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he diagnosis and management of patients with obscure gastrointestinal (GI) bleeding was challenging
for the gastroenterologist until the development of small
bowel capsule endoscopy and double-balloon enteroscopy (DBE). Both of these techniques have revolutionized
the management of patients with obscure GI bleeding.
Detection of lesions such as small intestinal angioectasia
has become possible with the advent of capsule endoscopy, and therapy of such lesions can be accomplished
with DBE, without the need for intraoperative enteroscopy. The goal of this review is to shed light on the recent
paradigm shift to the use of endoscopy in the diagnosis
and management of patients with obscure GI bleeding.
Obscure GI bleeding, defined as bleeding from the GI
tract that persists or recurs without an obvious etiology
after esophagogastroduodenoscopy (EGD), colonoscopy,
and radiologic evaluation of the small bowel such as
small bowel follow-through or enteroclysis, could be categorized into obscure overt and obscure occult bleeding
based on the presence or absence of clinically evident
bleeding.1,2
Occult GI bleeding is detected by fecal occult blood
testing. There is no recent publication that recommends
or has studied the role of fecal occult blood testing
beyond the clinical context of colorectal cancer screening.
A fecal occult blood test should be performed only in the
appropriate context of colorectal cancer screening. If
the test result is positive and the findings of a recommended colon cancer screening workup are negative, in
the absence of iron deficiency anemia and GI symptoms, no further workup is recommended. If associated (iron deficiency) anemia is present, and if the
clinical presentation satisfies the definition of obscure
GI bleeding, then only it should be worked up as
obscure GI bleeding.
Obscure GI bleeding could be due to lesions that are
overlooked in the esophagus, stomach, and colon during
initial workup or lesions in the small intestine that are
difficult to visualize with conventional endoscopy and
radiologic imaging. Explanations for overlooking a lesion
and missing the diagnosis include lesions that have
stopped bleeding during endoscopic examination, lesions
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This literature review and the recommendations therein were prepared for the AGA Institute Clinical Practice and Economics
Committee. The paper was approved by the Committee on March 12, 2007, and by the AGA Institute Governing Board on May
19, 2007.
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Mid GI bleeding
Younger than 40 years of age
Tumors
Meckels diverticulum
Dieulafoys lesion
Crohns disease
Celiac disease
Older than 40 years of age
Angiectasia
NSAID enteropathy
Celiac disease
Uncommon
Hemobilia
Hemosuccus pancreaticus
Aortoenteric fistula
and enteroscopy. Reference lists from relevant manuscripts were also inspected to identify additional applicable articles missed with the above search strategy. The
following sections describe recent advances in our understanding of the etiology, diagnosis, and management of
obscure GI bleeding since the publication of American
Gastroenterological Association medical position statement entitled Evaluation and Management of Occult
and Obscure Gastrointestinal Bleeding in 2000.1 Studies
published only as abstracts were excluded. For assessment of procedural outcomes, case series were not included. To calculate yearly probabilities, the formula p
1 e(rt) was used, where p represents probability, r
represents rate, and t represents time.
Etiology
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Evaluation
History and Physical Examination
The importance of a thorough history and physical examination cannot be overemphasized in the evaluation of a patient with obscure GI bleeding. The nature
of the exact presenting symptom is important in deciding
a practical, efficient, and cost-effective evaluation plan.
For example, recurrent hematemesis from an unknown
source usually signifies a bleeding lesion above the ligament of Treitz, and lower GI evaluations are generally not
warranted in such a scenario. Severity and temporal pattern of the associated anemia should have a significant
impact on subsequent management decisions. For example, in a patient with mild anemia and a very slow decrease in hematocrit who has multiple severe comorbidities, a conservative workup may be prudent, although
little information is available on the safety and efficacy of
such a strategy. Also, the degree of severity of anemia has
a bearing on planning endoscopic evaluation in terms of
potential complications related to sedation.
