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Communication

from the ASGE


Training CORE CURRICULUM
Committee

Core curriculum for peroral endoscopic myotomy (POEM)


Sunil Dacha, MD,1,* Hiroyuki Aihara, MD, PhD,2,* Gobind S. Anand, MD,3 Kathryn R. Byrne, MD,4
Prabhleen Chahal, MD,5 Theodore James, MD,6 Thomas E. Kowalski, MD,7 Emad Qayed, MD, MPH,8
Aparna Repaka, MD,9 Mohammed Saadi, MD,10 Sunil G. Sheth, MD,11 Jason R. Taylor, MD,12
Catharine M. Walsh, MD, MEd, PhD,13 Renee L. Williams, MD, MHPE,14
Mihir S. Wagh, MD, FACG, FASGE (ASGE Training Committee Chair)15

This document was reviewed and approved by the Governing Board of the American Society for Gastrointestinal
Endoscopy.

This document is one of a series of documents pre- the standard 3-year gastroenterology fellowship, they can
pared by the American Society for Gastrointestinal Endos- learn the performance of POEM during a dedicated
copy Training Committee. This document contains advanced endoscopy fellowship or in special Third Space
recommendations for a training curriculum intended Endoscopy programs, as available.
for use by endoscopy training directors, endoscopists
involved in peroral endoscopic myotomy training, and Faculty
trainees learning this procedure. This document was Programs dedicated to POEM training should have at
developed as an overview of techniques currently favored least one faculty member experienced in POEM and sub-
for the performance and training of peroral endoscopic mucosal endoscopic procedures. The training faculty
myotomy and to serve as a guide to published references, should be committed to providing a comprehensive
videos, and other resources available to the trainer. training experience that includes didactic teaching, super-
Peroral endoscopic myotomy (POEM) has emerged as a vised ex vivo model and simulator training, clinical
minimally invasive, flexible endoscopic option for the treat- hands-on training, and continuous assessment of technical,
ment of achalasia and other spastic esophageal motility disor- nontechnical, and cognitive skills. The training faculty
ders.1-4 POEM is currently performed by interventional should ensure hands-on participation in an adequate num-
gastroenterologists, minimally invasive foregut surgeons, ber of cases and quality teaching during training.
and cardiothoracic surgeons. However, no standard training
curriculum is presently available for providing comprehensive
Facilities
information on the training process for POEM, and hands-on
POEM can be performed in the interventional endoscopy
training for POEM in North America is limited. The perfor-
suite or in an operating room. An upper endoscope with a distal
mance of POEM requires advanced flexible endoscopic skills
attachment cap, electrosurgical generator, low-flow CO2 insuf-
and a thorough understanding of mediastinal and upper
flator, endoscopic knives, and hemostatic forceps are essential
abdominal anatomy. The aim of this document is to highlight
for performing POEM procedures. Programs should consider
core concepts and skills required for the performance of safe
setting up a “POEM cart” with the necessary equipment needed
and effective POEM with emphasis on technical, nontech-
for the performance of the procedure and management of
nical, and cognitive aspects of training. Additional information
adverse events (eg, Veress needle for abdominal decompres-
can be accessed at the American Society for Gastrointestinal
sion). In addition, the facility should have endoscopy nurses
Endoscopy (ASGE) guidelines for achalasia.5
and technicians familiar with POEM assisting during the proced-
ure. The availability of appropriate surgical backup is recommen-
TRAINING ENVIRONMENT ded in case of unforeseen adverse events.

Trainee
Before initiation of POEM training, trainees should be TRAINING PROCESS
proficient in all aspects of general endoscopy. Once
trainees acquire adequate general endoscopic skills during Although there are no published guidelines for training
in POEM, experts suggest starting with observation of live
cases,6,7 attending POEM-related didactic courses, and
Copyright ª 2021 by the American Society for Gastrointestinal Endoscopy engaging in self-learning using online contents (eg, ASGE
0016-5107/$36.00 GI Leap).8 A hands-on experience on ex vivo models and
https://doi.org/10.1016/j.gie.2020.10.026 progressing to live animal models is preferred before the

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Core curriculum for POEM Dacha et al

