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[ The following is excerpted, with permission, from the Manual for Stress Echo by Larry DeBord. ]
Chapter 6
Literature Review [omitted here] Historical Perspective [omitted here] Peak Vs. Post (Bike vs treadmill) - Which Provides Greater Stress? Work Load & Hemodynamic Differences - Heart Rate, Blood Pressure & Rate-Pressure Product
Bike vs. Treadmill The most frequently expressed concern about the choice of bicycle exercise versus treadmill is the workload potential. It is common knowledge that treadmill exercise results in a higher heart rate than supine bike and, on the basis of this, it is commonly believed that the cardiac workload is greater on treadmill and is therefore more likely to elicit ischemia and wall motion abnormalities [Epstein 1969; Neiderberger 1974; Bruce 1974; Sawada 1989]. How is work measured? The best way is rather inconvenient: the subject is placed in a sealed container and his heat production is measured. Dismissing that technique, we can assess work indirectly by measuring oxygen consumption. While this is done on an experimental basis, it is not a suitable technique for routine clinical exams. We are then left with a number of hemodynamic responses to measure for use in estimating work:
We will review some of the studies that monitored these parameters during different types of exercise and in different postures. Work Load and Hemodynamic Differences Several investigators have documented that the rate-pressure product ("double product) at the onset of angina is remarkably constant in a given patient independent of the duration, intensity, or type of exercise performed [Robinson 1967]. In the clinical setting, this is perhaps our best indicator of workload. In our own evaluation [Hecht, DeBord, Sotomayor 1993], 71 patients underwent both maximal symptom-limited supine bike exercise and upright treadmill exercise (Bruce protocol). Each patient was tested with both methods within one week. Forty-six had coronary arteriography. The results are presented below. Exercise Hemodynamics of Supine Bike & Treadmill [Hecht, DeBord, Sotomayor 1993]
These results are consistent with the well known fact that supine bike exercise is generally associated with significantly lower maximal heart rates. But the supine systolic and diastolic blood pressures are significantly higher than those obtained during treadmill exercise, resulting in insignificantly different rate-pressure products. Normal vs. Cardiac Patient Response to Different Exercise Modalities Epstein and associates [1969] compared supine bike, upright bike and treadmill exercise, recording HR, arterial pressure, pulmonary pressure, stroke volume, cardiac output, VO2 and total peripheral resistance. They made the interesting observation that exercising normal subjects performed physiologically quite differently than CAD patients. Table 6-3.
UpBk = upright bike SuBk = supine bike TRDML = treadmill The authors observed: "It would appear that bicycle exercise is inherently more stressful than walking on a treadmill since the heart rate was significantly higher during upright bicycle exercise than during a comparable intensity of treadmill exercise. . . . These results demonstrated not only that the circulatory responses to supine bicycle exercise are quite different from the responses to upright treadmill exercise in both normal subjects and [CAD] patients with impaired cardiac function but that the differences that occur in the two groups are quite dissimilar." They concluded: "Upright bicycle exercise, when compared to treadmill exercise, evokes a greater circulatory response, as manifested by a higher heart rate and arterial pressure. In addition, bicycle exercise performed in the supine position in patients with impaired cardiac function imposes a greater circulatory stress than bicycle exercise performed in the upright position, again as manifested by the faster heart rate and higher systemic arterial pressure." They also concluded that "hemodynamic stress including rate-pressure product and systolic blood pressure is slightly greater at any given sub-maximal whole body oxygen consumption for bicycle than for treadmill stress. Maximum myocardial oxygen consumption is slightly (10%) greater with the treadmill." [Also see: Fortuin 1977; Hermansen 1970; Niederberger 1974; McGregor 1961; Reeves 1961; Damato 1966.] Limacher [1983] recognized that heart rates achieved by normal and CAD patients were higher on the treadmill than on supine bike. The blood pressure response of the normals was higher on supine bike, but blood pressures of CAD patients were statistically similar. Attempting to assess the cardiac workload produced by treadmill ("maximal symptom-limited exercise using a standard Bruce or multistage branching protocol") and supine bike ("to maximal effort"), observed significantly higher heart rates on the treadmill. The peak systolic blood pressure during supine bike exercise was higher than that during treadmill in the normal group but was statistically similar in the CAD patients. But the authors chose not to report the double product which would more accurately represent cardiac workload. Table 6-4.
This should caution us in making conclusions about hemodynamic responses to different exercise protocols in the absence of information about the patient population studied. Left Ventricular and Hemodynamic Response to Posture The effects of exercise on left ventricular function have been investigated extensively. Posture adds a variable to the effects of exercise and it may be of value to very briefly review some findings. Changes in posture at rest are associated with significant changes in LV filling and stroke volume. It is generally accepted: • transition from supine to upright results in decreased end-diastolic pressure, volume and stroke volume • end systolic volume is smaller during exercise than at rest • stroke volume increases markedly from rest to exercise • during exercise, stroke volume is slightly greater in the supine There are conflicting reports on the effects of posture. Thadani [1977] reported marked hemodynamic differences in CAD patients in supine versus upright positions during rest and exercise, but Freeman [1981] reported that the two positions during exercise have similar diagnostic content. Porter, et al. [1981] compared treadmill exercise with supine bike exercise, obtaining the following results: Table 6-5.