Although abdominal symptoms may sometimes help
in targeting focused evaluation, conclusions from few
available studies are too divergent to recommend targeted evaluation based on abdominal symptoms.1 A thorough history of consumption of prescription and overthe-counter medications is very important to exclude
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Investigations
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Diagnostic yield
(%)
Yearly recurrence
(%)a
Mortality
(%)
12
44
16
14
25
70
47
81
83
70
88
58
81
74
72
84
30
60
12.5
43
38
48
N/A
N/A
17
11
0
0
4
6
2
0
aCalculated
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Diagnostic
yield (%)
Examinations with
angiectasias (%)
Endoscopic
therapy (%)
Bleeding cessation
per year/patients
with angiectasias
(%)a
20 overt, 19 occult
55 overt
21 overt
11 overt, 7 occult
37 overt, 46 occult
41 overt
75 overt, 20 occult
23 overt, 21 occult
110 overt, 123 occult
50 occult, 28 overt
21 overt, 5 occult
49 overt, 56 occult
21 overt
32 overt
50 overt
28 overt, 32 occult
36 overt, 57 occult
66 overt, 53 occult
20 occult
26 overt, 16 occult
34 overt, 17 occult
44 overt, 19 occult
15 (38)
35 (64)
9 (43)
6 (33)
49 (59)
32 (78)
39 (41)
23 (52)
125 (53)
43 (78)
9 (43)
49 (47)
6 (30)
9 (32)
16 (32)
3 (3)
51 (40)
50 (42)
5 (25)
8 (19)
15 (29)
35 (56)
31
4
38
11
40
49
46
65
63
26
4.7
37
30
22
20
7
35
66
10
9.5
N/A
30
92
N/A
12.5
100
42
N/A
61
73
N/A
100
N/A
44
100
14
N/A
N/A
100
76
100
50
N/A
100
44
N/A
N/A
N/A
38
27
60
40
N/A
70
N/A
70
N/A
N/A
N/A
N/A
85
76
60
N/A
N/A
N/A
derestimated the number of small bowel polyps in persons with familial adenomatous polyposis compared
with push enteroscopy.111 Therefore, negative findings on
a capsule endoscopic examination do not exclude pathology in the small intestine. Because lesions limited to 3 4
frames may be easily missed, it is important to review the
capsule endoscopy at a slower frame rate to detect subtle
lesions.112
Published experience has shown that capsule endoscopy identifies causes of blood loss in the small bowel
twice as often as push enteroscopy. There have been 10
published studies comparing capsule endoscopy with
Capsule endoscopy
positive (%)
21 overt
32 overt
50 overt
28 overt, 32 occult
33 overt
20 occult
26 overt, 16 occult
32 overt
34 overt, 17 occult
37 overt, 19 occult
397
6 (30)
9 (28)
16 (32)
3 (3)
7 (21)
5 (25)
8 (19)
9 (25)
15 (29)
15 (38)
93 (23)
11 (55)
21 (66)
38 (76)
21 (35)
25 (76)
14 (70)
31 (74)
21 (66)
30 (59)
38 (68)
250 (63)
Additional capsule
yield (%)
25
38
44
32
55
45
55
41
30
30
39.5
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push enteroscopy in the evaluation of patients with obscure GI bleeding.52,94 96,99,100,113,114,184,185 All 10 studies
were prospective, and 7 were blinded. Together, these
reports show a 63% (250/297) yield for capsule endoscopy
and a 23% (93/397) yield for push enteroscopy. A pooled
analysis of raw data from manufacturer-sponsored trials
showed that capsule endoscopy has a significantly increased capability to detect pathology as compared with
push enteroscopy, small bowel series, and colonoscopy
with ileal intubation.117 Capsule endoscopy identified
pathology in approximately 70% of the examinations in
the pooled data analysis of 530 capsule examinations.
This was double the yield of other methods. Approximately 90% of 1349 pathologies were not identified by
any other method other than capsule endoscopy. A metaanalysis of both published trials and abstracts also attests
to this increased yield.51 A total of 14 studies comparing
capsule endoscopy with push enteroscopy were reviewed,
with a combined yield of 63% for capsule endoscopy and
28% for push enteroscopy.
The validity of the findings made by capsule endoscopy
was confirmed by a prospective study comparing capsule
endoscopy with what has been considered the gold standard in small bowel visualization, intraoperative endoscopy, in 47 patients.75 The overall yield for capsule endoscopy was 74%, and the overall yield for both
procedures was 76.6%. Bleeding sites were identified by
both techniques in 36, by capsule only in 2, and by
intraoperative enteroscopy only in 1. The findings of
both examinations were negative in 11. The calculated
sensitivity for capsule endoscopy was 95%, specificity was
75%, and positive and negative predictive values were 95%
and 86%, respectively.
