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DOI: 10.1055/a-1547-6599
The learning curve for transoral incisionless fundoplication
Abstract
Background and study aims Transoral incisionless fundoplication (TIF) is a safe and effective minimally invasive endoscopic technique for treating gastroesophageal reflux disease (GERD). The learning curve for this technique has not been reported. We studied the learning curve for TIF when performed by a gastroenterologist by identifying the threshold number of procedures needed to achieve consistent technical success or proficiency (consistent creation of TIF valve ≥ 270 degrees in circumference, ≥ 2 cm long) and efficiency after didactic, hands-on and case observation experience.
Patients and methods We analyzed prospectively collected data from patients who had TIF performed by a single therapeutic endoscopist within 17 months after basic training. We determined thresholds for procedural learning using cumulative sum of means (CUSUM) analysis to detect changes in achievement rates over time. We used breakpoint analysis to calculate procedure metrics related to proficiency and efficiency.
Results A total of 69 patients had 72 TIFs. The most common indications were refractory GERD (44.7 %) and proton pump inhbitor intolerance (23.6 %). Proficiency was achieved at the 18th to 20th procedure. The maximum efficiency for performing a plication was achieved after the 26th procedure, when mean time per plication decreased to 2.7 from 5.1 minutes (P < 0.0001). TIF procedures time varied until the 44th procedure, after which it decreased significantly from 53.7 minutes to 39.4 minutes (P < 0.0001).
Conclusions TIF can be safely, successfully, and efficiently performed in the endoscopy suite by a therapeutic endoscopist. The TIF learning curve is steep but proficiency can be achieved after a basic training experience and 18 to 20 independently performed procedures.
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Introduction
The most effective and durable anti-reflux intervention is a laparoscopic Nissen fundoplication (LNF) [1] [2] [3]. However, alternative treatments for gastroesophageal reflux disease (GERD) have emerged over the last 15 years, including transoral incisionless fundoplication (TIF). It is a safe and effective minimally invasive endoscopic technique for the management of GERD in selected patients with small hiatal hernias ≤ 2 cm and small diaphragmatic defects (Hill grade 1–2) [4] [5] [6] [7]. Introduced in 2005, TIF is an endoscopic procedure that creates a flap valve with full-thickness serosa-serosa plications of the esophagus and gastric cardia, with the aim of restoring the angle of His, similar to a surgical partial fundoplication [6] [8]. Multiple randomized controlled clinical trials report resolution of troublesome regurgitation not responding to proton pump inhibitor (PPI) therapy in the majority of patients treated with TIF [4] [5] [9] [10] [11] [12]. In particular, a randomized controlled trial published in 2015 by Trad et al (the TEMPO trial) showed that TIF was more effective than PPI therapy for refractory GERD symptoms [5]. The follow-up study reported durable symptom resolution of 88 % at 1 year, 90 % at 3 years, and 88 % at 5 years [13]. Furthermore, a systematic review and meta-analysis performed by McCarty et al of 32 studies (involving 1475 patients) concluded that TIF is a technically feasible and effective endoscopic procedure for the management of GERD with a technical success rate of 99 % and low rate (2 %) of serious adverse effects [11]. Another systematic review with network meta-analysis showed that TIF is associated with a higher likelihood of improved health-related quality of life compared to PPI and laparoscopic Nissen fundoplication [14].
In the published clinical trials, experienced surgeons and gastroenterologists performed TIF [4] [5] [12] [13] [15] [16]. There are very limited data on the learning curve of TIF when performed by a gastroenterologist. We present a single gastroenterologist’s early experience to study the learning curve of TIF and propose threshold procedure volumes to achieve proficiency and efficiency.
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Patients and methods
This was an observational study conducted in a single American tertiary care academic center. Data were collected prospectively on consecutive patients referred to the Johns Hopkins Heartburn Center who had a TIF procedure performed by an experienced therapeutic endoscopist (MC) between September 2017 and February 2020. All patients provided written informed consent to participate in the Johns Hopkins Heartburn Center (TIF) Registry, which prospectively tracks patients undergoing TIF at the Johns Hopkins Hospital (Johns Hopkins IRB number IRB00201157; clinicaltrials.gov NCT03853772). Prior to performing TIF without supervision, the gastroenterologist acquired cognitive knowledge and technical training on performance of TIF by review of a standardized curriculum in a classroom-type setting, hands-on performance of TIF on an inanimate and live animal model, and in-person observation of cases performed by a highly experienced gastroenterologist who achieved expertise in TIF (KC). These observed were not included in the TIF learning curve.
