GERD
Diagnosis and Management of Gastroesophageal Reflux Disease (GERD)
1.0 Initial Patient Assessment and Triage
The initial patient encounter is a critical triage point for determining the urgency and direction of the diagnostic workup. The primary objective is to stratify patients based on the presence or absence of "alarm features." These features may indicate underlying complications or alternative diagnoses that require immediate endoscopic investigation to ensure patient safety and guide the subsequent clinical path.
Dysphagia (Difficulty Swallowing)
- Clinical Significance: May indicate a peptic stricture, eosinophilic esophagitis (EoE), or malignancy.
- Required Action: Immediate referral for upper endoscopy (EGD).
Odynophagia (Painful Swallowing)
- Clinical Significance: Suggests severe erosive esophagitis, pill-induced injury, or infectious esophagitis.
- Required Action: Immediate referral for upper endoscopy (EGD).
Unintentional Weight Loss
- Clinical Significance: A potential sign of malignancy or severe malabsorption.
- Required Action: Immediate referral for upper endoscopy (EGD).
Gastrointestinal Bleeding
- Clinical Significance: May present as hematemesis, melena, or hematochezia, indicating severe esophagitis or ulceration.
- Required Action: Immediate referral for upper endoscopy (EGD).
Iron Deficiency Anemia
- Clinical Significance: Can result from chronic occult blood loss due to erosive disease or malignancy.
- Required Action: Immediate referral for upper endoscopy (EGD).
New Onset of Symptoms in Patients >60
- Clinical Significance: The risk of upper GI malignancy increases with age.
- Required Action: Immediate referral for upper endoscopy (EGD).
Protocol for Non-Alarm Presentations
For patients presenting with typical, uncomplicated symptoms of heartburn and regurgitation without any of the alarm features listed above, the protocol begins with an empiric trial of medical therapy. This approach serves as a cost-effective initial step that is both therapeutic and diagnostic. The following sections detail the specifics of initiating and evaluating this empiric therapy.
2.0 Empiric Therapy for Uncomplicated GERD
An empiric trial with a Proton Pump Inhibitor (PPI) is the standard-of-care, cost-effective first step for managing uncomplicated GERD. This strategy serves a dual role: it provides therapeutic relief for the majority of patients and acts as a diagnostic tool. A positive response to therapy strongly suggests an acid-mediated disease process, while a lack of response prompts further investigation.
2.1 Initial PPI Trial Protocol
- Initiate a 4- to 8-week trial of a standard, once-daily PPI.
- The PPI must be administered 30-60 minutes before the first meal of the day (typically breakfast) to ensure maximal inhibition of activated proton pumps and achieve optimal efficacy.
- Standard PPI options and typical once-daily doses include:
- Omeprazole 20–40 mg
- Pantoprazole 40 mg
- Esomeprazole 20–40 mg
- Lansoprazole 30 mg
- Rabeprazole 20 mg
2.2 Management of Partial or Incomplete Response
For patients who experience only a partial response to the initial trial, the first step is to confirm adherence to the regimen and correct pre-meal timing. If adherence and timing are appropriate, the dose should be escalated to twice-daily (BID) administration (before breakfast and before dinner) for an additional 8-week period.
2.3 Adjunctive Therapies
Evidence-based adjunctive treatments can be employed to target specific symptom patterns alongside PPI therapy.
- Lifestyle Modifications: Weight loss, particularly addressing central adiposity, has the most significant impact on reducing reflux events. For nocturnal symptoms, advise patients to avoid meals within three hours of bedtime and to elevate the head of the bed.
- Nocturnal Acid Breakthrough: For patients with persistent nighttime symptoms despite BID PPI therapy, an H2-receptor antagonist (H2RA) such as Famotidine (20-40 mg) at bedtime can be effective. It should be noted that tolerance (tachyphylaxis) to H2RAs can develop over time, potentially limiting long-term efficacy.
- Post-Prandial Regurgitation: Sodium alginate preparations (e.g., 10-20 mL after meals and at bedtime) create a physical barrier to reflux. In select cases of refractory regurgitation, Baclofen (5-10 mg TID) can be used to reduce transient lower esophageal sphincter relaxations (tLESRs), but patients must be counseled on potential central nervous system side effects like sedation and dizziness.
Patients who fail to respond adequately to an optimized 8-week course of twice-daily PPIs, or those who present with alarm features, require endoscopic evaluation.
