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The IAC Standards and Guidelines
for Adult Echocardiography Accreditation

 

Click here for a printer-friendly PDF of the Adult Echocardiography Standards

Part B:
Examinations and Procedures

Section 3B: Adult Stress Echocardiography Testing

 

STANDARD – Instrumentation

 

3.1B         Cardiac Ultrasound Systems

 

3.1.1B         Ultrasound instruments utilized for stress echocardiographic studies must include, at a minimum, hardware and software to perform:

 

3.1.1.1B        M-Mode imaging

 

3.1.1.2B        2-D imaging. The system must include harmonic capabilities.

 

3.1.1.3B        Spectral display for pulsed (PW) and continuous wave (CW) Doppler studies and tissue Doppler imaging;

 

3.1.1.4B        color flow Doppler;

 

3.1.1.5B        Monitor or other display method of suitable size and quality for observation and interpretation of all modalities.

 

Comment: The display or DICOM header must identify the parent institution, the name of the patient, second patient identifier (such as MRN or DOB), the date and time of the study. The ECG must also be displayed.

 

3.1.1.6B        Range or depth markers must be available on all displays

 

3.1.1.7B        Capabilities to measure the distance between two points, an area on a 2-D image, blood flow velocities, time intervals, and peak and mean gradients from spectral Doppler studies.

 

3.1.1.8B        At least two imaging transducers, one of low frequency (2-2.5 MHz) and one of high frequency (3.5 MHz or higher); or a multi-frequency transducer which includes a range of frequencies specific to the clinical needs in adult echo.

 

Comment: A transducer dedicated to the performance of non-imaging continuous wave Doppler must be available at each site.

 

3.1.1.9B       An audible output must be present at the time of acquisition.

 

3.1.1.10B     Instrument settings to enable optimization of ultrasound enhancing agents.

 

 

3.2B         Stress Echocardiography Acquisition Systems

 

3.2.1B         Acquisition of the stress echocardiographic images must be available and utilized for the performance and interpretation of Stress Echocardiography. 

 

3.2.1.1B        The system must allow for accurate “triggered” acquisition of images and side-by-side image display. An image acquisition timer must be displayed.

 

3.2.1.2B        The acquisition system must have adequate memory to allow performance of multi-stage stress echocardiogram studies.

 

3.2.1.3B        The capability of side-by-side comparison of images from baseline and different stages of stress. Side by side review may be accomplished within the ultrasound stress package or on a dedicated offline workstation.

STANDARD – Procedure Volumes

 

3.3B         The annual procedure volume must be sufficient to maintain proficiency in examination performance and interpretation.

STANDARD – Indications, Ordering Process and Scheduling

 

3.4B         Stress Echocardiography is performed for appropriate indications.1

 

3.4.1B         Verification of the Indication – A process must be in place for obtaining and recording the indication. Before a study is performed, the indication must be verified and any additional information needed to direct the examination must be obtained.

 

3.5B         Stress echocardiographic studies are appropriately ordered and scheduled.

 

3.5.1B         Ordering Process – The stress echocardiogram order and/or requisition must indicate the type of study to be performed, the reason(s) for the study and the clinical question(s) to be answered. The signed order/requisition must be retained in the medical record of the patient.

 

3.5.1.1B        Immediately prior to performing the test, the facility staff must assess the patient for the ability to exercise safely or undergo a pharmacologic stress test. Staff must confirm that the type of stress (exercise or pharmacologic) requested is most appropriate. If indicated, the type of stress may be changed with input from the supervising physician. The ordering provider must subsequently be notified if the test is cancelled or if an alternative stress modality (e.g., nuclear perfusion imaging) is more appropriate.

 

3.5.2B         Definition of Procedure Types

 

3.5.2.1B        Two-phase stress Echocardiography examines and compares left ventricular wall segments before stress and after stress and is usually accomplished using treadmill exercise.

 

3.5.2.2B        Three-phase stress Echocardiography examines and compares left ventricular wall segments before, during, and after stress, and is usually accomplished using treadmill exercise or bicycle exercise ergometry.

 

3.5.2.3B        Four-phase stress Echocardiography examines and compares left ventricular wall segments before, during and/or after stress, and is usually accomplished using pharmacological stress agents or supine bicycle ergometry.

 

3.5.2.4B        Doppler stress echocardiography (in addition to left ventricular and/or right ventricular imaging) may be employed to assess valvular heart disease, hypertrophic cardiomyopathy, diastolic function or pulmonary hypertension and may be performed with treadmill, bicycle or pharmacological stress.

 

3.5.2.5B        Ultrasound enhancing agents may be used in conjunction with treadmill, bicycle or pharmacological stress to optimize endocardial border definition or enhance Doppler signals.