Currently, TIF using the 2.0 technique is performed with the EsophyX-Z or Esophyx-Z + device (EndoGastric Solutions, Redmond, WA) under general anesthesia with naso- or endotracheal intubation ([Fig. 1]) [17]. The EsophyX device with videoendoscope inserted is advanced into the stomach, and endoscopic fundoplication is achieved in the retroflex position. Small hiatal hernias can be reduced by using a helical retractor that is inserted into the gastroesophageal junction and gently pulled down the esophagus below the diaphragm while decompressing the stomach. The fundoplication is created through clockwise and counterclockwise wrapping of tissue at the gastric cardia at the 11 o’clock and 1 o’clock positions and placement of multiple transmural esophago-gastric plications using polypropylene H-fasteners with comparable strength to 3.0 sutures placed to create a fundoplication that is at least 270 degrees in circumference [17]. Valve length is achieved by withdrawing the esophagus from 2 to 4 cm into the stomach and placing fasteners at intervals between the 11 and 1 o’clock positions.
![](https://www.thieme-connect.de/media/10.1055-s-00025476/202111/thumbnails/10-1055-a-1547-6599-i2299ei1.jpg)
![Zoom Image](/products/assets/desktop/css/img/icon-figure-zoom.png)
Routine pre-TIF work-up included upper endoscopy (EGD) with biopsy and careful evaluation of esophageal landmarks, cine-esophagogram, high-resolution esophageal manometry (HREM) (in patients with dysphagia) and ambulatory pH-monitoring with either 4-day Bravo wireless pH capsule off medications or 24-hour pH impedance. Patients were considered appropriate for TIF if they had an abnormal pH-test (acid exposure time > 6 %), hiatal hernia ≤ 2 cm, Hill grade ≤ 2, and a BMI < 35 [5]. Patients who had per-oral endoscopic myotomy (POEM) prior to TIF were excluded from the analysis. TIF was performed using the EsophyXZ or EsophyX Z + device and the TIF 2.0 protocol [17].
Patient demographic information, axial length of any hiatal hernia, Hill classification of the gastroesophageal flap valve [18], TIF procedure indication, location and number of plications, total number of fasteners placed, TIF valve circumferential extent, TIF valve length, and TIF procedure time (time from first passage to withdrawal of the EsophyX device) were recorded on a secure online research electronic data capture system (REDCap software, Vanderbilt University, Nashville, Tennessee, United States). Two independent observers who were not part of the physician or nursing team assessed the final TIF valve length and circumference.
Statistical analysis
The primary endpoint of the study was the threshold number of procedures needed to achieve proficiency (defined as creation of a TIF valve ≥ 270 degrees in circumference and > 2 cm in length) in performing TIF. The secondary endpoints were the threshold number of TIF procedures to achieve efficiency (defined by the minimum mean time to perform a TIF) and the minimum mean time to perform a plication (place a set of two fasteners).
Patients and disease characteristics were described as frequencies with percentages (%), medians [IQR], and means±standard deviation (SD). We used the Cumulative Sum of Means (CUSUM) analysis to estimate the threshold for achieving proficiency by detecting sequential changes in achievement rates over time, as the endoscopist gained experience from each procedure. The essential function of CUSUM is to calculate the trends in “average success rates” over time. We calculated the average success rate at the completion of each procedure, and plotted the changes in this rate. In order to detect changes occuring in various procedure parameters and metrics as the operators experience with the procedure increased, we checked for structural breaks in the time series data, i. e. we looked for breakpoints around which the means varied greatly before and after. Specifically, we determined the number of procedures needed to minimize total TIF procedure time, time to perform a plication (in minutes), and to consistently achieve a ≥ 270 circumferential degree of wrap. We performed data analyses and generated figures using Stata 15 (StataCorp, College Station, Texas, United States). All authors had access to the study data and reviewed and approved the final manuscript.