Long-term follow-up studies have allowed calculation
of sensitivity and specificity for capsule endoscopy by
obtaining a final diagnosis during the follow-up period.
Pennazio et al reported a 1-year follow-up of 100 patients
with obscure bleeding.101 Sensitivity, specificity, and positive and negative predictive values of capsule endoscopy
were 89%, 95%, 97%, and 83%, respectively, in the 56 patients
in whom a definite confirmed diagnosis was obtained. Delvaux et al reported 1-year follow-up experience in 44 patients.118 The positive predictive value of capsule endoscopy
was 94.4% in those with findings at capsule endoscopy,
and the negative predictive value was 100% in patients
with normal findings on capsule examination.
In addition to the ability of capsule endoscopy to make
more diagnoses with accuracy, its therapeutic impact has
begun to be measured. Kraus et al reported that in 33% of
cases, findings on capsule examination guided additional
diagnostic and therapeutic steps.119 Ben Soussan et al
reported that in 37% of examinations, new steps in management were undertaken, including endoscopic management in 10, surgery in 2, and medical therapy in 1.120
Mylonaki et al reported that capsule endoscopy led to an
alteration of therapy in 66% of patients with positive
findings.96 Pennazio et al reported that in 20 of 23 patients in who capsule endoscopy was performed for ongoing-overt bleeding, directed treatments led to resolution of bleeding in 87%.101 Overall, follow-up data on 91
patients during a mean follow-up period of 18 months
showed that subsequent management dictated by capsule
endoscopy led to the resolution of bleeding in 59 (65%).
There is a lack of other published data concerning outcomes following capsule endoscopy and subsequent interventions. There are no published data to date on the
rate of continued bleeding or further testing initiated. In
addition, the recurrence of angiectasias after endoscopic
therapy is currently unknown.
Investigators have looked at patient selection for capsule endoscopy to determine if this influences the yield of
the examination. Bresci et al reported a greater yield for
capsule endoscopy (91% vs 34%) if capsule endoscopy
were performed within 2 weeks of a bleeding episode.121
May et al reported that patient selection for capsule
endoscopy also affected yields.122 Patients who had been
enrolled in a study of capsule endoscopy in which inclusion criteria included a decrease in hemoglobin level less
than 10 g, anemia, or bleeding persisting for more than 6
months and the occurrence of more than 1 bleeding
episode were more likely to have a source of bleeding
identified. None of the patients who had a minimum
hemoglobin value 10 g/dL had a positive capsule
result.122
Provocation of bleeding using anticoagulation may
increase the detection of lesions during capsule endoscopy, as reported in 2 cases recently.123
Despite extensive literature concerning the effectiveness of this technology, most overlook the importance
and intensity of examining the obtained images.124 Typical examinations obtain images over 8 hours. Because
images are obtained at a rate of 2 images per second, a
total of 57,600 images are produced. The computer workstation allows images to be viewed singly or as a video
stream. Although obtained at 2 images/second, images
may be reviewed up to 40 images/second. Because an
abnormality may be present on only one image, most
physicians familiar with the system believe that lesions
could easily be missed at the faster rates. A single image
is only on the monitor for less than 2/100th of a second
when viewing at 40 images/second. A consensus conference of users in 2002 agreed that 15 frames/second is the
fastest acceptable rate of review. At this rate, 57,600
images can be seen in 64 minutes. This only takes into
account running the images as a video without stopping
to examine individual images. Lewis and Swain reported
the viewing times of 20 examinations performed using
the Given system (Given Imaging Ltd). They averaged 56
minutes to review only the small bowel images, with a
range of 34 94 minutes.94 Ell et al also reported taking
an average of 50 minutes in examining the small bowel
data of 32 patients.95 The range was from 30 to 120
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Diagnostic
yield (%)
Diagnostic or
treatment
success (%)
66/178 (37)
76
61
86
N/A
90/248 (36)
64/147 (44)
33/89 (37)
13/22 (59)
130/237 (55)
80
72
80
46
43
76
62
42
N/A