These authors concluded that supine bike has: • significantly lower predicted maximal MET capacity. • significantly lower maximal HR • significantly higher systolic BP • similar maximal myocardial oxygen demand (rate-pressure product). Therefore, good myocardial stress can be obtained for functional evaluation if maximal test protocol is used. I agree that supine bike exercise demands that the clinicians be vigilant in pushing the patient to his peak level of endurance Poliner [1980], using radionuclide methods, compared LV responses to upright and supine positions. He reported the following: Table 6-6. LV Responses to Upright and Supine Positions [Poliner 1980]
What is the physiologic basis for increased cardiac workload in the supine position? As mentioned earlier, the supine position causes greater end-diastolic volumes, both at rest and at exercise (increased preload and afterload). Considering the Law of Laplace, this ventricular dilatation causes an increased wall tension to maintain a given pressure. Wall tension is directly related to myocardial oxygen consumption which is an expression of workload. Additionally, the increased venous return resulting from the supine position increases preload even more and the increased systemic pressure further increases afterload, all contributing to increased wall stresses. It has been suggested by some that this increased LV pressure may increase diastolic coronary vascular resistance, thus reducing perfusion and increasing ischemia. The Patient’s Perception of Workload When our (experienced) patients were asked to compare the workloads of the two methods of exercise, 97% of them considered supine bike exercise to be "harder work" than treadmill exercise. (I suspect that the only patients who did not think so were the ones who spoke no English and did not understand the question.) Is "Workload" Important? In the testing for coronary artery disease, workload (within limits) may be of only academic interest. Very often the ischemia-provoked wall motion abnormality is evident within only one or two minutes of exercise at a very low workload when the patient’s heart rate is far from the 85% PMHR. We recently performed a stress echo on a patient that exhibited no symptoms, before during or following stress test. He did not have any ECG changes. And yet the mid septum through the entire apex became akinetic at 1-1/4 minutes of exercise. He continued to pedal for several more minutes. The SWMA resolved within seconds of termination of exercise. It did not require maximum exercise or maximum HR. It did not require greater myocardial stress. More exercise on the treadmill would not have made the SWMA more obvious. It did not stay around for five minutes. The patient was later documented to have significant LAD disease. Fortuin [1977] observed early wall failures: "myocardial ischemia occurring at a low heart rate or rate-pressure product indicates marginal reserve of the diseased coronary circulation to supply increased myocardial blood flow." Presti [1988] also observed that those patients who had wall motion abnormalities that failed to persist into the IMPOST period, showed insignificant difference in heart rate and exercise duration compared to those patients with persistent, long-lasting wall motion abnormalities. It would appear that neither sensitivity nor specificity were significantly affected by degree of effort. Mahony [1990] presented a case history that is consistent with our observations. His patient developed hypokinesis and akinesis of the septum and apex during the first minute of exercise. The test was discontinued after 3 min. of exercise because of marked regional wall motion abnormalities. The angiogram revealed a 90% obstruction of the LAD. In a second case he described a patient that developed extensive wall motion abnormalities in early exercise. Aboul-Enein et al. [1991] studied 101 postangioplasty patients with post-treadmill imaging to determine whether the accuracy of exercise echo is affected by the degree of effort during exercise. Degree of effort was based on: • percentage of maximum predicted heart rate for age • duration of exercise • double product Comparing the three exercise variables, the authors reported the following comparisons: • true positives vs. false negatives - no significant difference in exercise effort. • true negatives vs. false positives - no significant difference in exercise effort. Their results demonstrate that higher degrees of effort do not result in improved sensitivity of exercise echocardiography. The clinical implication is important beyond the protocol choice of PEAK imaging with bike vs. IMPOST treadmill imaging. Patients who are unable to exercise to a high level (such as post-angioplasty, post-CABG, post-MI patients) may still find stress echo a very useful and accurate exam to identify the presence of restenosis or new CAD. As mentioned elsewhere, these compromised patients, in our experience, are better able to exercise with supine bike than with treadmill. Ryan [1993], working with upright bicycle recorded instances consistent with our observations. "Sensitivity was similar whether or not patients reached their target heart rate." We found similar sensitivities for detection of CAD in patients achieving > 85% versus <85% of predicted maximum heart rate [Hecht, JACC 1993]. Summary of Work Load Issue Has the literature convinced you that the treadmill is more effective in provoking wall motion abnormalities due to its work load superiority? Or do you see it as a very complex issue that favors supine bike at least as much as treadmill? For most patients, for the practical purpose of inducing wall motion abnormalities in the stress echo exam, supine bicycle exercise provides a physiologic stress that appears to be equal in most respects to treadmill exercise and superior in other ways. Supine bike is associated with a lower maximal heart rate than is treadmill exercise, but has higher systolic and diastolic blood pressures. The result is a rate-pressure product equal to treadmill and therefore, equal oxygen consumption by most standards. But as has been adequately demonstrated, even at low work loads imaging during peak exercise demonstrates excellent sensitivity as confirmed by angiography.