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Results
A total of 69 patients (63.8 % were males with a mean age of 54 ± 13 years) had 72 TIFs after work-up confirmed appropriate criteria (abnormal pH-metry, < 2 cm hiatal hernia < 2 cm, Hill grade ≤ 2, BMI < 35). Six patients (8.3 %) had a history of prior surgical fundoplication. The primary indications for TIF were refractory GERD (44.7 %), PPI-averse patients (23.6 %), post-ablation of Barrett’s esophagus (11.1 %), laryngopharyngeal reflux disease (LPRD) (11.1 %), and failed Nissen fundoplication (8.3 %). The median hiatal hernia axial length was 1 [IQR 0–1.37]; the majority of patients had no hiatal hernia (37.5 %) or a hiatal hernia measuring 1 cm (33.3 %). The median Hill grade was 1 [IQR 1–2] ([Table 1]).
Patients |
N = 69 |
Mean age, SD |
54 (SD 13) |
Gender, male |
44(63.8 %) |
Mean BMI, SD |
27.3 (SD 6.3) |
History of Barrett’s esophagus |
16 (23.2 %) |
Esophagitis pre-TIF |
17 (24.6 %) |
LA Grade A |
8 (11.6 %) |
LA Grade B |
5 (7.2 %) |
LA Grade C |
4 (5.8 %) |
Abnormal average acid exposure time (AET)[1] |
31 (44.9 %) |
Average acid exposure time (AET), median (IQR) |
6.5 (3.7–8.7) |
Primary Indication for TIF |
|
Refractory GERD |
30 (41.7 %) |
LPRD |
8 (11.1 %) |
Failed Nissen |
6 (8.3 %) |
Failed TIF |
3 (4.2 %) |
PPI-averse |
17 (23.6 %) |
Post-ablation BE |
8 (11.1 %) |
Procedures |
(n = 72) |
Median hiatal hernia axial length (cm) (at the TIF procedure) |
1 (IQR 0–1.37) |
Hiatal hernia = 0 |
28 (38.9 %) |
Hiatal hernia = 1 cm |
25 (34.7 %) |
Hiatal hernia between 1 to 2 cm |
2 (2.7 %) |
Hiatal hernia = 2 cm |
17 (23.6 %) |
Median Hill grade (at the TIF procedure) |
1 (IQR 1–2) |
Hill grade 1 |
42 (58.3 %) |
Hill grade 2 |
27 (37.5 %) |
Hill grade 3 |
3 (4.1 %) |
SD, standard deviation; BMI, body mass index; IQR, interquartile range; AET, abnormal average acid exposure time; TIF, transoral incisionless fundoplication; GERD, gastroesophageal reflux disease; LPRD, laryngopharyngeal reflux disease; PPI, proton pump inhibitor; BE, Barrett’s esophagus.
1 AET > 4 % off acid suppressive medication.
The overall procedure completion rate was 98.5 %. One TIF procedure (TIF #7) was not completed due to inability to reduce the hiatal hernia. Subsequent laparoscopic anti-reflux surgery showed a 2–3 cm hiatal hernia and large crural defect with fat pad, likely causing underestimation of the hiatal hernia length and width.
All but one patient (admitted for 23 hours for a migraine headache, unrelated to the TIF procedure) were discharged home. There were no procedure-related serious adverse events. The mean TIF valve circumference was 290 ± 22.3 degrees. The mean TIF procedure time was 48.1 ± 13.9 minutes.
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Outcomes
Overall, 89 % of all procedures led to the creation of a TIF valve with a minimum circumference of 270 degrees and minimum length > 2 cm. Notably, three TIFs completed and performed (TIF # 3,8,15) during the learning phase did not meet the technical success criteria. In retrospect, these patients met criteria for TIF at a prior EGD but at the TIF procedure had larger hiatal hernia and/or Hill grade when prior images were reviewed ([Table 1]). In addition, three patients who had their TIF in the early part of the learning curve successfully underwent repeat TIF later on due to symptom recurrence. CUSUM analysis of achievement of technical success revealed an inverted V pattern, indicating acquired proficiency from the 20th procedure (P = 0.005) ([Fig. 2]). Review of the primary data showed that all TIF procedures were successful and met target TIF valve parameters from the 18th TIF procedure.
