美国ERCP培训与评估培训讲义课件

ERCPTrainingandAssessmentintheU.S.

美国ERCP培训与评估JosephLeung,MD.,FRCP.,FACP.,FASGE.,MACG.Mr.&Mrs.C.W.LawProfessorofMedicine,UniversityofCalifornia,DavisSchoolofMedicine,Chief,SectionofGastroenterology,VANorthernCaliforniaHealthCareSystem.ERCPTrainingandAssessmentiERCPTrainingintheU.S.

美国的ERCP培训PartofaGIFellowship(ABIMaccredited)胃肠医生培训的一部分(美国内科学委员会认证)ERCPtrainingofferedin3rdyear(traineesexposedtoERCPbutnotnecessarilycompetentinperforming)第3年开始进行ERCP培训(学员只需ERCP知识,并不要求独立操作）Additional(advanced)4thyeartraining(notABIMaccredited)第4年高级培训一年（非美国内科学委员会认证要求）Traineesexpectedtocomplete180-200cases,with80%successrate,including75%therapeuticprocedures要求学员完成180-200例操作，成功率达80%以上（其中包括75%的治疗性操作）ERCPTrainingintheU.S.

美国的EWhyERCPTraining?

为什么要进行ERCP培训？ERCPiseffectiveinmanagementofpancreaticobiliarydiseasesERCP在胆胰系统疾病诊治方面效果显著ItiscomplexandpotentiallyhazardousERCP技术复杂，有相当高的潜在风险Requireseffectiveclinical/technicalteaching需要有效的临床基础和操作技巧指导Objectiveassessmenttodeterminequality需要客观的评估，判断学员操作能力Apprenticeship传统的学徒式教学WhyERCPTraining?

为什么要进行ERCP培KeyQuestionsinERCPTraining

ERCP培训中的关键问题Whoshouldbetrained?谁来学？Whatshouldbetaught,andhow?教什么，怎样教？Whoshouldteach?谁来教？Howaretrainingandcompetenceassessed?如何对培训效果及学员能力进行有效评估？Whatlevelofperformanceisacceptable?培训目标如何确定？KeyQuestionsinERCPTrainingWhoShouldbeTrained?

谁来学？GI/Surgicaltrainees部分消化科内医生和外科医生Availabletrainingpositionsarevariable按照不同的阶段目标获得多样化培训Expectation-thosewhoreceivedtrainingshouldreachacceptablelevelofcompetenceforsafeindependentpractice预期在结束培训时，学员能够达到相应阶段培训标准可以独立安全的开展业务WhoShouldbeTrained?

谁来学？GI/WhatShouldbeTaught,andHow?

教什么，怎么教？Knowledgeinpancreaticobiliarydiseases胆胰系统疾病的临床理论知识SkillsinERCPincludingalternativediagnosticandtherapeuticmethodsERCP的实际操作技能，包括其他诊断性和治疗性操作方法Skilledinbasictenetsofpatientcare医学精神以及收治过程中与病人沟通能力WhatShouldbeTaught,andHowLevelsofComplexity

ERCP技术难度分级（2011）Cottonetal.Gradingthecomplexityofendoscopicprocedures:resultsofanASGEworkingparty.GIE2011;73:868-741.深插管，胆道支架置入/交换/取出LevelsofComplexity

ERCP技术难度分GoalsofERCPtraining

ERCP培训目标Abletoprovidefundamental(life-saving)ERCPproceduresatthecommunitylevele.g.urgentbiliarydrainingforacute(suppurative)cholangitis初级培训：能够在当地医院急诊情况下提供最基本的（”救命式”）ERCP操作，如急性化脓性胆管炎引流Thosecompletedtrainingshouldbecompetentinperforminglevel1and2procedures完成培训：能够熟练掌握技术难度1、2级的ERCP操作Levels3and4procedureswillrequireadvancedtraining3,4级技术难度的操作需要高级的培训GoalsofERCPtraining