"Sensitivity was similar whether or not patients reached their target heart rate." - Ryan [1993] ECG Responses to Posture Currie [1983] studied ST-depression in 43 patients with stress echo. None had prior infarct, but all had exercised-induced ST-depression. Each was exercised with supine bike and with upright bike. He reported the following: • workload - patients achieved higher workload on upright bike. • chest pain - similar numbers of patients had chest pain in the supine and upright positions. Twenty-eight patients had chest pain in both positions. At the onset of chest pain in these patients, the workload level was significantly lower in the supine posture. • all 43 patients had positive ECGs in the supine position. Only 28 were positive in the upright position. This corresponds to a sensitivity of 75% for supine electrocardiography and only 49% sensitivity for upright electrocardiography. • ST-depression was significantly greater in the supine position. With supine exercise, ST-depression was always maximal during rather than after exercise. Of those patients that suffered ST-depression in the upright posture, 89% had either more leads positive or had increased ST-depression in the supine position. • at identical workloads there was significantly greater accentuation of ST-segment depression in the supine position. • the degree of ST-segment depression was significantly greater at a given heart rate in the supine posture. This study suggests that the supine position increases the chance of inducing myocardial ischemia. How Long Do Wall Motion Abnormalities Persist? All post-treadmill papers stress the paramount importance of haste. It is conventionally agreed that the data should be collected within one minute of termination of exercise [Crouse 1991]. The validity of this protocol is supported by the observation that many wall motion abnormalities persist for some time after cessation of exercise. In an early study, Wann [1979] observed provoked wall motion abnormalities persisting for 1-3 minutes after cessation of treadmill exercise and administration of nitroglycerin. The walls were noted to range from dyskinetic to normal to hyperkinetic over a 3-4 minute period. In an early study (prior to digital technology) investiga-tors [Robertson 1981] reported that "wall motion abnormalities were seldom transient and, in fact, persisted much longer than was anticipated." I can imagine their surprise, for they reported that "in several instances, the exercise-induced wall motion abnormalities were seen the next day during angiography." Such an observation in my lab would have caused me to doubt my technique at least and might have given me some feeling of alarm concerning the patient’s safety in submitting to this exam. Related to the persistence of provoked wall motion abnormalities is the persistence of the high heart rates of treadmill exercise. Robertson, Feigenbaum, Armstrong, Dillon et al. [1983] noted that from the time the treadmill began to slow until the first echocardiographic image was obtained (the patient merely sat down on a chair placed on the treadmill) the heart rate of normal patients decreased an average of 40 beats/min. We have observed the same rapid drop. Everyone who does treadmill sees this precipitous drop in heart rate, particularly in the younger, well-conditioned patients. A heart rate of 150 during peak exercise can easily drop to less than one hundred before the one minute of imaging is completed. It becomes a complicated issue to assess cardiac workload in this brief time of resolving ischemia. Early Doubts About Persistence of Wall Motion Abnormalities During the early years of stress echo, workers were confident that wall motion abnormalities persisted long enough to allow all data to be seen during post exercise imaging. But then some cautious comments and qualifiers (by the same authors) began sneaking into the literature More and more papers began to comment on this possibility of missing transient wall motion abnormalities [Duchak 1990; Wann 1979]. Maurer wrote [1981] of the limitations of his post-treadmill imaging: "Failure to document asynergy in some of our patients with significant coronary artery disease may be due to . . . the rapid normalization of wall motion within 30 to 60 seconds and before the commencement of the echocardiographic examination." A well-known author wrote: "The major disadvantage of the immediate post-treadmill exercise approach is the fact that ischemia ceases and the wall motion reverts to normal shortly after the stress stops. Abnormal wall motion, however, is the first event to occur with ischemia and the last to recover. Thus one has several minutes in which to record the abnormality." The author seemed uncertain about his conclusion, at once recognizing the "major" problem of resolution and at the same time believing there are several minutes available for reliable post-exercise imaging. Iliceto [1986] compared TEE atrial pacing images with those obtained immediately after supine bike exercise (n=39). Ten percent of the patients had wall motion abnormalities that were detected during atrial pacing but not after exercise. Feigenbaum [1988]: "There is always the possibility that exercise-induced wall motion abnormalities may revert back to normal before the last view is obtained. . . . the examiner must be relatively quick in examining the views, since the wall motion abnormalities may revert back to normal rapidly. This problem is multiplied, depending on how many different views one chooses to obtain." Presti [1988] and associates studied 104 patients with upright bike stress echo. They compared the results obtained at peak exercise with those obtained following exercise. "If imaging had been performed only at rest and immediately after exercise, seven of 29 patients (29%) with exercise-induced wall motion abnormalities would have been missed. Six patients with significant coronary disease would have been misclassified as normal with imaging done only after exercise, and a seventh patient with resting wall motion abnormalities would have been misclassified as no change with exercise." Picano [1992]: "Although post exercise imaging reduces echocardiographic limitations, it suffers greater cardiological drawbacks. In the presence of milder degrees of ischemia, wall motion changes induced by exercise reverse quickly upon cessation of exercise. Even when