![](https://www.thieme-connect.de/media/10.1055-s-00025476/202111/thumbnails/10-1055-a-1547-6599-i2299ei2.gif)
![Zoom Image](/products/assets/desktop/css/img/icon-figure-zoom.png)
Breakpoint analysis revealed that the threshold to achieve proficiency was achieved at the 20th procedure (P < 0.0001) ([Fig. 3]), consistent with the CUSUM analysis. Review of the primary procedure data showed that all TIF valves exceeded the minimum threshold circumference of 270 degrees from the 18th procedure. With regards to achievement of efficiency, the threshold to improve the time for each plication was achieved at the 26th procedure (P < 0.0001) ([Fig. 4]). The overall mean time to perform a plication was 3.65 ± 1.56 minutes, which significantly decreased after achieving proficiency (mean time = 2.8 min ± 0.7 per plication (95 % CI 2.6–3 minutes), compared to 5.1 ± 1.8 (95 % CI 4.39–5.81 minutes) before 26th procedure, (P < 0.0001). Finally, the threshold to improve the TIF procedure time was noted at the 44th procedure ([Fig. 5]). The average TIF procedure time gradually decreased with increasing experience, but after the 44th procedure the mean TIF time decreased significantly to 39.4 minutes (95 % CI 9.4), compared to 53.7 minutes (95 % CI 13.5) before the breakpoint (P < 0.0001).
![](https://www.thieme-connect.de/media/10.1055-s-00025476/202111/thumbnails/10-1055-a-1547-6599-i2299ei3.gif)
![Zoom Image](/products/assets/desktop/css/img/icon-figure-zoom.png)
![](https://www.thieme-connect.de/media/10.1055-s-00025476/202111/thumbnails/10-1055-a-1547-6599-i2299ei4.gif)
![Zoom Image](/products/assets/desktop/css/img/icon-figure-zoom.png)
![](https://www.thieme-connect.de/media/10.1055-s-00025476/202111/thumbnails/10-1055-a-1547-6599-i2299ei5.gif)
![Zoom Image](/products/assets/desktop/css/img/icon-figure-zoom.png)
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Discussion
In this single-center study, we report the early experience of a therapeutic endoscopist and described for the first time the learning curve for TIF performed entirely in the endoscopy unit on an outpatient basis. We evaluated several metrics for estimating thresholds for achieving proficiency and efficiency. All of the metrics revealed two distinct phases in the learning curve: an early phase and a later phase. The breakpoints for achieving proficiency and efficiency were different. Proficiency was achieved after 18 to 20 TIF procedures, efficiency for performing plications was achieved after 26 procedures, and maximum efficiency (reduced TIF time) was achieved after 44 procedures, suggesting differences in achieving proficiency in various aspects of the procedure.
To our knowledge, this is the first report of the TIF learning curve. In a preliminary report, Raza et al suggested that TIF could be safely performed by trained therapeutic endoscopists in the endoscopy suite with no intra-procedure or post-procedure adverse events [17]. Also, it showed that all patients could safely be discharged within 24 hours post-procedure [19]. Similarly, our study suggests that TIF can be performed safely and successfully by an experienced gastroenterologist in the endoscopy unit after a standardized didactic and observational experience.
Other investigators have investigated the learning curves of complex endoscopic procedures using different approaches, often including decrease in procedure time. For example, a single-center retrospective study performed by El Zein et al described the learning curve for POEM by identifying a threshold number of procedures required to significantly lower procedure time. With a single experienced therapeutic endoscopist performing all the procedures, the investigators concluded that a threshold number of 13 POEM procedures will lead to a learning plateau [20]. Similarly, the learning curve of a single therapeutic endoscopist for endoscopic sleeve gastroplasty (ESG) using procedure time and number of plications per procedure showed that these parameters plateau at seven and nine cases, respectively [21]. Both single operator studies suggest a very short, steep learning curve for complex endoscopic procedures if time is the main parameter to assess learning. In contrast, the learning curve for therapeutic endoscopic procedures can also be assessed using defined proficiency benchmarks as well as procedure time. For example, in a large retrospective study of 1346 patients, Liu et al described the learning curve of POEM using both procedure time and a composite outcome of technical failure, adverse events, and clinical failure, suggesting 100 cases were needed, despite prior experience in endoscopic submucosal dissection (ESD) and a high POEM volume [22].