60
45
16
44
14
0
N/A
N/A
N/A
N/A
N/A
35/35 (100)
168/275 (61)
60
73
77
55
20
42
20
N/A
32/40 (80)
48
75
N/A
29/70 (41)
67
57
30
32/28 (100)
41
43
62.5
74
65
74
64
29
29
31/31 (100)
723 patients, 1400
examinations
Total DBE
(%)b
Rebleed rate
(%)
91
Complications
Perforation, 1
(0.6)
None
None
None
None
Perforation, 1
(0.4)
None
Pancreatitis,
3 (1)
Perforation, 1
(2.5)
Polypectomy
bleed, 1
(1.4)
Perforation, 1
(3.6)
None
Perforation, 4
(0.3)
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No specific preparation is required for the oral approach, while bowel cleansing is required for the anal
approach. Although many centers have performed the
procedure using general anesthesia, the procedure can be
safely performed under conscious sedation. DBE via the
anal approach can be challenging due to bowing of
the floppy enteroscope and difficulty in maintaining the
enteroscope proximal to the ileocecal valve for successful
ileal intubation. In addition, poor colon preparation limits advancement through the colon, and adhesions from
previous surgery or radiation may limit endoscope insertion. The failure rate of the anal approach and retrograde
ileal intubation varies from 5% to 30%.145 The learning
curve for retrograde DBE examinations appears to be
steep but has not been quantified. Successful reduction
of colonic loops starting early during the procedure and
continuing until entrance into the ileocecal valve and
keeping a relatively straight position of the endoscope
may improve the ileal intubation rate. Introduction of a
stiffer double-balloon therapeutic enteroscope did not
improve ileal intubation rates. Recently, a balloon-assisted technique has been proposed as an aid for ileal
intubation.153
DBE is safe. There are no deaths reported to date, and
the morbidity is low. Intestinal perforation occurred in 4
of 1378 procedures (0.3%): one patient with intestinal
lymphoma undergoing chemotherapy,142 another patient
with a recent laparotomy who sustained a peristomal
perforation,141 a third patient after cautery of an angiectasia,148 and a fourth patient with a duodenal perforation.150 Mild pancreatitis possibly due to duodenal hypertension from double-balloon inflation was reported in
3 patients.147,154 Prolonged ileus lasting for 4 days was
reported in a patient after DBE.155
Training in the use of DBE can be accomplished by
observation of live cases followed by hands-on training
using porcine specimens on the Erlangen Endo-Trainer.
The European experience of DBE hands-on training of 97
participants in 13 workshops using the Erlangen EndoTrainer is encouraging.156 The evaluation of the depth of
measurement method during the workshops using the
100-cm and 200-cm insertion points showed that the
estimation of the insertion depths was accurate, with a
mean deviation of 10%. Such a training program might
be useful in providing training to US gastroenterologists.
Fluoroscopy is useful during the early training period to
guide endoscope passage, confirm final endoscope tip
position, and monitor and reduce any looping of the
enteroscope that may occur during the procedure. After
the first 10 cases of DBE, both the procedural time
(109 44.6 minutes initially and 92.4 37.6 minutes
after 10 cases; P .005) and the use of fluoroscopy
decreases significantly.141 Although there is no significant
change in the anal DBE procedure time, the antegrade
examination time decreases significantly after the first 7
cases (P .003).
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parative studies are warranted for the 2 diagnostic modalities in patients with obscure bleeding.
In summary, DBE appears to have superior diagnostic
capability compared with push enteroscopy and equivalent yield compared with intraoperative enteroscopy
without the associated morbidity of the latter procedure.
While DBE does not allow visualization of the entire
small bowel in one examination compared with capsule
endoscopy, it has been shown to be associated with an
equivalent detection rate, has the capability to detect
lesions missed by capsule endoscopy, and offers the advantages of therapeutic treatment. With the advent of
DBE, intraoperative enteroscopy can be relegated to the
archives of diagnostic procedures along with Sonde enteroscopy, except for cases where the success of DBE is
limited by the presence of adhesions or other anatomic
factors.
A single-balloon enteroscopy is currently undergoing
evaluation and will be released into the market soon.