wall motion abnormalities are observed after exercise, the phenomenon of reversal suggests that the magnitude of stress-induced abnormalities may be greatly underestimated, limiting its use as a measure of extent and severity of the disease. Finally, post exercise imaging completely misses the level of cardiac work eliciting ischemia during exercise, which is directly related to physiological impairment and to prognosis." Ryan [1993], using upright bike to study 309 patients, found that in 13% of the patients a wall motion abnormality was present at peak, but not after exercise. (Thirty-nine of these transient wall motion abnormalities were apparent only at peak.). We have noted that of all the segmental wall-motion abnormalities noted during exercise, only 40% remained unchanged by the end of the first minute post exercise, 19% of the segments improved, and 41% totally normalized [Hecht 1993]. What value is it to get the higher heart rate if it drops by the time the data is collected? Conclusion (in the form of a question): Does the literature provide evidence that greater sensitivity is achieved by collecting post treadmill data while the heart drops from 152 to 100 than by collecting data at a steady heart rate of 134 during supine bike exercise? Correlates of Transient Wall Motion Why do the wall motion abnormalities resolve quickly? Some ideas that have been put forth in the literature are: • Intercoronary collaterals are more commonly found in those patients that demonstrate rapid recovery. • Duration of ischemia may play a role, as recovery of systolic function is directly related to the duration of ischemia [Homans 1986]. • Patients with rapid recovery were more likely to suffer angina. It makes sense that those patients suffering with angina had their tests terminated sooner so duration of ischemia was less. • Severity of disease • Posture (upright or supine) Resolution of Wall Motion Abnormalities in Less than One Minute Most educational demonstrations of post-treadmill imaging utilize a young healthy model who deftly dances from the treadmill onto the exam table and flowing into the proper left lateral decubitus position for instantaneous imaging. One author idealized this procedure with the words: "the patient stepped off the treadmill and reassumed a supine position." Sounds so elegant. So casual. So easy. Unfortunately it is not that easy or graceful for a frail 80 year old arthritic woman or a 60 year old overweight, unmotivated man. Directing (herding, hustling, pushing, prodding, rolling) the patient to the table and into position can be a clumsy awkward rodeo event. Getting the patient into position takes time, and during this time the wall motion abnormalities are resolving and data is being lost. Oberman [1989] described post-treadmill imaging typically: "Exceptionally fast recovery is infrequent." [by definition that is true] and almost always in patients with milder coronary heart disease" [are they less important?] " . . . immediate recovery is infrequent in patients with coronary artery disease and image acquisition after exercise appears to be sufficient if obtained shortly after exercise cessation. . . . left ventricular images can be acquired in <1 min. after exercise and generally within 30 seconds." (Italics mine) Earlier in that same paper they described the imaging somewhat more realistically: "The transducer was then quickly positioned at the premarked apical position, generally within 30 seconds but at a maximum of 45 seconds . . ." Taking 30 seconds to get positioned and getting the first diagnostic image in 30 seconds is more believable than getting all the images within 30 seconds. Radionuclide Studies: Hemodynamic Responses During and After Exercise Seaworth et al. [1983] demonstrated with radionuclide angiography that exercise induced wall motion abnormalities and decreased ejection fraction begin to reverse when workload is merely reduced. Schneider and associates [1986] studied 38 patients with documented coronary artery disease. Using post exercise radionuclide angiography, they recorded ejection fraction during and after exercise. The patients were divided into two groups (Figure 6-2): Group 1 consisted of 20 patients who showed immediate functional recovery (ejection fraction) after exercise, and Group 2 consisted of 18 patients who showed delayed recovery (p<0.01 at 2 minutes post exercise). The two groups were similar in age, sex, Q-waves, mean peak workload, exercise time, double product, mean heart rate, and systolic blood pressure at rest, during exercise, and after exercise. All seven patients with single vessel disease were in Group 1 and all the patients in Group 2 had multi-vessel disease. The mean wall motion score was greater in Group 2 than in Group 1 (Figure 6-3). These results indicate that the group with delayed functional recovery (Group 2) had anatomically more severe coronary artery disease, more myocardial ischemia, than the group with immediate recovery (Group 1). Furthermore, Group 2 patients had more angina, greater mean ST-segment displacement and greater frequency of ST-displacement. Schneider concluded that "changes in regional wall motion during exercise, reflecting the severity of ischemia, predicted the rate of functional recovery after exercise." This study allows an important observation relevant to the discussion of peak vs. post- imaging in stress echo. While moderate to severe multi-vessel disease is associated with a slow recovery of LV function and the persistent wall motion abnormalities may be captured in the one minute period following exercise, single-vessel disease and mild multi-vessel disease may exhibit rapid recovery and will very likely be missed in that same time period. Referring to Schneider’s graph in Figure 6-3, it seems to be more reasonable to capture the data during the end of exercise while ejection fraction is in decline, and not during the recovery period when ejection fraction is increasing. This is particularly true when it is realized that the patient can be asked to continue in exercise for a few extra moments in order to allow acquisition of more data and higher quality data (better images). Schneider concluded that "greater sensitivity for CAD is attained when imaging is performed during sustained maximal exercise. Dymond [1984] also observed that persistent abnormal wall motion may be highly specific for multivessel CAD.