ERCP培训目TrainingCurriculum

培训科目DifferencesbetweenASGEandSAGES美国胃肠镜学会与胃肠道内镜外科医生学会要求的分别Lectures,didactics,atlases,videosandbooks讲座，授课，图片，视频以及教科书Supervisedclinicalpractice监督下的临床实践History/physicalexam,laboratorytests病史，体征，实验室检查Managementofpancreaticobiliaryproblemsasin-andoutpatients,withdiscussionondiagnosticandtreatmentoptions,includingassessmentofrisks胆胰系统疾病门诊及住院病人的处理,诊断和治疗的选择以及风险评估Multi-disciplinaryapproach(surgery/radiology)多学科讨论

（外科、放射科）TrainingCurriculum

培训科目DifferConceptofTraining(Preparingtheendoscopist)

培训的概念Howtodoit(basicskills)

怎样做Whentouseit(clinicalapplication)

何时应用于临床Specificprocedures

具体步骤Managementofcomplications

并发症的处理Documentationofperformance

操作记录Credentialing

证书1/2015ConceptofTraining1/2015TrainingMethods

培训方法Selfstudies:videos,recordedlectures,selfassessment自学：视频，

听课,自我评估Radiologicalinterpretation,safetywithfluoroscopy影像学资料学习，放射学安全Observationofclinicalprocedures临床操作观摩学习Laboratorypracticeofbasicskills,includinghandlingscopeandaccessories内镜室基础操作，包括持镜，附件等Clinicaltraining:hands-onpracticewithscopehandlingandselectivecannulation临床操作培训：控制十二指肠镜和选择性插管的练习Guidewiremanipulationandoperatedifferentaccessories导丝和其他附件操作Learninginstepsandeventuallyabletoassimilateskillsandcompleteentireprocedure循序渐进掌握ERCP操作技巧Successfulprocedurewithnocomplications成功独立操作,没有并发症的手术TraineesalsolearnhowtoassistwithERCPprocedure

学员同时应当学习如何当好ERCP助手TrainingMethods

培训方法SelfstudSupplementalTraining

补充培训Seminarsandworkshops研讨会和培训班Modelpracticeincludingsimulators包括模拟器在内的模拟训练Hands-onteampracticetoimprovecoordinationwithassistants(TEAMwork)手把手ERCP团队协作训练SupplementalTraining

补充培训SemiSimulation(Optional)Training

模拟器（可选择）培训Understandanatomy,motility理解解剖及胃肠蠕动特性Practicewithrealscopeandaccessories使用十二指肠镜和附件练习Familiarwithscopehandling熟悉持镜技巧Learnandpracticebasicsteps学习掌握基本操作步骤Coordinatedpracticewithassistantwithoutriskingapatient与助手合作练习减少病人风险(RCTshowedimprovedcannulationsuccessratewithinitialsimulationpracticefornoviceendoscopists)(RCT显示模拟器插管练习明显提升ERCP初学者临床操作插管成功率)

Simulation(Optional)TrainingSimulationModels

模拟器类型Animalmodel(anatomicalvariations)动物模型（解剖差异）Anesthetizedpig麻醉下的活体猪Ex-vivoporcinestomachmodel离体的猪胃肠模型Neopapillamodel新型乳头模型（鸡心）ComputerSimulator(probesinsteadofrealinstrument)计算机模拟器（探头代替真实设备）GIMentorIIMechanicalSimulator(rigidmodel)机械模拟器(rigidmodel)EMSX-visionSimulationModels

模拟器类型AnimalIDEALSimulationPractice

最理想

模拟器训练Improvesskills提高基本操作技能Demonstratesrealism：展示解剖、胃肠运动的实际情况Easeofincorporationintotraining：方便操作配合培训Applicableintraining：实用训练，可以模拟治疗性ERCPLearningwithrealscopeandaccessories：用真的十二指肠镜及附件学习操作IDEALSimulationPractice

最理想ERCPMechanicalSimulator(EMS)

机械模拟器Artificialbiliarypapillotomy人工乳头切开Pancreaticstenting胰管支架置入ERCPMechanicalSimulator(EMSWhoShouldTeach?

