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TEE Probe Placement and Manipulation, Comprehensive Examination Gregg S. Hartman, M.D. Professor of Anesthesiology Dartmouth Medical School Vice Chair and Clinical Director Director of Cardiac Anesthesia Dartmouth Hitchcock Medical Center Lebanon, NH 03756 [email protected] Conflicts and Disclosures: I have no conflicts of interest and I have no disclosures Objectives: - to understand the relevant anatomical relationships involved in TEE - to understand TEE probe manipulations and their impact on scan planes -to gain an understanding of the contraindications of TEE Anatomical Relationships of the Heart, Esophagus, and Surrounding Structures Because of the proximity of the esophagus to the heart, it is an excellent “window” for obtaining detailed echocardiographic images of the heart. The esophagus extends from the posterior pharynx through the mediastinum and finally to the level of the diaphragm where it joins the stomach. Within the mediastinum it courses behind the trachea and left mainstem bronchus and continues caudally to become immediately adjacent to the anteriorly positioned LA and LV. It also runs next to the thoracic aorta and both lung cavities. The narrowest portion of the esophagus is at its origin at the level of the pharynx. ASE Guidelines for Performing Multiplane TEE poster www.asecho.org TEE Probe Insertion: Prior to insertion, the TEE probe should be carefully examined for structural defects. Correct mechanical functioning should be confirmed by manipulation of the controls and finally the TEE probe should be attached to the TEE console and the proper electrical performance established. In addition to these pre-insertion checks, the probes should have frequent testing by biomedical personnel. TEE Probe manipulation and anatomical scan planes. GS Hartman 2 The probe is then thoroughly lubricated and carefully placed in the posterior pharynx. A bite block may be used to prevent any damage to or from the teeth. The probe is then carefully advanced into the esophagus. At some centers, routine direct visualization of the probe passage is aided by direct laryngoscopy. Passage of the TEE probe beyond the laryngeal structures may be facilitated by anterior lift/thrust of the mandible, flexion of the head and or manual – digital guidance. Slight anteflexion of the probe tip is often helpful. There should be little or no resistance to probe passage. Marked resistance to TEE advancement should alert the operator to the possibility of unappreciated esophageal stricture. Typically there is a noticeable loss of resistance as the probe passes the glottic structures and constrictor muscles. In a small subset of patients (usually < 2%) significant difficulty to probe passage is encountered. It is usually best to terminate further attempts at placement and utilize alternative imaging modalities, (e.g. epicardial echocardiography). from Konstadt, Shernan Oka, Clinical Transesophageal Echocardiography (2nd)2003 TEE Probe Manipulation: There are five possible manipulations of the TEE probe and corresponding terminology for such maneuvers. These include moving the probe up and down within the esophagus to obtain different levels of imaging. This is called advancement or withdrawal. The probe may be turned or rotated to the patient’s right (clockwise from the anesthesiologist’s prospective at the head) or to the patient’s left (counterclockwise). The control knobs permit further movement of the probe’s tip. It may be flexed anteriorly (anteflexion), or posteriorly (retroflexion) and to the left or right (probe flexion). Finally there is the capacity to rotate the transducer within the probe from 0 degrees or the horizontal plane “forward” to 180 degrees or from 180 to 0 degrees (backward transducer rotation). University of Toronto Perioperative TEE Simulator TEE Probe manipulation and anatomical scan planes. GS Hartman 3 from Mathew & Ayoub. Clin Manual & Review of TEE. McGraw Hill 2005 The SCA and ASE have produced guidelines for performing and intraoperative TEE examination and have standardized the nomenclature for such a study. This helps to ensure common language and completeness of examinations. They have also defined 20 cross sectional views which are fundamental in the performance of a complete TEE exam. These are reproduced elsewhere in the syllabus. Several concepts need to be grasped. When moving from a transgastric SAX view (d) to a TG 2 chamber view (e), the right side of the screen imaged by the left side of the transducer (when viewed from behind the patient as in the typical intraoperative orientation), moves from lateral to cephalad while the left side of the screen (right side of the ultrasound array) moves caudally (see below) ⇒ TEE Probe manipulation and anatomical scan planes. GS Hartman 4 ⇒ In contrast, when moving from 0 degrees – 90 degrees from the ME long axis (a) to the – ME long axis(b), the right side of screen changes from left lateral to anterior and left side of screen changes