Figure 6-4. The literature does not support the idea that wall motion abnormalities can be depended upon to persist for 60 seconds after exercise, nor does it encourage one to think that during this period of resolving ischemia your technologist can be depended upon to consistently acquire a sufficient amount of data on the wall motion. PEAK vs. POST - Which Provides Greater Sensitivity in the Detection of CAD? Studies by Borer [1979] suggested that supine exercise may be more sensitive than upright exercise in CAD detection. Using radionuclide angiography, Dymond [1984] obtained a 100% sensitivity for peak imaging but only 78% sensitivity for post exercise imaging. Iliceto [1986] compared TEE atrial pacing images with those obtained immediately after supine bike exercise (n=39). Ten percent of the patients had wall motion abnormalities that were detected during atrial pacing but not after exercise. In 1985 Applegate, Miller and Crawford compared post-treadmill imaging with upright bike to measure ejection fraction changes in post-MI patients for risk stratification. Thirteen of 36 patients had both post-treadmill and upright bike stress echoes. They found that in 12 of the 13 patients, post-treadmill imaging was predictive of the upright bike ejection fraction responses. That is, in only one patient the post-treadmill ejection fraction response failed to detect a fall in peak upright bike ejection fraction. But the sample size is so small, and the since all these patients were post-MI (increasing sensitivity of the post-treadmill technique) conclusions are risky. Presti [1988] and associates studied 104 patients with upright bike stress echo. They compared the results obtained at peak exercise with those obtained following exercise. Based on the subsequent coronary angiography, the peak images were 100% sensitive in predicting CAD compared to 70% sensitivity of the immediate post exercise images. These workers observed that peak exercise was particularly more sensitive for those patients who have collateral blood vessels or bypass grafts, and concluded that "imaging during peak exercise is necessary when maximal sensitivity for the detection of significant coronary artery disease is desired." Sawada, Judson, Ryan [1989] using upright bike, compared peak imaging with immediate post exercise imaging of post-CABG patients. In those patients who had completely adequate echocardiograms, the sensitivities at peak and after exercise were similar. But peak imaging was significantly more sensitive in identifying those patients with nonrevascularized vessels in the LAD and the LCx/RCa regions: peak exercise identified 79% of these patients but post exercise imaging identified only 53%. We [Hecht, DeBord, Sotomayor 1993] compared peak versus post exercise imaging and found that the sensitivity of peak exercise imaging was significantly greater than that of post exercise alone. To compare PEAK and IMPOST imaging, 131 patients underwent supine bicycle stress echo (SBSE) with all five views obtained during both PEAK and IMPOST imaging. Coronary arteriography was also performed. 39 patients had normal coronaries, 36 had single vessel disease (SVD), 35 had double vessel disease (DVD) and 21 had triple vessel disease (TVD) disease. Results for detecting > 50% stenoses are presented in Table 6-8. Table 6-8.
*p<0.01 versus POST † p>0.05 versus POST § p<0.0001 versus POST Specificity was the same for PEAK and IMPOST. However, significantly greater sensitivity was obtained for detection of disease in each of the three major coronary arteries by imaging during exercise compared to post-exercise. (We do not presume that this comparison is equivalent to testing PEAK supine bike vs. IMPOST treadmill exams, but it does allow cautious conclusions.) The upright bike method allows imaging during peak exercise and we prefer it to post-treadmill imaging, but it has a few disadvantages. A brief summary of the differences between supine bike and upright bike follows: Supine Bike vs. Upright Bike • supine bike - greater LV filling pressures [Thadani 1977] • supine bike - earlier onset of angina [Currie 1983] • supine bike - more pronounced ST changes [Currie 1993] • supine bike imaging - good imaging can be obtained with the tilting table • supine bike allows gathering more data. Usually impossible to get usable parasternals from an upright patient [Ginzton 1984] • supine bike - patient does not have to move from the bike to the table - IMPOST images can be acquired sooner • supine bike - less floor space (Upright bike also requires an imaging table) • Radionuclide angiography studies in the upright and supine bike positions found similar sensitivities and specificities for detection of CAD.