谁来教？Askilledendoscopistmaynotbeagoodteacher技术全面的内镜医生不一定能胜任教学Trainershouldrecognizemistakesmadebytrainees教师应该分辨学员操作中的错误Offersguidance,coachingandassistance适当提供指导，训练和辅助Supportiveandnotpunitiveattitude态度积极，避免惩罚性教学WhoShouldTeach?

谁来教？AskilleAssessmentofCompetence

能力评估临床评估ClinicalassessmentProcedurelog临床操作记录Success/failure成功/失败Complications并发症Trainerinvolvement(step-by-steptrainingdependingoncomplexity,riskandpotentialcomplications)教师参与程度Verbal口头指令Hands-onassistance手把手辅助Takeover教师接镜操作模拟器评估SimulationProcedurelog操作记录Typeofpractice操作类型Variationindifficulty不同难度Success/failure成功/失败Errorinpractice操作中的错误Proceduretime操作时间Simulatedfluoroscopytime模拟放射线时间AssessmentofCompetence

能力评估临OverallAssessment

评估Acquisitionofknowledgeandapplication学员掌握理论知识和操作技巧Clinicalknowledge临床基础知识Understandingofpathologies,interpretationofradiologicalfindings,choiceoftherapy掌握疾病病理生理，能够阅片和选择治疗方式Technicalproficiencyandcompetencyinperformingprocedure技术熟练程度和临床操作的实际能力OverallAssessment

评估AcquisitiObjectiveAssessment

客观评价指标Examinationtodeterminequalityoftrainee学员综合能力考试Knowledge基础理论Skills操作技巧Compassion对患者的同情关怀(爱心）Exam测验/考试Written(multiplechoice)笔试（包括多项选择）Oral口试Practical现场操作ObjectiveAssessment

客观评价指标ExaNumberofProcedures(LogBook)

病例数（记录）Arbitrarilyusedasasurrogateofexperience病例数可以用于粗略估计学员经验程度Complexityandspectrum病例复杂性和不同类型Degreeofinvolvementwithtrainee/trainer教师在学员的操作辅助程度Objectiveoutcomeassessment客观评价指标Successwithcannulation插管成功率Postproceduralcomplications术后并发症Reportcard临床操作记录卡Benchmarking达标的指标NumberofProcedures(LogBookWhatisAcceptablePerformance?

怎样算合格Highsuccessratesandlowcomplications操作的成功率高和并发症率低Levelofcomplexityvs.experienceofoperator操作复杂性跟

操作者经验Levelofurgencyvs.typeof(life-saving)procedure紧急程度跟

操作种类（救命操作）Traineesoloperformance学员单独完成操作WhatisAcceptablePerformanceCredentialingandCertification

合格与授予证书TraineesmettrainingrequirementandbecomeGIBoardEligible学员达到训练要求即可取得胃肠病专家资格Trainingexperienceconfirmedbyprogramdirector

获得培训导师认可的培训经历TraineesthenpasstheGIBoard(written)ExaminationandbecomeBoardCertifiedinGastroenterology

学员经过参加胃肠病协会组织的书面考试并授予合格证Noobjective/practicalexaminationfortechnical(ERCP)skill无ERCP的实际技能考核NocertificationforERCP

无ERCP合格证书CredentialingandCertificatioHospitalPracticePrivilege

医院ERCP操作的权利Hospitalproctoringsystem–seniororexistingendoscopistsobservethenewlyjoinedendoscopisttoevaluatetheirskills

医院监管机制—专家或在岗内镜医师观看操作者的技能,并作出评估,可以达到标准HospitalcredentialingcommitteegrantsprivilegetopracticeERCP

