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Endoscopy Revised
Endoscopy Revised
Endoscopy Revised
BY
MONTH YEAR:
Executive Summary
The global impact of the COVID-19 pandemic on endoscopy services has been severe,
since people and real estate have been repurposed. As the recovery process begins from the
delays. The purpose of these study is to offer doctors with consensus advice for resuming
endoscopy services quickly and safely. An evidence-based literature evaluation was conducted
on the various tactics utilized around the world to manage endoscopy and control infection
during the COVID-19 pandemic. Decreasing missed appointment percentages can increase
clinical utilization and efficiency, eliminate waste, enhance satisfaction, and result in better
health care experiences, according to research. Missed appointment rates in patient care
globally range from 10% to 50%, with an average rate of 27% in North America. The statements
were divided into three categories: pre-endoscopy, during endoscopy, and post-endoscopy, and
areas where disease prevalence is high. The recommendations for patient and healthcare worker
testing, suitable donning and doffing regions, and social distancing measures prior to endoscopy
This research is dedicated to my family and many friends. I owe a special debt of
perseverance still sing in my ears. My sisters are very dear to me and have never left my side.
This study is also dedicated to my numerous friends and church family who have helped me
along the way. I shall be eternally grateful for everything they have done for me, particularly for
iii
Acknowledgments
I'd like to express my heartfelt gratitude to my teacher and our principal for providing me
with the wonderful opportunity to do this wonderful project on the topic (after covid-19:
guidelines for re-opening an endoscopy suite), which also allowed me to do a lot of research and
learn a lot of new things. I'm truly grateful to them. Second, I'd like to express my gratitude to
my parents and friends for their assistance in completing this project within the time constraints.
Table of Contents
List of Tables................................................................................................................................viii
List of Figures.................................................................................................................................ix
1.1 Introduction................................................................................................................................1
1.5 Summary....................................................................................................................................7
2.1. Introduction...............................................................................................................................8
2.5. Recruitment.............................................................................................................................16
3.1 Introduction..............................................................................................................................20
3.4 Contribution to Theory, the Literature, and the Practitioner Knowledge Base.......................20
3.6 Conclusion...............................................................................................................................21
REFERENCES..............................................................................................................................22
PUBLISHING AGREEMENT......................................................................................................52
STATEMENT OF ORIGINAL WORK........................................................................................54
LIST OF TABLES
1.1 Introduction
via droplets produced from the upper respiratory tract. Endoscopy is an aerosol-generating
operation (AGP) that has the potential to transmit illness, putting both HCPs and patients at risk.
As a result, most national organizations issued guidelines on how to enhance endoscopy safety
during the epidemic. COVID 19 impacted health care and medical practices throughout the
world. Gastrointestinal (GI) clinical practices were impacted in multiple ways with the virus.
Initial plans for most outpatient clinics included cancelation of appointments, outpatient
Additionally, GI clinics treat patients with Ulcerative Colitis, Inflammatory Bowel Disease and
Crohn’s Disease (Castagna et al., 2021). The intense focus on mitigation and infection
control measures during this crisis has left major health care requirements unmet, with the
potential harmful implications of extended delays in treatment. The causes of these delays
include the widespread closure of medical offices, the cancellation of non-emergent treatments,
and the loss of health insurance by millions of people. Patients with chronic illness were
adequately and successfully managed prior to the pandemic (Danese et al., 2020). However, once
the clinic closure took place, a few patients reported experiencing new and uncontrolled
symptoms due to the lack of diagnostic care and treatment. COVID-19 is the unwanted guest that
refuses to depart for certain patients. Insomnia, tiredness, changes in taste and smell, shortness of
breath, palpitations, dizziness, chest discomfort, anxiety, and sadness are among the symptoms
reported by these survivors. In other instances, the symptoms are incapacitating, prohibiting
people from working or simply going about their everyday lives. The focus of this capstone
project was to create a formalized, implementation strategy to reopen the clinic and to match
For this to be successfully accomplished, there must be a phased implementation, taking into
account new practices that help to prevent a “re-bending” of the COVID-19 curve, as well as the
implementation of the formal recommendations put forth by the Joint Society (Singh & Day,
2020).