The Need for an Improved Protocol In 1988 Presti described the digital exercise echo protocol. • four resting images are acquired (depending upon use of treadmill or upright bike) and saved to disk. • two apical views are acquired during exercise • patient returned to left lateral decubitus and four immediate post exercise images acquired as quickly as possible. • One loop per view per phase is saved for reading This protocol has not changed in the many intervening years, even though it is limited in the amount of data it provides and even though advancing computer technology long ago removed many of the handicaps and limitations imposed on the original developers of digital echo. This simple protocol is still endorsed and encouraged by industry. There is no profit in modifying the software. Portraying the exam as a more complex procedure could be detrimental to sales. Much of the literature and many of the stress echo luminaries who make the speaking circuit persist in presenting their familiar protocol with an attitude that discourages innovation or any departure from the "standard protocol." The Golden Rules of Exercise Echo seem to be: • capture all views in only a few seconds • get only one cardiac cycle per view • the sonographer must work with haste, above all • read the study in two minutes Brevity seems to be the primary concern. In all the papers cited here, very very few have one single word to say about quality and how to attain it. We proposed proposed an alternate protocol that is primarily concerned with quality and not ease, a protocol that is based on the following rationale: Basis of the Preferred Protocol • More information is better than less information. • Higher quality images are better than lower quality images. • Higher quality images are more likely to be obtained with more time than with less time. • More orthographic planes are better than fewer orthographic planes. • Images captured while ischemia is maximized is more likely to be detected than when ischemia is resolving. • Two (qualified) readers are better than one reader. Preferred Protocol: Multiple Loops of Each View to Reveal Ambiguity One worker wrote what is so commonly and hopefully and mistakenly believed: "one only needs one good cardiac cycle per view." If "good" means "perfect," I agree, but I suggest you not expect perfection in ultrasound. Ever. That requires a cloak of Faith that only the Pope should wear. Ultrasound images are wonderfully useful but under the best of conditions they are mere murky suggestions of the cardiac structure and behavior. And when the heart is pounding at 130 beats/min. and swinging back and forth and twisting and thrusting apically and the left lung is being a pest and the chest is heaving and when the sonographer is weary and frustrated . . . forget Faith in perfection. Under these conditions, you subscribe to Hope, not Faith. The several loops acquired of the same (attempted) orthographic plane are going to be different. If you expect all exercise apical-2s in a patient to show the same wall features and the same contractility, you will be disappointed. All experienced techs understand how any wall can be made to appear different than it really is. The inferior wall of the PSSA can be made to look severely hypokinetic with under rotation. That same inferior wall in the apical-2, even if akinetic, can be made to look normal by cutting it off-axis and/or truncating it. If the sonographer is allowed only a few seconds to acquire each view (posttreadmill), it should not come as a surprise that digital loops of the apical-2, for one example, could suggest different contractility patterns: one loop could make the inferior wall look hyperdynamic, another loop could make the same wall look akinetic. If only one of these loops is shown to the reader for interpretation, which will it be? The "normal" one or the "diseased" one? It will be the one selected by the sonographer. Who has diagnosed this study? The sonographer or the physician? Even with all the chances that 128 megabytes of RAM offer, the captured loops nearly always contain ambiguities. One PSLA loop has a normal looking septum. The next PSLA loop is from a very slightly lower window and the septum looks hypokinetic. The reader should see this ambiguity in order to make a responsible judgment. When you (the reader) are looking for subtle differences between the contractility of small segments in the REST, the PEAK and the IMPOST walls, the more information you have, the more confidence you will have in your diagnosis. There will be times when you will see so much ambiguity within a study that you will admit defeat and conclude that you cannot make a confident prediction. The imaging just won’t allow it. You’ll have to pass. Contrast this situation with the sonographer protecting you from that trauma by choosing one loop and one loop only. Without contradictory data, you can make your decision easily. Rightly or wrongly. Which would you prefer? The more loops you have to read, the greater confidence you will have in your calls. To restrict yourself to one cardiac cycle per view is to unnecessarily handicap yourself. The sonographer can save and format the multiple loops of each view in only a few minutes of additional time (as described briefly below and in more detail in the Exam Chapter). Even if the reader helps select the final views for reading, it is useful in the final analysis to have the multiple loops side by side for comparison. Preferred Protocol: Additional Views - More than the Usual Four The PSLA, PSSA, AP-4 & Ap-2 are the planes acquired in the conventional protocol. We have added the routine acquisition of the Ap-3 or "apical long axis" view to our studies. The Ap-3, in more than half the cases, provides a better look at the posterior wall than does the PSLA. It permits another look at the septum and, usually, one more view of the apex. It is difficult to explain, but the sonographer also has more "control" over this view, greater flexibility to include or exclude the pap muscle, to line up with the aortic valve, etc. It seems easier to match the REST and PEAK views of the AP-3 than it is for the PSLA. Occasionally, the most useful window is somewhere between the parasternal and apical positions. Rarely, we include the sub-costal window if that is helpful. Including extra views and the additional loops of each view requires more archival space. For reasons not clear to me, this threatens some people. For example, I once heard a popular speaker explain that the entire study should be condensed