Cost
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The current medical literature lacks sufficient information concerning the costs associated with diagnosing obscure GI bleeding. The most comprehensive review
of the economic literature for the period from 1985 to
1995 has limited information of value in understanding
the costs and was not limited to obscure bleeding.157
There are various issues that contribute to the medical
costs incurred in these patients. It may take considerable
time to diagnose a patient with obscure bleeding. The
median time to diagnose patients with obscure bleeding
has been estimated as 2 years, with a range from 1 month
to 8 years. In addition to this extended time to diagnosis,
patients undergo numerous diagnostic tests and evaluations before a bleeding source is identified. Foutch et al
reported that 39 patients undergoing push enteroscopy
for unidentified obscure bleeding had a total of 277
diagnostic tests performed before study entry.84 This was
an average of 7.3 tests per patient. In this study, 49% of
the patients continued to have an unknown bleeding
source after push enteroscopy. The difficulties in locating
the bleeding site with currently available diagnostic tools
often result in the need for repeat testing, thus increasing
the economic burden of obscure bleeding. In addition,
patients with obscure bleeding may require blood transfusions and repeated hospitalizations. Flickinger et al
reported 14 patients with obscure bleeding who had an
average of 5 hospital admissions and an average of 46
units of blood transfused before undergoing intraoperative enteroscopy.158
In an attempt to calculate the cost of obscure GI
bleeding, Goldfarb et al reported costs incurred in 21
patients with obscure bleeding.159 The mean length of
time from first recognition of bleeding to study entry was
2.7 years. One patient who had gone 12 years since first
bleed was excluded in this calculation. Because actual
Management
The American Gastroenterological Association
medical position statement concerning the evaluation
and management of obscure GI bleeding was published
in January 2000, before the initial studies utilizing capsule endoscopy and DBE.1 The position statement proposes progressive testing with bleeding scans and angiography for those patients with active bleeding, as well as
repeat endoscopy, enteroscopy, enteroclysis, or small
bowel series for those not actively bleeding. With continued blood loss, intraoperative enteroscopy is suggested.
This guideline is similar to the management of the 21
patients reported by Goldfarb et al.159 The costs of this
type of management were at least $33,630 per patient
without a diagnosis made. This paradigm of progressive
testing has become obsolete with the availability of capsule endoscopy and DBE during the past 5 years.
The extent of the evaluation of the patient with obscure bleeding is dependent on 2 major factors: the extent
of the bleeding and the age of the patient. Patients with
occult blood in their stool but no associated anemia most
likely do not require evaluation beyond colonoscopy unless upper tract symptoms are present. Certainly advanced testing beyond colonoscopy and upper endoscopy
is not warranted in this group. Patients with an ongoing
transfusion requirement need a full evaluation. The most
common cause of obscure bleeding in this group is angiectasias, accounting for up to 80% of causes. These
patients are typically older than 60 years. Small bowel
tumors are the most common cause of obscure bleeding
in patients younger than 50 years. Young patients should
be handled differently than older patients. Management
decisions in the older group are often quite difficult
because the natural history of angiectasias is still not
known. It is estimated that less than 10% of all patients
with angiectasias will eventually bleed. Once lesions have
bled, their tendency to rebleed is also not known. Although physicians are anxious to treat these lesions, it
may be that as many as 50% will not rebleed.
In the patient presenting with obscure GI bleeding
with either positive fecal occult blood testing and associated anemia or overt bleeding with melena or maroon
blood per rectum, colonoscopy and upper endoscopy
should be performed. Barium studies can be considered
but should not replace endoscopic examinations. In the
face of continued bleeding and initially negative findings
on colonoscopy and upper endoscopy, repeated endo-
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OBSCURE GASTROINTESTINAL
BLEEDING
Occult
Overt
Second-look
Endoscopy
massive bleeding
Negative
Capsule Endoscopy
Negative
Further work-up needed?