Other learning curve studies also emphasized achievement of specific goals and not procedure time. Using a porcine ex-vivo model (Erlangen Active Simulator for Interventional Endoscopy), Gonzalez et al conducted a prospective ex-vivo learning curve study based on the number of EUS-FNA procedures performed on a cyst and two solid masses for assessing learning, such as number of successful attempts, needle view loss, and scope handling [23] [24]. Zhang et al performed a retrospective analysis of consecutive ESD to describe the learning curve of a single operator between 2009 and 2017 [25]. The authors proposed that to achieve proficiency – defined as ≥ 90 % en block resection and > 80 % margin-negative resection with resection speed of > 9 cm2 per hour – 250 cases are needed. Similarly, ERCP procedure threshold for trainees has been proposed, based on success of common bile duct cannulation [26].
In the current study, we used a combination of procedure time and technical success to assess the learning curve for TIF. Using a predefined proficiency benchmark (creation of a TIF 2.0 valve ≥ 270 degrees and > 2 cm long), we demonstrated a steep rise in the learning curve, with proficiency achieved after 18 to 20 procedures. When we tracked proficiency and efficiency using time as the endpoint, we found that with increased experience, efficiency improves after achieving proficiency and the TIF learning curve using time plateaus. It is possible that additional experience would further decrease procedure time and improve efficiency beyond the 72 procedures included in this early experience.
It is important to mention that TIF is not routinely performed at most medical centers. It is also not routinely taught in gastroenterology and surgical training programs. There is a standard set of required reading and ex vivo inanimate model technical training offered to new users. But beyond this, observation or participation in clinical cases and supervised learning may vary across different practice settings. It is important to standardize the learning experience and address potential pathways for training to enhance clinical adoption of this relatively newer anti-reflux procedure that gastroenterologists can offer patients with suitable anatomy.
Finally, our early TIF experience underscores the importance of estimating the length and width of the hiatal hernia. The Hill grade (a better estimate of the hiatal hernia width and crural defect) [27] is critical factor in the success of TIF without hiatal hernia repair. TIF can typically reduce small hiatal hernias ≤ 2 cm in length, but larger and wider hernias require surgical repair and cruroplasty. The hiatal hernia length and width can be underestimated during endoscopy, as shown in our 4 TIF technical failures. Better methods for accurate estimation of the hiatal hernia size, standardization of the best method and reporting of findings, and widespread education of endoscopists on the proper assessment of the anti-reflux barrier are needed.
The strengths of our study include the documentation of the learning experience prior to independent procedure performance, prospective data collection, use of time as well as objective procedure metrics, independent observer assessment of the endpoints (TIF valve characteristics), and quantitative analyses using two statistical approaches demonstrating consistency in our results. However, there are also certain limitations to our study. First, it was a single-center study and reports a single endoscopist’s experience. Hence, generalizability is limited. There is certainly going to be some variability in the learning curves and number of TIF procedures needed to achieve technical success among different operators. It would be interesting to study the learning curve of different specialties and experience levels, such as trainees, general surgeons, specialized foregut surgeons, and therapeutic endoscopists. Second, our study included TIF data on a limited number of patients, but our sample size of 72 TIF procedures approaches or exceeds that in some multicenter randomized controlled trials where TIF was performed by more than one operator [5] [6] [12] [28]. Finally, we report the learning curve for TIF only considering proficiency and efficiency. Larger multicenter studies including hundreds of procedures that assess the learning of TIF considering all aspects (technical success, safety, and clinical outcomes), similar to the study reported for the learning curve of radiofrequency ablation [29], are needed. These studies are already underway (NCT03853772). Moreover, it would be important to understand prior operator experience and assess its impact on safety and efficacy in future clinical trials involving TIF, because early clinical trials did not routinely document this. Nevertheless, despite these study limitations, this is the first prospective study of the learning curve for TIF 2.0, which provides a basic understanding of procedural experience needed to potentially assist future research studies, training programs, and hospital credentialing committees.