TABLE 1. Core technical, nontechnical and cognitive skills for training in POEM

Technical Nontechnical Cognitive

 Appropriately apply the distal  Work effectively as a member of a multidisciplinary  Understand the indications, contraindications,
attachment cap to the endoscope team to ensure that knowledge is shared and and alternatives for POEM
 Create a submucosal bleb and understanding is reached to provide effective  Formulate an endoscopic plan for the POEM
perform mucosal incision patient-centered care procedure based on prior surgical and
 Safely navigate the endoscope  Demonstrate situational awareness including endoscopic treatments
into the submucosal space continuous assessment of the situation and  Interpret high-resolution esophageal
 Perform submucosal tunneling problem recognition manometry and esophagrams to identify
 Minimize CO2 insufflation in the  Demonstrate leadership by supporting team type of motility disorder amenable for POEM
submucosal tunnel members, maintaining standards, and directing  Recognize the emerging role of impedance
 Appropriately perform hemostasis problem management planimetry (endoluminal functional lumen
using the dissection knife and  Demonstrate judgement and decision-making imaging probe) as a potential adjunctive
electrosurgical coagulation graspers skills to choose appropriate course of action diagnostic tool
 Perform selective circular muscle  Evaluate patient suitability and cardiopulmonary  Understand periprocedure antiplatelet and
myotomy and/or full thickness fitness for the POEM procedure, in consultation with anticoagulation management
myotomy anesthesia specialist as needed in selected cases  Understand the importance of using
 Avoid excessive myotomy in  Obtain informed consent by explaining the risks, low-flow CO2
gastric cardia to minimize benefits, and alternatives for POEM and expected  Know the different types of endoscopic
esophageal reflux outcomes knives, coagulation graspers, and
 Identify and manage adverse  Understand the risk of aspiration and communicate electrosurgical generators
events during POEM with the anesthesia team  Understand mediastinal anatomy
 Effectively communicate endoscopic plan and  Recognize anatomic landmarks to identify
procedure goals with endoscopy team anterior and posterior walls of the
 Document a detailed procedure report with an esophagus and landmarks at the
accurate description of procedure details, types gastroesophageal junction
of devices used, and intraprocedural adverse  Consistently identify the orientation
events, if any of mucosa and muscle layers in the
submucosal tunnel

POEM, Peroral endoscopic myotomy.

trainee can transition to participation in live human POEM history, including prior endoscopic and surgical treatment, is
cases with an experienced trainer.6,7 The training program essential to plan the POEM procedure (eg, prior history of
should provide adequate POEM cases for obtaining Heller myotomy). Based on these factors and the type of
proficiency in POEM for independent practice. The achalasia (types I/II vs III) and esophageal anatomy (eg, sig-
number of cases required to achieve proficiency moid esophagus), trainees should be able to formulate an
in POEM is highly variable (ranging from 13 to 100 appropriate endoscopic plan regarding perioperative use of
cases),9-13 with most reports based on the personal antibiotics, location and length of myotomy, and preoperative
learning curves of experienced endoscopists rather than and postoperative diet restrictions. Trainees should also learn
on training data.6,14 to obtain informed consent by explaining the risks and bene-
fits of and alternatives to the POEM procedure, and expected
GOALS OF TRAINING outcomes to the patients.

The core technical, nontechnical, and cognitive skills for Equipment


training in POEM are listed in Table 1 and further discussed As with any endoscopic procedure, trainees should un-
below. derstand the functioning of all equipment used in the
POEM procedure. Trainees should understand the impor-
Preprocedure assessment tance of using a distal attachment cap and low-flow CO2
Trainees should understand the indications for perform- insufflation for the POEM procedure. Trainees should
ing POEM and be able to appropriately recommend POEM know the appropriate concentration of blue dye in the in-
as indicated by the findings of endoscopic, manometric, jection solution (indigo carmine or methylene blue) to
and radiographic evaluations. Trainees should recognize facilitate recognition of the submucosal layer during sub-
the emerging role of the endoluminal functional lumen mucosal tunneling. Trainees should be well versed with
imaging probe as a potential adjunctive diagnostic tool. electrosurgical generator settings used during POEM
Trainees should understand contraindications and alternatives because the various steps in POEM require appropriate
to POEM, including pneumatic balloon dilation, endoscopic adjustment of electrosurgical parameters for mucosal inci-
botulinum toxin injection, and Heller myotomy, and be able sion, submucosal dissection, hemostasis, and performing
to appropriately select patients for POEM. A detailed medical myotomy. Trainees need to understand the types of