SPECIFIC MANAGEMENT
Yes
No
Observation
Medical treatment
Recurrence
Yes
Angiography
Positive
Negative
Medical treatment
PE or DBE + cauterization
Angiography + embolization
Laparoscopy / IOE
Positive
No
No further
work-up
Follow-up
SPECIFIC
MANAGEMENT
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Medical Management
The initial medical management of patients with
overt brisk GI hemorrhage of an obscure source is similar
to that of acute GI hemorrhage. Resuscitation takes priority over diagnostic workup, and many of these patients
require inpatient management, including blood transfusion. Decisions regarding blood transfusion should be
based on the patients clinical status, assessment of volume depletion, rate of bleeding, age, and other comorbid
conditions. If the patient is on anticoagulation or platelet
inhibitors, then consideration should be given on an
individualized basis for withholding these drugs or even
reversing their adverse effect on hemostasis.
Most patients with slow or intermittent obscure or
occult GI bleeding will have coexistent iron deficiency
anemia, which requires active management.164 The aim of
the treatment should be to restore hemoglobin levels and
mean corpuscular volume to normal and also replenish
body stores. Laboratory measurements of body iron
stores such as serum ferritin are helpful to assess the
effectiveness of iron supplementation. This is achieved
most easily with oral iron supplementation. Numerous
oral iron preparations are available, although ferrous
sulfate and ferrous gluconate are preferred forms of oral
iron because of low cost and high bioavailability. A liquid
preparation often is tolerated better. Ascorbic acid enhances iron absorption. Parenteral iron should only be
used when there is intolerance to at least 2 oral iron
preparations or noncompliance or when there is an element of iron malabsorption.165 Iron dextran was the only
formulation approved for use in the United States until
recently, when iron gluconate and iron sucrose were approved. The total required dose of iron can be administered as a single infusion using iron dextran; however,
serious allergic reaction, including anaphylaxis, can occur
in up to 10% of patients. With the other 2 iron salts for
parenteral administration, anaphylaxis is less of a concern, but it usually takes multiple administrations to
supplement the total dose.
Some patients with obscure GI bleeding are managed
clinically with intermittent blood transfusions along
with other nonspecific supportive measures such as
avoidance of aspirin and anticoagulants as well as oral
iron supplementation. These patients often do not have
a definite diagnosis despite extensive workup, have diffuse GI angiectasias often in inaccessible locations, have
failed endoscopic or surgical or other specific therapies,
or are elderly with many comorbid conditions in whom
the risk of further diagnostic evaluation is considered to
be greater than the risk of nonspecific management.
Although older reports suggest that nonspecific measures are often sufficient to maintain status quo,166,167
there is very little recent published information on the
natural history and long-term prognosis of these patients.
Pharmacologic Therapy
Pharmacotherapy should be considered whenever endoscopic therapy, surgical intervention, or an-
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Angiographic Therapy
Angiographic therapy is usually reserved for
acutely bleeding lesions detected during diagnostic angiography. The minimal bleeding rate for angiographic
detection is approximately 0.5 mL/min. Angiography,
however, becomes optimally sensitive when the bleeding
rate is at least 1.0 mL/min, which is equivalent to 3 units
of blood loss per day. Selective intra-arterial vasopressin
therapy had been considered to be the standard therapy,
but superselective embolotherapy with microcoils alone
or with gelatin sponge pledglets or polyvinyl alcohol
embolospheres is becoming increasingly popular.181 The
major advantages of successful embolotherapy are immediate bleeding cessation, which permits angiography
catheter removal and avoids the risk of prolonged cath-
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GOTTUMUKKALA S. RAJU
Department of Medicine
University of Texas Medical Branch, Galveston
Galveston, Texas
LAUREN GERSON
Department of Medicine
Stanford University
Stanford, California
ANANYA DAS
Department of Medicine
Mayo Clinic, Scottsdale
Scottsdale, Arizona
BLAIR LEWIS
Department of Medicine
Mount Sinai School of Medicine
New York, New York
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Address requests for reprints to: Chair, Clinical Practice and Economics Committee, AGA Institute National Ofce, c/o Membership
Department, 4930 Del Ray Avenue, Bethesda, Maryland 20814. Fax:
(301) 654-5920.
The Clinical Practice and Economics Committee acknowledges the following individuals whose critiques of this review
paper provided valuable guidance to the authors: Don C. Rockey,
MD, John A. Schaffner, MD, Joseph Sellin, MD, and Virender K.
Sharma, MD.
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November 2007