from right lateral to inferior. Transesophageal Echocardiographic Windows There are four main positions within the esophagus from which the standard TEE scan planes can be obtained. These four “windows” are 1) the upper esophageal (UE), 2) the mid esophageal (ME), 3) the transgastric (TG) and 4) the deep transgastric (dTG). From these four positions in combination with appropriate scan plane angulations, all of the aforementioned “SCA-20” cross sectional views can be imaged. An alternative way to organize the scan plane images is by structure of interest. For example, the mitral valve can be imaged from the ME level from multiple scan angles, (sections a,b,c), from the TG level (sections e,f,g).and from the dTG level (section k). from Perrino & Reeves Transesophageal Echocardiography 2003 Virtual TEE: Computer simulation of scan planes vs. heart In order to fully utilize transesophageal echocardiography (TEE), the echocardiographer is required to have a 3-dimensional understanding of the heart and the surrounding structures. Integrated into this concept, is a mental image of the ultrasound scan plane. Unlike surface echocardiography, TEE requires placement of the probe in the esophagus and thus while quite safe, it is somewhat "invasive." The student of TEE must learn from such hands-on situations, limited typically to the operative setting with TEE Probe manipulation and anatomical scan planes. GS Hartman 5 anesthetized patients. In addition, teachers of TEE are limited to static illustrations of the image scan planes and their orientation to the heart. Lastly, the vantage point for these illustrations is fixed, whereas the vantage-point for anesthesiologist is from the top of the patient, and for cardiologists it is typically from the side, facing the patient. These differences complicate an already difficult concept. Computer technology has evolved the world of visual reality. In the virtual TEE simulator, students have the ability to manipulate the flexible TEE probe, see the resulting movement of the corresponding scan planes on a 3-dimensional heart model, and view the ultrasound image obtained from that scanning location (acoustic "window"). The student is able to perform repetitive examinations and probe manipulations without the added morbidity associated with similar probe movements as required for an actual TEE examination. Computer and video technology have evolved dramatically allowing virtual reality simulators to be developed in many settings. Aviation for example has demonstrated the utility of realistic simulators for safely and efficiently teaching complex and dangerous skills like flying an airplane. Simulators have numerous medical applications as well including fiberoptic intubation, pharmacokinetics and pharmacodynamics, epidural and other regional anesthetic techniques, and recently complete simulators for operating rooms and anesthetic delivery have been brought to the public domain. The utility of these various systems has been demonstrated in improved trainee success and patient safety. Several self-tutorial programs have been developed for TEE utilizing numerous media including video-tapes, computer-based tutorials and web-based interactive sites (see end of handout for links and references). However, all suffer from the limitation of having a predetermined set of scan planes and images. The presenter or student is not able to independently manipulate the TEE probe and thus perform a "virtual" scan. Not infrequently, students can understand the images when shown them, but are unable to gain facility with obtaining the images themselves. These students often related their difficulties to the lack of a clear grasp of the three dimensional relationships of the heart and ultrasound scan planes. Performing a comprehensive TEE examination: There are two basic schemes for performing a comprehensive examination. The underlying principle is to assure a complete and comprehensive study. This can be achieved by either obtaining images from a given level within the esophagus (e.g. upper, middle, transgastric or deep-transgastric) or by organizing the study based upon structure of interest, (e.g. left ventricle, mitral valve, aortic valve etc.). Both systems work-each with their advantages and limitations. “Esophageal level” focused examinations have the advantage of limiting movement of the probe, can permit a global or 3D sequential imaging strategy and may be best tolerated in the sedated but not completely anesthetized patient. The structure focused examination can facilitate a more comprehensive study of valves/chambers in question and permits the interrogation of a specific structure from varying levels or vantage points. Whatever system is used, most important is to document and communicate your findings. This is essential to a complete examination. To follow are a series of illustrations of with the esophageal-level or structure-directed TEE examination sequence. TEE Probe manipulation and anatomical scan planes. GS Hartman 6 Organized