3.0 Endoscopic Evaluation (EGD)
The upper endoscopy (EGD) is the pivotal diagnostic test for patients who fail an empiric trial of medical therapy or present initially with high-risk alarm features. Its primary purposes are to directly visualize the esophageal mucosa to identify injury, rule out complications such as Barrett's Esophagus (BE), and assess for alternative diagnoses that can mimic GERD, including eosinophilic esophagitis (EoE).
3.1 Indications for EGD
- Presence of any alarm features (dysphagia, odynophagia, weight loss, GI bleed, anemia).
- Refractory symptoms despite an optimized 8-week course of twice-daily (BID) PPI therapy.
- Screening for Barrett's Esophagus in patients with chronic GERD and multiple risk factors (Male sex, Age >50, White race, central obesity, history of smoking, family history of BE or esophageal adenocarcinoma).
- Evaluation of atypical chest pain after a thorough cardiac workup has been completed and is negative.
- Assessment of healing after treatment for severe (Los Angeles Grade C or D) erosive esophagitis to rule out underlying Barrett's Esophagus.
3.2 Endoscopic Findings and Diagnostic Implications
The findings on EGD are critical for definitively diagnosing GERD or determining the need for further physiologic testing, as outlined by the Lyon Consensus criteria.
LA Grade C or D Erosive Esophagitis
- Diagnostic Conclusion: Conclusive evidence of GERD.
Peptic Stricture
- Diagnostic Conclusion: Conclusive evidence of GERD.
Long-Segment Barrett’s Esophagus
- Diagnostic Conclusion: Conclusive evidence of GERD.
LA Grade A or B Erosive Esophagitis
- Diagnostic Conclusion: Inconclusive evidence for GERD; requires further physiologic testing.
Normal Mucosa
- Diagnostic Conclusion: Inconclusive evidence for GERD; requires further physiologic testing.
3.3 Biopsy Protocol
A standardized biopsy protocol is essential for accurate diagnosis of key esophageal conditions.
- Suspected Barrett's Esophagus: Use of the Seattle protocol is mandatory, involving 4-quadrant biopsies taken every 1-2 cm along the length of the metaplastic segment. The Prague classification (C/M length) must be documented to standardize the description of the BE segment length.
- Suspected Eosinophilic Esophagitis (EoE): In any patient with dysphagia, a history of atopy, or endoscopic findings suggestive of EoE (e.g., rings, furrows), it is mandatory to take 2-4 biopsies from both the proximal and distal esophagus, even if the mucosa appears normal.
- Strictures: All strictures must be biopsied to definitively exclude underlying malignancy and to rule out EoE as a potential cause.
The specific diagnostic pathway is determined by the conclusive or inconclusive nature of these EGD findings.
4.0 Diagnostic and Management Pathways Based on EGD Findings
The results of the EGD create a critical diagnostic branch point. Pathway A addresses patients with conclusive evidence of GERD, focusing on long-term management and phenotyping refractory symptoms. Pathway B outlines the necessary physiologic testing to objectively prove or disprove GERD in patients with inconclusive endoscopic findings, thereby preventing misdiagnosis and inappropriate long-term therapy.
4.1 Pathway A: Management of Conclusively Proven GERD (LA Grade C/D, Stricture, or BE)
4.1.1 Initial Management
The primary treatment for conclusively proven GERD is long-term PPI therapy, administered either once-daily or twice-daily for severe esophagitis. For patients with LA Grade C/D esophagitis, a repeat EGD is required after 8-12 weeks of high-dose PPI therapy to confirm mucosal healing and to rule out underlying Barrett's Esophagus that may have been obscured by inflammation.
4.1.2 Workup for Refractory Symptoms
If symptoms persist despite an optimized course of twice-daily PPI therapy, the goal is to phenotype the nature of the persistent symptoms. This requires ON-PPI pH-impedance testing, which measures both acid and non-acid reflux while the patient remains on therapy.
4.1.3 Interpreting ON-PPI Test Results
- Abnormal Reflux Burden (e.g., Acid Exposure Time [AET] >6% on therapy): This result confirms True Refractory GERD. The protocol is to consider adjunct medical therapies (e.g., Baclofen for regurgitation) or refer the patient for evaluation for anti-reflux procedures.