to one floppy disk. "If there are two disks," he explained, "you will lose one." Another luminary wrote, "it is inconvenient to require multiple disks to store one study." Isn’t the value of additional data for the diagnosis worth that small risk of loss and that "inconvenience" to the staff? Archiving to optical discs minimizes inconvenience and the probability of loss. Some will complain that the inclusion of this extra view and the extra loops per view also requires more time to time to read. A well known cardiologist was overheard to say vehemently, "I don’t want to spend more than two minutes reading a stress echo study!" I can understand that. If economy of your time is most important, I suggest having the sonographer diagnose the study for you by choosing 4 REST and 4 IMPOST loops for your quick review. More time can be saved by having the tech dictate the final report. Preferred Protocol: Higher Quality Images Supine bike stress echo allows increasing the quality of the images by providing more time to perfect the images. During the several minutes of exercise, before PEAK is achieved, the sonographer becomes familiar with the changing windows and is able to learn the fine-tuning required to optimize the images. The sonographer works with the patient as he pedals, practicing the breathing methods that will optimize the images when PEAK finally arrives. The sonographer has the opportunity to see the onset of wall motion abnormalities and can plan his imaging to optimize the images to show that abnormality. At termination of exercise, the patient is merely rolled to left lateral decubitus, or left in the supine position, so the IMPOST imaging can begin immediately. If it takes a little longer to optimize these images, it is now less important, for these are secondary to the PEAK images. Preferred Protocol: Data that is more Valid Preferred Protocol: Reading In summary: The Preferred Protocol * Acquire digital loops at REST, PEAK & IMPOST (& FINAL if necessary), using supine bike exercise. * Imaging must be in the correct orthographic plane or all is invalid. * Endocardium must be visible to be read. * Set trigger and acquisition delays to accurately capture and demonstrate systole. No more. No less. • Frame #1: aortic valve closed. • Frame #2: aortic valve open. • Frames #3, #4, #5, #6, #7 show increasing myocardial thickening and decreasing chamber size. • Frame #8 shows the first moment of diastole. • Frame # 8: the LV chamber is smaller than in frame #1. * Capture five orthographic planes: PSLA, PSSA, Ap-4, Ap-2 & Ap-3. * Save and format duplicate loops of each plane at each stage to reveal ambiguity and/or to increase the confidence that the loops truly characterize the myocardium’s behavior. * Format each page with all three phases in the REST-PEAK-PEAK-IMPOST pattern. * The technologist and doctor read the digital images (and the tape if useful) together, immediately. The Preferred Protocol Format It may be useful to speculate on the application of this new protocol to Dr. Tom Ryan’s excellent 1993 paper. Of the 309 patients he studied with upright bike exercise echo, 66% of the 392 lesions were identified. More than half of those lesions not identified were in the left circumflex. Why should this sensitivity be so low? The conventional upright bike protocol provides only one loop that gives information about the circumflex during PEAK exercise: the AP-4. (Remember that the parasternals are not usually visualized in an upright patient.) Consider the difficulties of imaging the lateral wall. • There is more lung artifact here. • The antero-lateral pap muscle attenuates the signal and the basal segment often drops out. • This view is easily truncated. • The endocardial image is often sub optimal because of poor lateral resolution. • The circumflex supplies a relatively smaller area, so provoked wall motion abnormalities are less obvious. Especially in consideration of these difficulties, the standard upright bike protocol provides disappointingly few images of the circumflex territory, and most of these are post exercise: • REST Ap-4 & PEAK Ap-4 (lateral wall) • REST Ap-4 & IMPOST Ap-4 (lateral wall) • REST PSLA & IMPOST PSLA (posterior wall) • REST PSSA & IMPOST PSSA (posterior wall) (Not much circumflex information here - 1 PEAK loop and 3 IMPOST loops) The Preferred protocol provides the reader with much more information about the circumflex territory: • PSLA - each PSLA page has one REST, 2 PEAK and 1 IMPOST. There may be two or three such pages showing the posterior wall. • PSSA - each PSSA page shows the same arrangement of REST-PEAK-IMPOST of that posterior wall and lateral wall. • Ap-4 - There are usually several pages of all stages represented, showing the lateral wall, perhaps at slightly different angulations • Ap-3 - several pages may be presented of the Ap-3 at all stages (including PEAK) providing one more look at the circumflex distribution. Instead of only one PEAK and three IMPOST loops of the circumflex, the preferred protocol can easily show 16 PEAK views and 8 IMPOST views of the circumflex territory. More data is better than less. Using the Preferred Protocol with supine bike exercise, we [Hecht DeBord Sotomayor 1993] correctly identified circumflex disease 78% of the time compared 36% in Dr. Ryan’s study. Acquiring Data During PEAK Exercise: Increased Validity of Images • Acquiring the data at PEAK exercise provides greater validity of data: the Peak images are obtained while maximum ischemia is occurring, when a functional response would be expected to be the most obvious. Impost images are obtained while ischemia is resolving and when subtle wall motion abnormalities are obliterated by the sudden "rebound" of the myocardium when the afterload is reduced. Intuitively, peak imaging is more valid. Would you consider acquiring your 2-D images only after the dobutamine pump was turned off? obtaining the electrocardiogram only after the treadmill exercise? injecting thallium-201 only after exercise was terminated? Increased Quality of Images More time during PEAK to acquire images permits: • finding the best windows • optimizing the ultrasound adjustments to maximize endocardial resolution • detecting regional wall motion abnormalities and making imaging judgments accordingly • avoiding ectopic beats • greater repeatability • increased patient compliance and manipulation – extra time during early exercise allows the technologist to improve image quality by maximizing patient participation (regulating the patient’s breathing and position, etc.) and by