by differing levels in the esophagus: In this sequence the exam begins in the Upper Esophagus(UE) and proceeds distally from the Middle Esophagus(ME), the Transgastric (TG), to the Deep Transgastric (dTG). In this fashion, minimal probe movement up and down the esophagus occurs. This may be better tolerated in the sedated patient but is of little consequence when the TEE exam is performed under general anesthesia and tracheal intubation. It does require one to integrate views of various structures across various scan levels. Structures viewed from the Upper Esophagus (UE) are the aortic arch in short and long axis. Advancing the probe distally one arrives at the level of the left atrium and the middle esophagus (ME) vantage point, usually starting at 0 degrees and retro-flexion and the development of the ME 4 chamber (a). Typically the array is advanced form 0- 120+ degrees and full interrogation of the mitral valve, the aortic valve the inter-atrial septum,, the left atrial appendage, the pulmonary veins is performed. At the same time, the walls of the LV are examined as well. Images of the SCA 20 obtained at this level are illustrated below. Color Flow Doppler may be added for better interrogation of the MV and AV for stenosis and regurgitation. Increased detail can be achieved by changing the depth setting to a shallower area when examining the two valves when compared to imaging the more distal ventricular walls. Right side examination of the tricuspid valve, the pulmonic valve and the right atrium and RV outflow tract is performed by turning the probe to the right side and similarly progressing through scan plane advancements. The proximal ascending aorta is also imaged form this level in both short and long axis. TEE Probe manipulation and anatomical scan planes. GS Hartman 7 Upon completion of ME imaging, the probe is returned to 0 degrees and advanced more distally to the transgastric (TG) level. Here, short and long axis imaging of both ventricles is performed as well as visualization of the subvalvular apprarati of the MV and TV. The descending aorta is then imaged either from the ME or TG level but requires CCW turning of the probe ~ 120 degrees. Final views are completed by further advancement to the deep transgastric level and retroflexion to obtain the dTG LAX. This view is most common for Doppler flow interogation of the LVOT and AV as it affords parallel beam alignment to blood flow. Structure Focused TEE examination sequence: As previously mentioned, the disadvantage of an esophageal level examination sequence is that views of structures must be integrated across different level scan sequences. As an alternative strategy and one typically more easily understood by more inexperienced echocardiographers, the examinations now proceed according to structure of interest. Typically, the sequence will progress from evaluating the left ventricle from both the transgastric and ME levels with scan planes optimized at these levels to image the ventricular walls. Views include the TG SAX at the mid papillary, the basal and apical level. Advancing the multiplane angle develops the TG 2 chamber and AV LAX as well. TEE Probe manipulation and anatomical scan planes. GS Hartman 8 Perform 2-D, Doppler color flow from 0 - 180° Next the Mitral valve is imaged from the TG and then the ME level. Depth is usually dropped when compared to that utilized for LV interrogation and sequential views with and without CFD are obtained. Thus the sequence might be the ME 4 chamber, commissural, 2 chamber and AV LAX. Spectral Doppler is applied to complete the MV examination. The Aortic valve is next typically imaged in the ME AV SAX and LAX views, complimented with CFD and finally spectral Doppler form the dTG position. Next the Left atrial structures are viewed including the pulmonary veins. Turning the probe to the right images the interatrial septum in the 4 chamber and bicaval views. Right side examination of the TV and RA and RV are performed at both the ME and TG level. Finally, the probe is returned to the ME and then rotated ~ 120 degrees CCW to image the descending aorta in short and long axes and with drawn to complete the examination of the aortic arch. Descending aorta: Turn probe 120-140°CCW, Center display on Ao, Decrease depth, maximize MHz Aortic Arch: Withdraw probe until UE window (s, t) TEE Probe manipulation and anatomical scan planes. GS Hartman 9 Whatever system is used, most important is to document and communicate your findings. This is essential to a complete examination. Useful Websites: http://pie.med.utoronto.ca/TEE/index.htm http://www.e-echocardiography.com References: JP Mathew, CM Ayoub. Clinical Manual and Review of Transesophageal Echocardiography. McGraw Hill New York 2005 AC Perrino, ST Reeves. A Practical Approach to Transesophageal Echocardiography. Lippincott Williams & Wilkins. Philadelphia 2003 RM Savage, S Aronson. Comprehensive Textbook of Intraoperative Transesophageal Echocardiography. Lippincott Williams & Wilkins. Philadelphia