- Normal Reflux Burden: This result indicates a Functional Overlay (i.e., co-existing Reflux Hypersensitivity or Functional Heartburn) is responsible for persistent symptoms. The protocol is to continue PPI therapy for mucosal protection of the underlying proven GERD while adding neuromodulators (e.g., low-dose tricyclic antidepressants or SSRIs) and/or behavioral therapies to address visceral hypersensitivity.
4.2 Pathway B: Diagnosis in Patients with Inconclusive or Normal EGD (LA Grade A/B or Normal)
4.2.1 Physiologic Testing Protocol
For this cohort, the primary goal is to objectively prove or disprove the diagnosis of GERD. The standard protocol is to perform OFF-PPI ambulatory pH monitoring. The wireless 48- to 96-hour capsule (Bravo) is preferred due to its increased diagnostic yield. Medications must be held prior to the study: PPIs for 7 days and H2RAs for 48 hours.
4.2.2 Interpreting OFF-PPI Test Results
The results define distinct diagnostic phenotypes based on Acid Exposure Time (AET) and symptom correlation.
- AET > 6%: The diagnosis is Conclusive GERD. The protocol is to initiate long-term PPI therapy.
- AET 4-6%: The diagnosis is Borderline GERD. This diagnosis is strengthened by supportive metrics such as >80 reflux episodes per 24 hours or a low mean nocturnal baseline impedance (MNBI <1500 Ω).
- AET < 4% with Positive Symptom Association: The diagnosis is Reflux Hypersensitivity (RH). The protocol is to de-escalate or stop PPI therapy and initiate neuromodulators and/or behavioral therapies.
- AET < 4% with Negative Symptom Association: The diagnosis is Functional Heartburn (FH). The protocol is to de-escalate or stop PPI therapy and focus on therapies targeting central sensitization, such as neuromodulators and psychological support.
Clinical Pearl: The distinction between Reflux Hypersensitivity and Functional Heartburn is determined by symptom correlation. Positive correlation (symptoms align with reflux events, even if normal in quantity) defines RH. Negative correlation (symptoms are independent of reflux events) defines FH. This distinction is critical as it guides therapy away from acid suppression and toward neuromodulation.
The following section details the procedural specifics of the advanced diagnostic tests introduced in these pathways.
5.0 Advanced Diagnostic Testing: Protocols and Interpretation
Advanced diagnostic studies are essential tools for phenotyping GERD, ruling out conditions that mimic its symptoms, and providing critical anatomical and physiological data required for planning procedural interventions. Correct test selection and interpretation are paramount to developing an effective management plan.
5.1 High-Resolution Manometry (HRM)
It must be emphasized that High-Resolution Manometry (HRM) is not a diagnostic test for GERD. Its value lies in assessing esophageal motor function.
Common Pitfall: Ordering High-Resolution Manometry to diagnose GERD. Its role is strictly to evaluate motility and rule out mimics, primarily as a mandatory pre-operative assessment before anti-reflux procedures.
Its three primary roles are:
- Pre-operative Assessment: HRM is mandatory before any anti-reflux procedure. It serves to rule out contraindications such as achalasia or esophagogastric junction (EGJ) outflow obstruction. Furthermore, it assesses the vigor of esophageal peristalsis, which directly guides the surgical choice between a full Nissen (360°) fundoplication and a partial Toupet (270°) fundoplication to minimize post-operative dysphagia.
- Exclusion of Motility Mimics: HRM is the primary tool for diagnosing major motility disorders like achalasia and EGJ Outflow Obstruction, which can present with symptoms overlapping with GERD.
- Identification of Behavioral Disorders: It is the key diagnostic test for identifying behavioral conditions that are often misdiagnosed as refractory GERD, including Rumination Syndrome and Supragastric Belching.
5.2 Barium Esophagram
The barium esophagram serves as an anatomical adjunct, not as a primary test for reflux. Its utility is in providing structural detail that is valuable for surgical planning. Specifically, it can characterize the size and morphology of a hiatal hernia and identify the presence and length of peptic strictures, complementing the information gathered during endoscopy.
Applying these diagnostic findings is crucial for managing specific GERD-related complications and for selecting appropriate candidates for advanced procedures.
6.0 Management of GERD Complications
Chronic or severe gastroesophageal reflux can lead to significant structural and cellular complications within the esophagus. Each of these complications requires a specific management strategy that extends beyond standard acid suppression in order to control symptoms, restore function, and mitigate long-term risks, including the development of malignancy.