There are no current studies outlining the long-term impact of what the reduction of endoscopic
capacity will have on patients’ condition and associated health, or functional capacity and
maintaining continuity of care in a world living with COVID-19 is necessary to prevent longer
term consequences such as GI-related illnesses, mortality, and unmanaged chronic conditions
1. Create a triaging process that categorizes urgent, semi-urgent and non-urgent patients based on
patient risk factors per the guidelines and recommendations set forth by state and federal
3. Analyze the effectiveness of the Joint Society’s recommendations: When severe or increasing
neurologic impairments are present, or significant underlying diseases are suspected based on
history and physical examination, clinicians should conduct diagnostic imaging and testing for
An endoscopy suite, like many other crucial medical processes, is a complex operation whereby
missed and cancelled appointments affect the healthcare industry directly, with a large impact on
patient care.
The World Health Organization declared COVID-19 a pandemic in March 2020. (Doktorchik et
al., 2020). The pandemic caused a proliferation of cancelled appointments for the GI clinic. The
decision to cancel was made by the patient or the physician’s office. The clinic canceled
appointments to mitigate the risk of transmitting the virus to healthcare personnel. All elective
and preventive health visits were immediately cancelled (Fiori et al., 2020). Practices were
The limitation to this approach was that more serious cases may not be seen in time to prevent
extremely crucial that a detailed triaging protocol be created to successfully identify urgent
Multiple questions were raised regarding the gastrointestinal and liver manifestations of COVID-
Association for the Study of Liver Diseases (AASLD), the American College of
Gastroenterology (ACG), and the American Society for Gastrointestinal Endoscopy (ASGE)
highlighted the potential for SARS-CoV-2 transmission through droplets, an established mode of
transmission, and possibly fecal shedding, appropriate PPE that should be used during specific
procedures and the associated risk for transmission to endoscopy personnel during
The purpose of this capstone project is to create a guideline that every endoscopy facility must
provide a safe environment for both patients and employees. Adherence to the current guideline
intervals proved to improve patient outcomes, reduce the risk of harm and improves resource
utilization. Additionally, missed and cancelled appointments have not only financially impacted
the healthcare industry but leads to the potential for adverse patient outcomes. Patients who are
their risk for GI-related symptoms. Research has shown that lowering missed appointment rates
can improve clinical efficiency and utilization, reduce waste, improve provider satisfaction and
lead to better health outcomes for patients. Missed appointment rates range from 10% to 50%
across healthcare settings in the world with an average rate of 27% in North America. Patients
with higher missed appointment rates are significantly more likely to have incomplete preventive
cancer screenings, worse chronic disease control and increased rates of acute care utilization
(Mohammadi, et al., 2018). It is crucial that a detailed triaging protocol is created as part of the
rescheduling process to successfully identify urgent cases, semi-urgent cases and non-urgent
cases (Telford, et al; 2019). It is also imperative that physicians and healthcare personnel utilize
the correct PPE during endoscopic procedures that were highlighted within the formal
recommendations. Regardless if the patient missed the appointment or the clinic cancelled,
patients are more likely to have poor chronic disease control and increased use of Emergency
Department services.
PQ1: How do COVID-19 implementation practices affect a San Francisco, CA practice in terms
of rescheduling cancelled appointments and the accurate use of Personal Protective Equipment
As GI practices and Advanced Surgical Centers begin the initial stages in the process of re-
opening their facilities and re-hiring their work staff, the American Gastroenterological
Association seeks to provide the guidance required to make the process successful.
The Joint Society created a guidance document that summarizes the data and provide evidence-
based recommendation and clinical guidance. This rapid recommendation document was
commissioned and approved by the AGA Institute Clinical Guidelines Committee (CGC), AGA
Institute Clinical Practice Updates Committee (CPUC), and the AGA Governing Board to
provide timely, methodologically rigorous guidance on a topic of high clinical importance to the
These guidelines are not intended to impose a standard of care for individual institutions,
healthcare systems or countries. They provide the basis for rational informed decisions for
patients, parents, clinicians, and other health care professionals in the setting of a pandemic.
As a result of the COVID-19 pandemic, patients who require regular interval
patients who are immunosuppressed and/or require routine visits with their healthcare provider
are unable to access treatment thereby requiring patients to seek treatment at emergency
rooms and overwhelming the emergency providers who are responding to the COVID-19 crisis.
This proposal aims to develop a roadmap to assist GI practices on the accurate and appropriate
use of PPE for endoscopic procedures, to develop a triaging process that will assist practices in
identifying their most severe patient cases and render the appropriate treatment.