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Dacha et al Core curriculum for POEM

endoscopic knives with or without fluid injection function vent unintentional mucosal injury. Trainees should learn
and their dissection, cutting, and coagulation capabilities to minimize CO2 insufflation in the submucosal tunnel to
based on the shape of the knives and current density. minimize capnomediastinum and capnoperitoneum.
Trainees should be able to identify perforating vessels to
Sedation management perform appropriate prophylactic hemostasis. A very
Trainees should communicate the plan and expecta- crucial step in the POEM procedure is the identification
tions with their endoscopy team including anesthesia pro- of the gastroesophageal junction while performing submu-
viders before all POEM procedures. Because all POEM cosal dissection to determine the length of the tunnel in
procedures are performed with the patient under general the esophagus and gastric cardia. Trainees should be
anesthesia with endotracheal intubation, trainees should able to identify the gastroesophageal junction by the nar-
discuss the risk of aspiration because of esophageal stasis row submucosal space, change in vascularity, and orienta-
with their anesthesiology providers. Rapid sequence intu- tion of muscle layers. Trainees should also be able to
bation followed by aggressive oral suctioning and endotra- identify the sling muscle fibers in the gastric cardia and
cheal suction may need to be performed to prevent take precautions to avoid injury.
aspiration. Trainees should work with their anesthesia pro- Performing myotomy. Trainees should be able to
viders to develop an anesthesia-related protocol for POEM, determine the appropriate location to begin the myotomy
including administration of antibiotics, maintaining paraly- (typically at 1-2 cm distal to the mucosotomy site).
sis during the entire procedure, and intraprocedure moni- Trainees should be able to identify circular and longitudi-
toring of peak airway pressures. nal muscle layers when performing the myotomy. Trainees
should be able to extend the myotomy up to 2 to 3 cm into
POEM hands-on training the stomach beyond the gastroesophageal junction.
POEM is an advanced endoscopic procedure requiring Trainees should understand the importance of avoiding
skills in submucosal dissection and hemostasis. Based on extensive myotomy in the cardia to minimize gastroesoph-
their skill level, trainees may initially only participate partially ageal reflux.
in each step of the procedure, whereas critical steps may be Mucosotomy closure. Trainees should be able to
performed by the experienced trainer. These critical steps perform a secure mucosotomy closure with endoscopic
include submucosal entry, preemptive coagulation of sub- clips or endoscopic suturing under direct vision because
mucosal vessels and perforating arteries, and mucosotomy this is a critical step to prevent post-POEM leak.
closure.14-16 Subsequently, after gaining more experience,
trainees should be able to independently perform all the Recognition, prevention, and management of
steps of the POEM procedure as described below. adverse events
Submucosal injection and mucosal incision. POEM is a technically challenging and complex endo-
Trainees should be able to select the site for mucosal inci- scopic procedure with the potential for severe adverse
sion and perform an appropriate submucosal injection. events. Many published articles have reported low adverse
Mucosal incision is a crucial early step in the POEM proced- event rates.17 However, it is crucial to understand that
ure. Trainees should understand the importance of avoid- most of those cases were performed by experts, and the
ing muscle incision and perforation at this stage, because a potential for severe adverse events in the hands of
perforation may preclude completion of the POEM proced- novice endoscopists should be appreciated by trainees.
ure. Trainees should learn the appropriate depth of inser- Trainees should learn to identify adverse events in a
tion of the endoscopic knife to cut both the mucosal layer timely manner and manage them appropriately, as
and muscularis mucosae to expose the submucosal tissue. outlined below.
Submucosal entry. After performing a mucosal inci- Bleeding. Bleeding can be encountered during any
sion, trainees should learn the technique to advance the step of the POEM procedure but can be more severe
endoscope into the submucosal layer. To facilitate submu- from large perforating vessels near the esophagogastric
cosal entry, the submucosa under the mucosotomy site junction and on the gastric side of the submucosal tunnel.
should be dissected toward the distal and lateral sides. Trainees should learn to identify these vessels and coagu-
This step remains a significant challenge for most trainees late them preemptively. Once acute bleeding is encoun-
during early POEM procedures, and correct principles of tered, trainees should learn to treat small vessels by
submucosal dissection should be emphasized. coagulation with the dissecting knife and also be profi-
Visualization within the submucosal tunnel and cient in using an electrosurgical coagulation grasper to
submucosal dissection. Trainees should be able to manage larger blood vessels. Trainees should understand
consistently identify the orientation of the mucosa, submu- the role of tamponade with the distal cap or balloon when
cosal layer, and proper muscle layer to prevent inadvertent endoscopic visualization is not feasible because of signif-
mucosal injury while creating a submucosal tunnel. icant bleeding. Trainees should understand the impor-
Trainees should understand the importance of performing tance of preemptive coagulation of visible vessels to
submucosal dissection closer to the muscle layer to pre- prevent delayed bleeding within the tunnel.