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Conclusions
In conclusion, TIF can be safely, successfully, and efficiently performed in the endoscopy suite by a gastroenterologist. Proficiency can be achieved after 18 to 20 procedures, while efficiency is optimal after the 44th procedure. Future studies should correlate the learning curve with efficacy.
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Competing interests
Dr. Ngamruengphong is a consultant for Boston Scientific. Dr. Kumbhari is a consultant for Medtronic, Pentax Medical (USA), Boston Scientific, FujiFilm, Apollo Endosurgery, and received research support from Erbe USA, and Apollo Endosurgery. Dr. Khashab is a consultant for Boston Scientific, Medtronic, Olympus, GI Supply, and Triton. Dr. Murray is a consultant for Endogastric Solutions. PJ is a consultant for Endogastric solutions, Ethicon/J&J, and Olympus. Dr. Ihde is a consultant for Endogastric solutions, and Microline Medical. Dr. Chang is a consultant for Apollo Endosurgery, Cook, Erbe USA, Endogastric solutions, Mauna Kea, Mederi, Medtronic, Olympus, Ovesco and Pentax Medical (USA). Dr. Thosani is a consultant for Boston Scientific, Medtronic, Pentax Medical (USA), received research support from Pentax Medical (USA), royalties from UpToDate, and is on the advisory board of ColubrisMX. Dr. Canto received research grants from Endogastric solutions and Pentax Medical (USA), and royalties from UpToDate.
** Drs. Thosani and Canto are co-senior authors.
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References
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Corresponding author
Publikationsverlauf
Eingereicht: 05. Februar 2021
Angenommen: 22. Juni 2021
Artikel online veröffentlicht:
12. November 2021
© 2021. The Author(s). This is an open access article published by Thieme under the terms of the Creative Commons Attribution-NonDerivative-NonCommercial License, permitting copying and reproduction so long as the original work is given appropriate credit. Contents may not be used for commercial purposes, or adapted, remixed, transformed or built upon. (https://creativecommons.org/licenses/by-nc-nd/4.0/)
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References
- 1 Du X, Wu JM, Hu ZW. et al. Laparoscopic Nissen (total) versus anterior 180° fundoplication for gastro-esophageal reflux disease: A meta-analysis and systematic review. Medicine (Baltimore) 2017; 96: e8085
- 2 Moore M, Afaneh C, Benhuri D. et al. Gastroesophageal reflux disease: A review of surgical decision making. World J Gastrointest Surg 2016; 8: 77-83
- 3 Migaczewski M, Pędziwiatr M, Matłok M. et al. Laparoscopic Nissen fundoplication in the treatment of Barrettʼs esophagus – 10 years of experience. Wideochir Inne Tech Maloinwazyjne 2013; 8: 139-145
- 4 Hakansson B, Montgomery M, Cadiere GB. et al. Randomised clinical trial: transoral incisionless fundoplication vs. sham intervention to control chronic GERD. Aliment Pharmacol Ther 2015; 42: 1261-1270
- 5 Trad KS, Barnes WE, Simoni G. et al. Transoral incisionless fundoplication effective in eliminating GERD symptoms in partial responders to proton pump inhibitor therapy at 6 months: the TEMPO Randomized Clinical Trial. Surg Innov 2015; 22: 26-40
- 6 Cadiere GB, Buset M, Muls V. et al. Antireflux transoral incisionless fundoplication using EsophyX: 12-month results of a prospective multicenter study. World J Surg 2008; 32: 1676-1688
- 7 Testoni PA, Testoni S, Mazzoleni G. et al. Long-term efficacy of transoral incisionless fundoplication with Esophyx (Tif 2.0) and factors affecting outcomes in GERD patients followed for up to 6 years: a prospective single-center study. Surg Endosc 2015; 29: 2770-2780
- 8 Thosani N, Goodman A, Manfredi M. et al. Endoscopic anti-reflux devices (with videos). Gastrointest Endosc 2017; 86: 931-948
- 9 Gerson L, Stouch B, Lobontiu A. Transoral incisionless fundoplication (TIF 2.0): A meta-analysis of three randomized, controlled clinical trials. Chirurgia 2018; 113: 173-184
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