The success of the project will be determined by the development of a patient screening pathway
based on the patient’s risk factors, the development of recommendations for testing, and the
efficient implementation of the joint society’s recommendations. Providers that use the guidance
resulting from this project can be evaluated by the success in the rescheduling process, the
healthcare staff.
Given the proliferation of testing modalities for COVID-19 that result from between 15 minutes
to 5 days, providers are unable to determine which tests should be used in conjunction with their
workflow process. A review of the various available testing modalities will allow for providers
to make a determination of the cut-off values needed to safely allow a patient into a clinic for
his/her procedure and whether patients should be tested for active infection or antibodies. Given
that COVID-19 can be passed to other hosts via fecal transmission, determining the cut-off
values needed to not place a provider at risk is integral to the workflow process. The results and
recommendations will inform the appropriate patient testing schedule and workflow process.
1.5 Summary
SECTION 2. LITERATURE REVIEW AND PROJECT PLAN
2.1. Introduction
This theoretical framework objectively provides a guide for EU and gastroenterologists with
proper measures to resume endoscopic activities after COVID-19. According to the WHO, there
is a need for physical distancing measures and restriction of contacts in the clinical centers
during and after the pandemic (Srinivasan et al., 2020). Therefore, the decision on resumption of
the EU’s operations should be based on such a critical factor. The decision to reopen the EUs
must be based on other equally significant external and internal factors that will be the unit’s
core responsibility (Vanella et al., 2020; Danese et al., 2020). For instance, during an incremental
phase in the EU to conduct more procedures, there needs to be an adequate period created to
define, measure, evaluate, and reassess the risks of the ongoing EU procedures (Cennamo et al.,
2020). Each step during reopening should be conducted with a realistic set of objectives.
Since the study aims to protect both patients and staff from the transmission of COVID-19 in the
clinical facilities, this theoretical framework offers the basis for achieving this objective and
others. Besides, this framework helps in answering the PICOT question concerns on effective
For instance, some of the variables to this study include the effectiveness of containment and
practices, availability of equipment and medication, the priority of endoscopic procedures, and
scheduling and canceling of appointments. Protective and containment measures focus on the
need to limit COVID-19 transmission between patients and staff. Identifying vulnerable patients
helps in strengthening protection measures to avoid exposing them to more risks as a
fundamental element in scheduling and cancelling appointments (Stollman & Kefalas, 2021).
equipment focuses on the uses of PPEs. Besides, prioritizing cases helps in giving care to
In the EU with access to COVID-19 testing and limited PPEs, systematic testing before
In the EU with limited COVID-19 and surplus of PPEs, systematic screening before
In the EU with limited access to both COVID-19 testing and PPEs, there is a need to
Inclusion
The article must be a peer-reviewed journal. Peer-reviewed journals are expert-written and
reviewed before publishing thus are scientifically valid and offer quality evidence from the
conclusions.
The article must be published from 2020 to 2021. The inclusion date ensures that recent
Exclusion
Low-quality articles and journals dated earlier than December 2019. Older articles are outdated
Articles Retained
A total of 130 articles were retrieved during the literature search. 50 studies were reviewed and
only 20 studies (n=20) met the inclusion criteria. Other studies were irrelevant to the study and
discarded. The abstracts and the titles of the journals in the search results were evaluated to
determine the relevance of each article. In the next phase, an evidence table was created to
extract data.
This project uses a systematic review process. A systematic review works best for the project
because it provides a higher quality of evidence beyond the primary research based on reliability,
design, and reproducibility. To achieve more credibility of results, the systematic literature
The search for literature concerning the research question was conducted from PubMed,
EBSCOhost, and PsycINFO databases. PubMed offers access to millions of medical articles and
life science journals, including links to full-text articles and related sources. EBSCOhost offers
access to education topics related to healthcare. PsycINFO contains abstracts and bibliographic
citations on psychology and related topics, such as nursing, medicine, education, and psychiatry.
Each database offers special features, such as search expanders and limiters, which were useful
to the research process. Besides, most of the journals in these databases are indexed using Mesh
offer Boolean search terms, “and” and “or” which were crucial in extending and narrowing the
searches to get the relevant research articles. The literature search was limited to peer-reviewed
articles and the date was limited to 2020 – 2021. The key search terms and phrases included
opening endoscopy services,” and “After COVID-19 and re-opening endoscopy services.”