 

3.5.3B         Scheduling – Sufficient time is allotted for each study according to the procedure type. The performance time allotted for a stress echocardiogram is 45 to 60 minutes from patient encounter to departure. An additional 15 to 30 minutes per study may be needed for the performance of a pharmacologic stress echocardiogram since these procedures require that intravenous access be obtained. Additional time will also be required when adding Doppler to any standard stress echocardiogram.

STANDARD – Training

 

3.6B         Stress Echocardiography is a diagnostic test which, if performed and/or interpreted incorrectly, can lead to serious consequences for the patient.

 

3.6.1B         Accurate performance of stress echocardiography requires that the performing sonographer and interpreting physician are adequately trained and experienced to perform and interpret stress echocardiograms and must meet current training recommendations.

 

3.6.2B         All personnel directly supervising stress procedures must have appropriate training/experience. While physician presence during stress testing is not required, the facility must assure that appropriate staff is present based upon the types of procedures being performed and the patients' risks of adverse events.

 

3.6.3B         If a non-physician (e.g. properly trained nurse, physician assistant, nurse practitioner, exercise physiologist) practicing under the physician's license is supervising the stress test, the Medical Director or physician director of the stress facility must provide written attestation of appropriate training and competence as outlined in the American College of Cardiology/American Heart Association Clinical Competence Statement on Stress Testing.

Comment: For specific training and competence requirements, see Bibliography.

 

3.6.4B         At a minimum, at least two qualified people are required to be in attendance during stress testing. 

 

3.6.5B         Basic Life Support – All personnel, including physicians, directly supervising stress procedures must have appropriate training/experience and must be certified in basic life support (BLS) and/or Advanced Cardiac Life Support (ACLS).

 

3.6.6B         Advanced Cardiac Life Support: There must be ACLS certified personnel on-site and immediately available during cardiac stress procedures.

 

STANDARD – Techniques

 

3.7B         Examination performance must include proper technique.

 

3.7.1B         Elements of study performance include, but are not limited to:

 

3.7.1.1B        proper patient positioning during image acquisition (beds with imaging drop sections are strongly recommended);

 

3.7.1.2B        appropriate transducer selection and placement;

 

3.7.1.3B        achievement of optimal heart rate;

 

3.7.1.4B        optimization of the ultrasound equipment gain and display settings;

 

3.7.1.5B        Use of Ultrasound Enhancing Agents (UEAs) for Suboptimal Image Quality – UEAs should be used when two or more LV segments or any coronary territory cannot be adequately visualized for the assessment of LV function or regional wall motion. [8][9]


                                                    i.     If UEAs are used, there must be a written policy for the use of UEAs. Although hypersensitivity reactions are rare, laboratories that use UEAs must have policies in place for emergent resuscitation of patients who may experience serious side effects.
                                                                    ii.    Cardiopulmonary resuscitation personnel and equipment must be readily available prior to ultrasound enhancing agent administration.
                                                                   iii.    If a UEA is not able to be used, or if UEAs do not provide adequate visualization, a policy must be available for recommending alternative imaging.

 

3.7.1.6B        depth settings and view orientation must be the same at all stages for the purpose of side by side comparisons;

 

3.7.1.7B        for treadmill stress, post stress images must be obtained within 60-90 seconds of peak stress. Timer must be started at the time peak exercise is terminated (if images are obtained beyond 90 seconds it must be noted in the report).

 

3.7.1.8B        for pharmacologic echo, images must be obtained within the last 60 seconds of each stage;

 

3.7.1.9B        optimization of digitized images for side by side comparison;

 

3.7.1.10B     appropriate ECG preparation and lead placement to ensure accurate interpretation and digital triggering purposes;

 

3.7.1.11B     utilization of appropriate Doppler technique (including proper alignment) and measurements; and

 

3.7.1.12B     performance of a stress echocardiogram according to the facility specific and appropriate protocol that incorporates all views and imaging planes mandated by the Standards 3.7B.

 

3.7.2B         Elements of study quality include, but are not limited to:

 

3.7.2.1B        definition of endocardium;

 

3.7.2.2B        display of standard, on axis, imaging planes (e.g., avoidance of foreshortening);

 

3.7.2.3B        measurements of left ventricular dimensions (when performed) obtained from standard orthogonal imaging planes;

 

3.7.2.4B        accurate digital triggering (from ECG R wave);

 

3.7.2.5B        appropriate side by side image display;

 

3.7.2.6B        adherence to the facility specific and appropriate protocol; and

 

3.7.2.7B        avoidance of artifacts when using ultrasound enhancing agents.

 

STANDARD – Stress Echocardiography Facility Arrangement

 

3.8B         Stress echocardiograms must be performed in a facility designed to assure patient safety.

 

3.8.1B         Elements of the stress Echocardiography facility arrangement include, but are not limited to (Section 2A: Facility, 2.1A, 2.12A and Section 4A: Facility Safety, 4.1A and 4.1.1A):

 

3.8.1.1B        Proper placement of emergency equipment (crash cart and oxygen) such that they are easily accessible.

