How Is an ERCP Procedure Done Step by Step?

An Endoscopic Retrograde Cholangiopancreatography (ERCP) combines a flexible, lighted camera (endoscopy) with real-time X-ray imaging (fluoroscopy) to examine and treat issues within the bile and pancreatic ducts. These ducts are the drainage routes for the liver, gallbladder, and pancreas, merging before emptying into the small intestine. The primary function of ERCP is to diagnose blockages, stones, strictures, or tumors in these duct systems and provide treatment during the same session. ERCP serves as a minimally invasive alternative to traditional surgery for many conditions affecting the biliary and pancreatic systems.

Preparing for the ERCP

Preparation for an ERCP focuses on ensuring the upper digestive tract is empty and managing medications that could interfere with the procedure’s safety. Patients are typically required to stop eating and drinking for at least six to eight hours before the scheduled time. This fasting period reduces the risk of aspirating stomach contents during sedation and ensures the stomach and duodenum are clear for unobstructed access and visualization.

Adjustments to a patient’s regular medications are often necessary, particularly for blood thinners and diabetes medications. Blood thinners, such as anticoagulants and antiplatelet drugs, usually need to be paused for a specified number of days beforehand to minimize the risk of bleeding, especially if a therapeutic step like stone removal is planned. Patients with diabetes need specific instructions regarding insulin and oral medications to manage blood sugar safely during the fasting period.

Before the procedure begins, the patient must sign an informed consent document after a thorough discussion of the procedure, its purpose, and its potential risks. Patients are also instructed to arrange for a responsible adult to drive them home, as the effects of sedation impair judgment and coordination for up to 24 hours.

Step-by-Step Execution of the Procedure

The ERCP procedure begins with the administration of sedation or, in some complex cases, general anesthesia, to ensure the patient’s comfort and stillness throughout the examination. A healthcare professional will place an intravenous line to deliver the sedative medication, and sometimes a topical anesthetic spray is used to numb the throat. The patient is typically positioned on their abdomen or left side on an X-ray table, which is necessary for fluoroscopy.

Endoscope Insertion and Navigation

Once the patient is adequately sedated, the gastroenterologist gently inserts the flexible endoscope through the mouth, past the esophagus, and into the stomach. The endoscope is then carefully advanced into the duodenum, the first section of the small intestine. The scope is equipped with a camera and a light source, allowing the physician to navigate the upper gastrointestinal tract and view the internal lining on a monitor.

The physician’s immediate goal is to locate the ampulla of Vater, the small opening where the bile duct and the pancreatic duct merge and empty into the duodenum. A thin, flexible tube called a catheter is threaded through a working channel in the endoscope and guided into the ampulla. Contrast dye is then injected backward, or “retrograde,” through this catheter into the bile or pancreatic ducts.

Visualization and Diagnosis

As the contrast dye fills the ducts, the fluoroscope captures real-time images projected onto a screen. This combined technology, known as cholangiopancreatography, allows the physician to visualize the internal structure of the ducts, identifying any areas of narrowing (strictures), blockages, or stones.

Therapeutic Interventions

If a problem is identified, the procedure shifts from diagnostic to therapeutic, with the physician passing specialized tools through the endoscope’s channel. For instance, a small cut, known as a sphincterotomy, may be made in the ampulla muscle to widen the opening and allow better access or drainage.

Gallstones can be removed using a small basket or balloon passed through the scope, or they may be fragmented into smaller pieces. In cases of strictures or blockages, a small plastic or metal tube called a stent may be placed across the narrowed segment to hold the duct open and restore normal fluid drainage. Biopsies, or small tissue samples, can also be collected from suspicious areas. Once all necessary diagnostic and therapeutic steps are complete, the endoscope is carefully withdrawn.

Immediate Recovery and Discharge

Following the successful completion of the ERCP, the patient is moved to a recovery area where nursing staff closely monitor their vital signs, including heart rate, blood pressure, and oxygen saturation. This monitoring ensures the patient recovers safely from the sedation and checks for any immediate adverse reactions. The patient will gradually wake up as the effects of the sedative medication begin to wear off.

A temporary sore throat is a common after-effect, resulting from the endoscope passing through the upper digestive tract, and this typically resolves within one or two days. Patients may also experience bloating or gas due to the air introduced during the procedure. Moving around or using a heating pad can sometimes help relieve this temporary abdominal discomfort.

The medical team will allow the patient to have small sips of water and progress to a light meal once they are fully awake and their gag reflex has returned. Before being discharged, the patient is provided with detailed instructions for home care, including when to resume regular medications and diet. A responsible adult must accompany the patient home and remain with them for the next 24 hours.

Due to the lingering effects of sedation, patients are advised not to drive, operate machinery, drink alcohol, or make any important decisions for the first 24 hours after the procedure. This restriction is in place even if the patient feels fully alert, as judgment and reflexes remain impaired.

Understanding Associated Complications

While ERCP is an invasive procedure that carries a risk of complications, the most frequently reported serious adverse event is post-ERCP pancreatitis (PEP), which involves inflammation of the pancreas. PEP occurs in approximately 5% to 10% of procedures, though the majority of these cases are mild.

Bleeding is another concern, especially if a sphincterotomy was performed. Post-sphincterotomy bleeding rates range from 0.3% to 2% of cases, though delayed bleeding can occur up to two weeks after the procedure. The risk of bleeding is higher in patients who have pre-existing clotting disorders or who are taking blood-thinning medications.

Infection, such as cholangitis (infection of the bile ducts), can occur, particularly if the biliary system was obstructed and could not be fully drained. Prophylactic antibiotics may be given to reduce this risk. A more severe, though far less common, complication is perforation, which is a tear or hole in the wall of the duodenum or the ducts.

The occurrence of complications depends on various factors, including the patient’s underlying health and the complexity of the procedure performed. Patients are advised to seek immediate medical attention if they experience severe abdominal pain, fever, chills, or persistent vomiting after returning home.