Search Process
This project uses a systematic review process. A systematic review works best for the project
because it provides a higher quality of evidence beyond the primary research based on reliability,
design, and reproducibility. To achieve more credibility of results, the systematic literature
The search for literature concerning the research question was conducted from PubMed,
EBSCOhost, and PsycINFO databases. PubMed offers access to millions of medical articles and
life science journals, including links to full-text articles and related sources. EBSCOhost offers
access to education topics related to healthcare. PsycINFO contains abstracts and bibliographic
citations on psychology and related topics, such as nursing, medicine, education, and psychiatry.
Each database offers special features, such as search expanders and limiters, which were useful
to the research process. Besides, most of the journals in these databases are indexed using Mesh
offer Boolean search terms, “and” and “or” which were crucial in extending and narrowing the
searches to get the relevant research articles. The literature search was limited to peer-reviewed
articles and the date was limited to 2020 – 2021. The key search terms and phrases included
opening endoscopy services,” and “After COVID-19 and re-opening endoscopy services.”
Inclusion
The article must be a peer-reviewed journal. Peer-reviewed journals are expert-written and
reviewed before publishing thus are scientifically valid and offer quality evidence from the
conclusions.
The article must be published from 2020 to 2021. The inclusion date ensures that recent
The article must be written in English, accessible, and relevant to the research. English-written
Exclusion
Low-quality articles and journals dated earlier than December 2019. Older articles are outdated
Articles Retained
A total of 130 articles were retrieved during the literature search. 50 studies were reviewed and
only 20 studies (n=20) met the inclusion criteria. Other studies were irrelevant to the study and
discarded. The abstracts and the titles of the journals in the search results were evaluated to
determine the relevance of each article. In the next phase, an evidence table was created to
extract data.
Elli et al. (2020) offer a quick reference guide to endoscopists to adapt services and activities to
curb COVID-19 emergencies and prepare them for risks. According to the article, all patients
need to be issued with supplies and surgical masks and perform hand hygiene when entering the
EU. Fiori et al. (2020) add that gastroenterologists must wear disposable and recommended PPEs
and dispose of them after each procedure. Importantly, all EUs must reorganize their rooms to
avoid viral transmission. Hennessy et al. (2020) provide a framework for use in the EU before
and during procedures. Before a procedure, patients need to undergo a pre-visit COVID-19
screening along with a check-in plan (Zhao et al., 2020). During the GI procedures, there is need
for a pre-operative and post-operative room processes, such as creating sufficient room to avoid
overcrowding. During procedures, all endoscopy team members must wear a full PPE set.
Peery et al. (2020) outline who to let in, how and whom to let in the EU first. For instance,
reducing risks of COVID-19 transmission involves limiting the EU to the patients only. The
patient’s family can be informed through videoconferencing or phone calls as they wait away
from the EU. Also, the endoscopy suite must be made more COVID-19 resistant through
thorough decontamination procedures that focus on disinfecting and cleaning high-touch areas.
Besides, Guda et al. (2020) suggest that an effective approach to protect gastroenterologists
includes creating adequate space in the clinical facilities, regular screening of EU team members,
always using PPEs, conducting pre- and post-checkups on patients. Importantly, the EU must be
Machicado et al. (2020) address the need for a proper intra-procedural process that incorporates
effective PPEs use. It includes using waterproof gowns, universal fit-tested respirators, long-
sleeve shoe covers, and double pair of gloves. Importantly, there is a need to establish a
consistent supply chain of PPEs, devices, equipment, cleaning products, and aesthesia
medications before reopening and during endoscopic procedures. According to Das (2020), other
operational indicators are essential after the reopening of the EU after COVID-19. These include
an increased facility time, such as waiting room time and waiting for preoperative bays, and a
decrease in the number of physicians. These indicators ensure strict measures are in place to
Therefore, the authors call for strict practices in the EU settings, such as cleaning using UV light,
restarting endoscopy gradually through different phases, and mandatory effective use of PPEs
and discarding after each procedure. Besides, training GI residents is essential to protecting
teams in the EU. Niriella et al. (2020) and Ménard et al. (2020) suggest that the very design of
endoscopic instruments based on the parts, valves, and air pressures create the possibility of risks
that generate micro-droplets that increase the chances of endoscopists to contact COVID-19.