 

STANDARD – Stress Echocardiogram Components

 

3.9B         Stress echocardiograms must be comprehensive and include standard components.

 

3.9.1B         Components of the Examination – Separate protocols must be in place that defines the components of each type of stress echocardiograms performed in the facility (i.e., diastolic function, hypertrophic cardiomyopathy, valve and pulmonary hypertension assessment). Prioritization of image acquisition sequence (left ventricular assessment vs. Doppler assessment) should be made based on the primary indication for the test. Indications for the performance of a pharmacologic stress echocardiogram and/or a standard exercise stress echocardiogram must be included.

Comment: Alternate views may be obtained if contrast is used.

 

3.9.1.1B        Treadmill Stress Echo: Images must be obtained at baseline and immediately post exercise. All LV segments need to be visualized and compared side by side (baseline vs. peak exercise). The standard views are parasternal long axis view, parasternal short axis view, apical four-chamber view and apical two-chamber view, or apical long axis, apical four-chamber view, apical two-chamber view and apical short-axis view. Alternative windows may be substituted if standard views are not adequate.

 

3.9.1.2B        Bicycle Stress Echo Protocols: At a minimum, images must be obtained at baseline and immediately post exercise. All LV segments need to be visualized and compared side by side. The standard views are parasternal long axis view, parasternal short axis view, apical four-chamber view and apical two-chamber view or apical long axis, apical four-chamber view, apical two-chamber view and apical short-axis view. Alternative windows may be substituted if standard views are not adequate.

 

3.9.1.3B        Pharmacologic Stress Echo: Images must be obtained at baseline and three other phases. Common protocols include digitizing rest, low-dose, pre-peak and peak, or rest, low-dose, peak and recovery. All LV segments need to be visualized and compared side by side. The standard views are parasternal long axis view, parasternal short axis view, apical four-chamber view and apical two-chamber view, or apical long axis, apical four-chamber view, apical two-chamber view and apical short-axis view. Alternative windows may be substituted if standard views are not adequate.

 

3.9.1.4B        A Doppler stress echocardiogram includes interrogations of flow velocities (from the same site) before, during and/or immediately following stress. Doppler stress Echocardiography may be utilized to document gradient changes that occur with stress, or to evaluate diastolic filling pattern changes that occur with stress.

 

3.9.2B         Patient Preparation – To adequately perform stress echocardiogram studies, appropriate safety guidelines must be in place.

 

3.9.2.1B        All stress echocardiogram procedures must be explained to the patient and/or the guardian of those unable to give informed consent. Consent must be obtained in a manner consistent with the rules and regulations outlined by the hospital or facility.

 

3.9.2.2B        Patients undergoing pharmacologic or ultrasound enhancing agent stress echocardiography must have a functioning intravenous access in place.

 

3.9.2.3B        A fully-equipped cardiac arrest cart (crash cart) as outlined in Section 4A: Facility Safety, 4.2.1A of the Standards with additional medications utilized for reversing the effect of the pharmacologic stress agent(s) must be available at all times.

 

3.9.3B         Patient Monitoring

 

3.9.3.1B        During the image acquisition phase and during the recovery phase of the examination, the vital signs of the patient must be periodically evaluated in accordance with the stress testing protocol.

 

3.9.3.2B        Cardiac monitoring with standard stress testing leads must be utilized.

 

3.9.3.3B        A method to track procedural complications must be maintained.

 

 

Section 3B: Adult Stress Echocardiography Testing
Guidelines

 


3.2B    An alternative protocol should be in place when triggered acquisition/timing malfunctions.

3.6B    Stress Training - It is recommended that sonographers who perform stress echocardiography should have independently performed 1,000 complete transthoracic echocardiograms with a minimum of one-year experience (preferably two years) in the field of echocardiography. Sonographers should perform at least 100 stress echocardiograms annually for maintenance of competency.

            Physicians interpreting stress echocardiograms should follow COCATS level II training requirements. Level III training is recommended for interpretation of advanced stress echo (i.e., stress in valvular heart disease, hypertrophic cardiomyopathy, pulmonary hypertension, etc.).

3.7.1.5B    Allergy kits should be available and easily accessible in all areas where UEAs are in use and expiration dates should be checked on a regular basis in accordance with local institutional or lab policies.

3.9B    Stress Echocardiogram Components - Consideration should be given to moving to a five-view protocol (rather than a four-view protocol) for stress and pharmacologic stress echo studies to include the parasternal long axis view, parasternal short axis view, apical four-chamber view, apical two-chamber view and apical long axis view.

            Labs should also consider adopting a three-stage protocol (for exercise stress studies) or four stage protocol (for pharmacologic stress studies) to incorporate a recovery stage. This would include baseline, impost and recovery imaging on exercise echo studies and baseline, low dose, peak dose and recovery for dobutamine stress tests.