医院认证委员会授予ERCP操作的权利Individual’sperformancecanbefurthercomparedusingbenchmarking

将个人操作能力与现行的评价标准进行比较HospitalPracticePrivilege

医院踏实，奋斗，坚持，专业，努力成就未来。11月-2211月-22Saturday,November5,2022弄虚作假要不得，踏实肯干第一名。03:17:2403:17:2403:1711/5/20223:17:24AM安全象只弓，不拉它就松，要想保安全，常把弓弦绷。11月-2203:17:2403:17Nov-2205-Nov-22重于泰山，轻于鸿毛。03:17:2403:17:2403:17Saturday,November5,2022不可麻痹大意，要防微杜渐。11月-2211月-2203:17:2403:17:24November5,2022加强自身建设，增强个人的休养。2022年11月5日3:17上午11月-2211月-22追求卓越，让自己更好，向上而生。05十一月20223:17:24上午03:17:2411月-22严格把控质量关，让生产更加有保障。十一月223:17上午11月-2203:17November5,2022重规矩，严要求，少危险。2022/11/53:17:2403:17:2405November2022好的事情马上就会到来，一切都是最好的安排。3:17:24上午3:17上午03:17:2411月-22每天都是美好的一天，新的一天开启。11月-2211月-2203:1703:17:2403:17:24Nov-22务实，奋斗，成就，成功。2022/11/53:17:24Saturday,November5,2022抓住每一次机会不能轻易流失，这样我们才能真正强大。11月-222022/11/53:17:2411月-22谢谢大家！踏实，奋斗，坚持，专业，努力成就未来。11月-2211月-2ERCPTrainingandAssessmentintheU.S.

美国ERCP培训与评估JosephLeung,MD.,FRCP.,FACP.,FASGE.,MACG.Mr.&Mrs.C.W.LawProfessorofMedicine,UniversityofCalifornia,DavisSchoolofMedicine,Chief,SectionofGastroenterology,VANorthernCaliforniaHealthCareSystem.ERCPTrainingandAssessmentiERCPTrainingintheU.S.

美国的ERCP培训PartofaGIFellowship(ABIMaccredited)胃肠医生培训的一部分(美国内科学委员会认证)ERCPtrainingofferedin3rdyear(traineesexposedtoERCPbutnotnecessarilycompetentinperforming)第3年开始进行ERCP培训(学员只需ERCP知识,并不要求独立操作）Additional(advanced)4thyeartraining(notABIMaccredited)第4年高级培训一年（非美国内科学委员会认证要求）Traineesexpectedtocomplete180-200cases,with80%successrate,including75%therapeuticprocedures要求学员完成180-200例操作，成功率达80%以上（其中包括75%的治疗性操作）ERCPTrainingintheU.S.

美国的EWhyERCPTraining?

为什么要进行ERCP培训？ERCPiseffectiveinmanagementofpancreaticobiliarydiseasesERCP在胆胰系统疾病诊治方面效果显著ItiscomplexandpotentiallyhazardousERCP技术复杂，有相当高的潜在风险Requireseffectiveclinical/technicalteaching需要有效的临床基础和操作技巧指导Objectiveassessmenttodeterminequality需要客观的评估，判断学员操作能力Apprenticeship传统的学徒式教学WhyERCPTraining?

为什么要进行ERCP培KeyQuestionsinERCPTraining

ERCP培训中的关键问题Whoshouldbetrained?谁来学？Whatshouldbetaught,andhow?教什么，怎样教？Whoshouldteach?谁来教？Howaretrainingandcompetenceassessed?如何对培训效果及学员能力进行有效评估？Whatlevelofperformanceisacceptable?培训目标如何确定？KeyQuestionsinERCPTrainingWhoShouldbeTrained?

谁来学？GI/Surgicaltrainees部分消化科内医生和外科医生Availabletrainingpositionsarevariable按照不同的阶段目标获得多样化培训Expectation-thosewhoreceivedtrainingshouldreachacceptablelevelofcompetenceforsafeindependentpractice预期在结束培训时，学员能够达到相应阶段培训标准可以独立安全的开展业务WhoShouldbeTrained?

