope of Nursing Practice. Retrieved October 13, 2005, from www.state.nj.us/lps/ca/nursing/algo1.htm

2. Society of Gastroenterology Nurses and Associates. (2003). Gastroenterology Nursing, A Core Curriculim. St. Louis: Mosby-Year Book, Inc.

3. Kochman 2005. GET FROM BARBARA.

4. National Institute of Health, NIH State-of -the –Science Statement on Endoscopic Retrograde Cholangiography (ERCP) for Diagnosis and Therapy. NIH Consensus and State-of –the- Science Statements. 2002:19(1):1-26.

6. VanDam, J., & Wong, R.C.K., (2004). Gastrointestinal Endoscopy. Georgetown; Landes Bioscience

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