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Core curriculum for POEM Dacha et al

Perforation. Inadvertent perforation can occur during ous emphysema, often seen on radiologic imaging after
initial mucosal incision. This is typically caused by insuffi- POEM, in asymptomatic patients. Trainees should recognize
cient submucosal injection, submucosal fibrosis, misrecog- that false-negative findings on an esophagogram can occur
nition of the depth of insertion of the endoscopic knife, in some patients.19 Trainees should understand the
and insufficient submucosal dissection at the time of sub- importance of postprocedure follow-up to document
mucosal entry. Trainees should learn to perform a secure improvement in symptoms (Eckardt score)20 and additional
closure if a full-thickness perforation is encountered at or tests such as esophageal manometry, upper endoscopy, and
in close proximity to the mucosotomy site. esophageal pH testing as needed.
Trainees should also understand the importance of
maintaining mucosal integrity during the POEM procedure.
SUMMARY
Mucosal injury may occur in the tunnel because of thermal
injury when dissection, myotomy, or hemostasis is per-
This POEM training curriculum is meant to serve as a
formed close to the mucosa. Trainees should carefully
platform for education, training, and practice. By providing
check the mucosal layer to identify mucosal injuries during
information to endoscopy trainers about the common
submucosal dissection or myotomy and promptly close the
practices used by experts in these techniques, the ASGE
defect.
hopes to improve the teaching and performance of POEM.
Capnomediastinum and capnoperitoneum.
Trainees should learn that POEM should only be per-
formed with CO2 insufflation and never using air. CO2 DISCLOSURES
can escape into the mediastinum and peritoneal cavity dur-
ing the POEM procedure. Trainees should recognize the The following authors disclosed financial relationships:
signs and symptoms of capnoperitoneum (abdominal H. Aihara: Consultant for Boston Scientific Corporation, Fu-
distention, pain) and be able to perform needle decom- jifilm Medical Systems USA, Inc, and Olympus America, Inc.
pression of the abdomen if hemodynamic instability is K. R. Byrne: Royalties from UpToDate, Inc. T. E. Kowalski:
encountered. Trainees should recognize the benign nature Consultant for Boston Scientific Corporation and Medtronic
of subcutaneous emphysema during POEM and communi- USA, Inc. J. R. Taylor: Consultant for AbbVie. R. L. Williams:
cate with the anesthesia team and nurses regarding post- Stockholder in Boston Scientific Corporation. M. S. Wagh:
procedure expectations and recognition of triggers for Consultant for Boston Scientific Corporation, Incyte Corpo-
higher levels of care. ration, Medtronic, and Olympus America Inc.
Esophageal stent placement for leaks or perfora-
tion. It is unusual to encounter a large perforation during
a meticulously performed POEM procedure. However, REFERENCES
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Reprint requests: Mihir S. Wagh, MD, FACG, FASGE, Division of Gastroenter-
AbbreviationsASGE, American Society for Gastrointestinal ology, University of Colorado-Denver, 1635 Aurora Ct, F735, Aurora,
EndoscopyPOEM, peroral endoscopic myotomy CO 80045, USA.

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