谁来学？GI/WhatShouldbeTaught,andHow?

教什么，怎么教？Knowledgeinpancreaticobiliarydiseases胆胰系统疾病的临床理论知识SkillsinERCPincludingalternativediagnosticandtherapeuticmethodsERCP的实际操作技能，包括其他诊断性和治疗性操作方法Skilledinbasictenetsofpatientcare医学精神以及收治过程中与病人沟通能力WhatShouldbeTaught,andHowLevelsofComplexity

ERCP技术难度分级（2011）Cottonetal.Gradingthecomplexityofendoscopicprocedures:resultsofanASGEworkingparty.GIE2011;73:868-741.深插管，胆道支架置入/交换/取出LevelsofComplexity

ERCP技术难度分GoalsofERCPtraining

ERCP培训目标Abletoprovidefundamental(life-saving)ERCPproceduresatthecommunitylevele.g.urgentbiliarydrainingforacute(suppurative)cholangitis初级培训：能够在当地医院急诊情况下提供最基本的（”救命式”）ERCP操作，如急性化脓性胆管炎引流Thosecompletedtrainingshouldbecompetentinperforminglevel1and2procedures完成培训：能够熟练掌握技术难度1、2级的ERCP操作Levels3and4procedureswillrequireadvancedtraining3,4级技术难度的操作需要高级的培训GoalsofERCPtraining

ERCP培训目TrainingCurriculum

培训科目DifferencesbetweenASGEandSAGES美国胃肠镜学会与胃肠道内镜外科医生学会要求的分别Lectures,didactics,atlases,videosandbooks讲座，授课，图片，视频以及教科书Supervisedclinicalpractice监督下的临床实践History/physicalexam,laboratorytests病史，体征，实验室检查Managementofpancreaticobiliaryproblemsasin-andoutpatients,withdiscussionondiagnosticandtreatmentoptions,includingassessmentofrisks胆胰系统疾病门诊及住院病人的处理,诊断和治疗的选择以及风险评估Multi-disciplinaryapproach(surgery/radiology)多学科讨论

（外科、放射科）TrainingCurriculum

培训科目DifferConceptofTraining(Preparingtheendoscopist)

培训的概念Howtodoit(basicskills)

怎样做Whentouseit(clinicalapplication)

何时应用于临床Specificprocedures

具体步骤Managementofcomplications

并发症的处理Documentationofperformance

操作记录Credentialing

证书1/2015ConceptofTraining1/2015TrainingMethods

培训方法Selfstudies:videos,recordedlectures,selfassessment自学：视频，

听课,自我评估Radiologicalinterpretation,safetywithfluoroscopy影像学资料学习，放射学安全Observationofclinicalprocedures临床操作观摩学习Laboratorypracticeofbasicskills,includinghandlingscopeandaccessories内镜室基础操作，包括持镜，附件等Clinicaltraining:hands-onpracticewithscopehandlingandselectivecannulation临床操作培训：控制十二指肠镜和选择性插管的练习Guidewiremanipulationandoperatedifferentaccessories导丝和其他附件操作Learninginstepsandeventuallyabletoassimilateskillsandcompleteentireprocedure循序渐进掌握ERCP操作技巧Successfulprocedurewithnocomplications成功独立操作,没有并发症的手术TraineesalsolearnhowtoassistwithERCPprocedure

学员同时应当学习如何当好ERCP助手TrainingMethods

培训方法SelfstudSupplementalTraining

补充培训Seminarsandworkshops研讨会和培训班Modelpracticeincludingsimulators包括模拟器在内的模拟训练Hands-onteampracticetoimprovecoordinationwithassistants(TEAMwork)手把手ERCP团队协作训练SupplementalTraining