Peptic Stricture
Management of a peptic stricture requires a two-pronged approach. First, the mechanical obstruction is addressed with endoscopic dilation, typically using a bougie or balloon in graded sessions to relieve dysphagia. Second, long-term, high-dose PPI therapy is initiated to promote healing and prevent recurrence of the stricture. It is mandatory to obtain biopsies from the stricture to exclude underlying malignancy or eosinophilic esophagitis.
Barrett's Esophagus (BE)
The management of Barrett's Esophagus is centered on acid suppression, surveillance for dysplasia, and endoscopic eradication of dysplastic tissue.
- Medical Therapy: Once-daily PPI therapy is the standard of care to control acid reflux. The dose may be increased to twice-daily if symptoms or endoscopic evidence of esophagitis persist.
- Surveillance Intervals: Following a mandatory repeat EGD after 8-12 weeks of PPI therapy to confirm healing of severe esophagitis and to definitively biopsy for Barrett's Esophagus, the following surveillance intervals apply:
- Non-Dysplastic BE (NDBE) ≤3 cm: Surveillance every 5 years.
- Non-Dysplastic BE (NDBE) >3 cm: Surveillance every 3 years.
- Indefinite for Dysplasia: Optimize acid suppression with high-dose PPIs and repeat the EGD in 6-12 months with review by an expert pathologist.
- Management of Dysplasia: For confirmed Low-Grade Dysplasia (LGD), High-Grade Dysplasia (HGD), or Intramucosal Cancer, Endoscopic Eradication Therapy (EET) is the preferred treatment over surveillance alone. EET typically involves Radiofrequency Ablation (RFA) of the flat metaplastic tissue and/or Endoscopic Mucosal Resection (EMR) or Endoscopic Submucosal Dissection (ESD) for any visible lesions.
After managing complications, consideration may be given to definitive procedural treatments to address the underlying cause of reflux.
7.0 Procedural and Surgical Interventions
Procedural and surgical interventions offer definitive therapy for a select group of patients with objectively-proven GERD. These options are particularly effective for individuals with refractory symptoms, significant regurgitation, or anatomical defects such as a large hiatal hernia, where medical therapy alone may be insufficient.
7.1 Mandatory Pre-Procedure Evaluation
To ensure patient safety and optimize outcomes, all candidates for anti-reflux procedures must have completed a thorough pre-procedure evaluation. This evaluation unequivocally requires:
- Objective evidence of GERD, established either by conclusive EGD findings (e.g., LA Grade C/D esophagitis, peptic stricture, Barrett's esophagus) or by abnormal acid exposure (AET >6%) on OFF-PPI pH monitoring.
- A High-Resolution Manometry (HRM) study to assess esophageal motility and definitively rule out contraindications such as achalasia.
Comparison of Primary Anti-Reflux Interventions
Fundoplication (Nissen & Toupet)
- Mechanism: A surgical procedure that creates a valve mechanism by wrapping the upper portion of the stomach around the LES.
- Ideal Candidate Profile: Patients with objective GERD, significant regurgitation, and a small-to-moderate hiatal hernia.
- Key Considerations: The Toupet (270° wrap) is generally preferred over the Nissen (360° wrap) in patients with weak esophageal peristalsis.
Magnetic Sphincter Augmentation (LINX)
- Mechanism: A flexible ring of magnetic beads is placed around the LES to augment its barrier function.
- Ideal Candidate Profile: Patients with a small hiatal hernia (<3 cm), normal esophageal motility, and no severe esophagitis.
- Key Considerations: Preserves the ability to belch and vomit more effectively than fundoplication.
Transoral Incisionless Fundoplication (TIF)
- Mechanism: An endoscopic procedure performed from within the stomach that creates a partial fundoplication.
- Ideal Candidate Profile: Patients with regurgitation-predominant symptoms and a minimal or absent hiatal hernia (≤2 cm).
- Key Considerations: Less invasive than surgical fundoplication, though long-term durability may be lower.
Roux-en-Y Gastric Bypass (RYGB)
- Mechanism: A bariatric procedure that re-routes the GI tract, effectively eliminating reflux.
- Ideal Candidate Profile: Patients with GERD and a BMI ≥35 who are candidates for bariatric surgery.
- Key Considerations: Provides both profound weight loss and highly effective reflux control.
Careful and appropriate patient selection, grounded in objective diagnostic data, is the most critical determinant of successful outcomes with procedural interventions for GERD.