Therefore, it is essential to create a better EU setting that limits transmission of the virus among
patients and staff through adopting technological interventions, such as telehealth (Furfaro et al.,
exposure to COVID-19.
According to Kriem and Rahhal (2020), the fundamental practice to protect pediatric
endoscopists is through establishing a proper EU setup. In particular, there is a need for the
creation of more zones, endoscopy suites, and negative pressure operating room to decrease
contamination risks. Additionally, Yu et al. (2021) emphasizes the need for proper PPEs use,
thorough room turnover and cleaning, and adoption of elective GI procedures. As such, patients
must be assessed for COVID-19 signs upon entry to the unit, while EU staff should be screened
daily.
Grossberg et al. (2020) outline different recommendations that were issued by the American
society of Gastrointestinal Endoscopy. There is a need for screening of all patients to test for the
virus and a questionnaire filled 72 hours before the procedure. These authors introduce a new
perspective, which is ranking the urgency of patients based on those with severe conditions that
may be more susceptible to COVID-19. According to Fatima and Shin, (2020), such patient
populations must be prioritized. Besides, infusion suite services need to be maintained at every
EU.
Zhang et al. (2020) and Bleier et al. (2021) note that it is important for every EU to establish
standard infection control criteria that rely on the academic society guidelines and national
guidance while tailoring them to the center’s individual needs. Some essential guidelines include
admission control and procedures triage. Gralnek et al. (2020) suggest admission control
prevents unnecessary contacts while procedures triage helps categorize cases (as semi-urgent,
urgent, elective) to help prioritize GI cases. According to Castagna et al. (2020), the
Specifically, an elective outpatient endoscopy routine is necessary as well as recognizing that the
Endoscopy units that resumed operations during the pandemic have been forced to shut down
due to an increase in the number of COVID-19 cases. The current procedures that are put in
place are ineffective due to inconsistency in most EU environments. The existing measures work
to mainly protect the patients and not the care providers. This study presents additional measures
that can be utilized in the EU to help protect both patients and gastroenterologists. A major
emphasis is placed on the need to protect the clinical staff because they are frontline healthcare
workers who have been forgotten. COVID-19 national and local guidelines need additional
recommendations for the Gastroenterology Organizations. These measures are essential for the
The participants will come from San Francisco Gastroenterology unit. There will be a total of 10
Inclusion Criteria
Must be a certified gastroenterologist. Certified experts offer quality insights into the
research.
Practiced for more than 3 years. Experience creates a more critical approach to the
research.
Must have worked in the COVID-19 environment. Such staff has observed guidelines
and practices.
Must be COVID-19 negative. Due to the focus group meetings being conducted face-to-
Exclusion Criteria
COVID-19 positive.
Unregistered gastroenterologist.
The first step in this recruitment process is determining how to reach the participants. Due to the
closure of the facility, it is essential to call the office and get information concerning the staff.
The next step is establishing the screening criteria based on the inclusion and exclusion
procedures. Only 10 most qualified participants are targeted. The last step is placing
confirmation email, texts, and calls through the obtained contact information.
Besides, these participants will be protected through:
Acquiring the informed and voluntary consent before the focused group meetings.
Data will be collected through a focus group. A focused group is essential for this study because
it engages the participants (gastroenterologists) in a useful discussion (Tritter & Landstad, 2020)
concerning the topic of reopening the EU after COVID-19. They are experts in this area and their
With the focus group, data will be evaluated through a moderator, whose role is to introduce new
ideas to the groups and inspire new ways of thinking by the participants.
Acquiring the informed and voluntary consent before the focused group meetings.
frequency and flexibility of personnel and providers are critical. It is crucial to schedule the
correct patient at the proper time. Supply availability could be a rate-limiting phase. Paying close
attention to the difficulties highlighted might increase the likelihood of success when restarting
3.1 Introduction
Items Counts
Item 1 4
Item 2 6
Item 3 21
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template.
3.4 Contribution to Theory, the Literature, and the Practitioner Knowledge Base
D H A
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without permission. Typically, this note would include the copyright and permissions
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3.6 Conclusion
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determined by your instructor, mentor, or committee members] until final Dean review, at which
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n.
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et al. collecti patients most were Highlights
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10% -
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patients.
before, cases
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containmen Rank =
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like triage,
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ness and
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procedures.
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