补充培训SemiSimulation(Optional)Training

模拟器（可选择）培训Understandanatomy,motility理解解剖及胃肠蠕动特性Practicewithrealscopeandaccessories使用十二指肠镜和附件练习Familiarwithscopehandling熟悉持镜技巧Learnandpracticebasicsteps学习掌握基本操作步骤Coordinatedpracticewithassistantwithoutriskingapatient与助手合作练习减少病人风险(RCTshowedimprovedcannulationsuccessratewithinitialsimulationpracticefornoviceendoscopists)(RCT显示模拟器插管练习明显提升ERCP初学者临床操作插管成功率)

Simulation(Optional)TrainingSimulationModels

模拟器类型Animalmodel(anatomicalvariations)动物模型（解剖差异）Anesthetizedpig麻醉下的活体猪Ex-vivoporcinestomachmodel离体的猪胃肠模型Neopapillamodel新型乳头模型（鸡心）ComputerSimulator(probesinsteadofrealinstrument)计算机模拟器（探头代替真实设备）GIMentorIIMechanicalSimulator(rigidmodel)机械模拟器(rigidmodel)EMSX-visionSimulationModels

模拟器类型AnimalIDEALSimulationPractice

最理想

模拟器训练Improvesskills提高基本操作技能Demonstratesrealism：展示解剖、胃肠运动的实际情况Easeofincorporationintotraining：方便操作配合培训Applicableintraining：实用训练，可以模拟治疗性ERCPLearningwithrealscopeandaccessories：用真的十二指肠镜及附件学习操作IDEALSimulationPractice

最理想ERCPMechanicalSimulator(EMS)

机械模拟器Artificialbiliarypapillotomy人工乳头切开Pancreaticstenting胰管支架置入ERCPMechanicalSimulator(EMSWhoShouldTeach?

谁来教？Askilledendoscopistmaynotbeagoodteacher技术全面的内镜医生不一定能胜任教学Trainershouldrecognizemistakesmadebytrainees教师应该分辨学员操作中的错误Offersguidance,coachingandassistance适当提供指导，训练和辅助Supportiveandnotpunitiveattitude态度积极，避免惩罚性教学WhoShouldTeach?

谁来教？AskilleAssessmentofCompetence

能力评估临床评估ClinicalassessmentProcedurelog临床操作记录Success/failure成功/失败Complications并发症Trainerinvolvement(step-by-steptrainingdependingoncomplexity,riskandpotentialcomplications)教师参与程度Verbal口头指令Hands-onassistance手把手辅助Takeover教师接镜操作模拟器评估SimulationProcedurelog操作记录Typeofpractice操作类型Variationindifficulty不同难度Success/failure成功/失败Errorinpractice操作中的错误Proceduretime操作时间Simulatedfluoroscopytime模拟放射线时间AssessmentofCompetence

能力评估临OverallAssessment

评估Acquisitionofknowledgeandapplication学员掌握理论知识和操作技巧Clinicalknowledge临床基础知识Understandingofpathologies,interpretationofradiologicalfindings,choiceoftherapy掌握疾病病理生理，能够阅片和选择治疗方式Technicalproficiencyandcompetencyinperformingprocedure技术熟练程度和临床操作的实际能力OverallAssessment

评估AcquisitiObjectiveAssessment

客观评价指标Examinationtodeterminequalityoftrainee学员综合能力考试Knowledge基础理论Skills操作技巧Compassion对患者的同情关怀(爱心）Exam测验/考试Written(multiplechoice)笔试（包括多项选择）Oral口试Practical现场操作ObjectiveAssessment

客观评价指标ExaNumberofProcedures(LogBook)

病例数（记录）Arbitrarilyusedasasurrogateofexperience病例数可以用于粗略估计学员经验程度Complexityandspectrum病例复杂性和不同类型Degreeofinvolvementwithtrainee/trainer教师在学员的操作辅助程度Objectiveoutcomeassessment客观评价指标Successwithcannulation插管成功率Postproceduralcomplications术后并发症Reportcard临床操作记录卡Benchmarking达标的指标NumberofProcedures(LogBookWhatisAcceptablePerformance?

怎样算合格Highsuccessratesandlowcomplications操作的成功率高