making appropriate bed adjustments (tilting to the side, raising, lowering the head, etc.) One author wrote confidently "Because one only needs one good cardiac cycle per view, the examination can be greatly shortened. . . . theoretically each view could be obtained in no more than 4 or 5 seconds." Whenever you see that word "theoretically," you know it most likely doesn’t happen. How many images will you capture in 4-5 seconds? What is the quality of these fast-grabs? Are they in the right plane? Same plane as the REST images? See any endocardium? Is there cardiac swing? Respiratory artifact? It is commonly and mistakenly assumed that sonographers can consistently represent, with one loop of eight frames, just exactly what all the endocardium is doing at 150 beats/minute. It disappoints me that the literature and educational programs place so much emphasis on speed and so little on quantity and quality. For the sonographer to be performing at his optimum, he must be diagnosing the study as he images. He must be asking, am I in the absolutely right plane? Is the LV at its maximum size? Can I see all the walls? The true apex? Is this inferior wall moving? Is it really thickening more than it did at REST? Is this apex augmenting, dilating or is it off-axis? Is this the endocardium I am looking at, or chord? Or an artifact? Quality work is not attained by the sonographer who is pressured to hurry. To put this in perspective, imagine being asked to do an aortic stenosis study in 60 seconds. How would the quality of the exam be affected if you had only one minute to get outflow tract diameter, outflow tract velocity and peak AV velocity in one minute? PEAK imaging provides the echocardiographer with the time to optimize the images, to exercise judgment, to reduce errors and to have more confidence in the diagnosis. A Comment on Patient Motion Virtually every paper written about stress echo mentions, usually in one sentence, that stress echo is "technically demanding," and if PEAK exercise is mentioned, it is described as "more technically demanding." And then the author grieves over the patient’s body motion, respiratory artifact, and translation (heart swing). Typical statements describing the convenience treadmill brings to the study are: • With treadmill "both performance and interpretation of the test are simplified." • Body motion, chest heaving, extreme hyperventilation are reduced "because the patient is not moving." • "Echocardiographic images are expected to be technically better in quality in the non-moving than in the actively exercising patient." Well . . . yeah. But there are techniques to minimize these disrupting movements (see the Exam Chapter). The difference between the movement problems of a post-treadmill patient and a supine bike patient has been highly exaggerated. When the patient is provided with a hip strap, hand straps to the side (not overhead), a properly positioned bike, and when the patient is given the correct instructions and is directed to control his breathing, the movements are not as destructive to the study as the literature would have you believe. Increased Quantity of Images - Peak imaging: • allows monitoring of myocardial function throughout entire exercise period • more information on the onset of ischemia which may correlate with the severity of the disease. • more acquisition time - 2 min. at PEAK and 1 min. at IMPOST • more IMPOST images can be acquired in 60 sec. because takes less time to roll to lateral decubitus than to walk from treadmill to table Maintaining the patient’s pedaling at peak exercise allows three or four times as much data to be collected. The patient can usually be persuaded to pedal for two full minutes at his "peak" exercise. If we still have difficulty getting good images, we may lower the bike resistance slightly to extend the patient’s duration. This additional time allows us greater control of the patient’s movement and respiration, thereby increasing the imaging "yield." Additional information is gained by seeing the entire exercise in real time while it occurs. This not only provides the sonographer the valuable opportunity to discover the best windows (they change with exercise) and to perfect the other imaging parameters that increase the yield, but allows the physician to obtain more information by seeing the onset of ischemia We agree with Quiñones [1991] who wrote: "the theoretical advantage of greater yield at peak exercise may be balanced by the higher workload obtained in the treadmill. Nevertheless, one should recognize that imaging during exercise may provide information on the time of onset of ischemia that could be of clinical value in differentiating milder from more severe grades of coronary stenosis." The immediate post exercise images are still obtained in addition to the exercise images, and no time is lost by the patient walking to the bed. In many cases, we do not even ask the patient to roll to his side, but merely to stop pedaling. In this case, there is no delay in the beginning of acquisition of the IMPOST images, which results in more IMPOST data collected within that 60 second period. Supine Bicycle Exercise allows the capture of more data. Other Issues of PEAK Imaging - Rebound effect Related to Shneider’s study, cited earlier, is the difficulty of identifying small or subtle segmental wall motion abnormalities immediately following exercise due to the immediate increase in ejection fraction at the termination of exercise. In an early study, Wann [1979] noted this problem following treadmill exercise: "segments of the left ventricle that had moved abnormally during exercise appeared to return to normal and then to contract more vigorously than at rest." This early observation of increased EF is consistent with ours and with Schneider’s radionuclide angiographic studies. We refer to this as rebound. As the heart rate rapidly decreases, stroke volume increases [Cumming 1972; Goldberg 1980]. This sudden hyperdynamic motion of the normally perfused walls, often conceals those small abnormally perfused segments. The hypokinetic wall segment is dragged inward by the surrounding healthy myocardium, making it impossible to identify the hypokinesia. Reproducibility The reproducibility of treadmill exercise echo has been demonstrated [Oberman 1989]. Maurer [1981] and Fortuin [1977] observed that the treadmill is controlled by the clinician and the patient has no capacity to regulate the workload but must struggle to keep up the pace as directed, but in contrast the workload on the bike is determined by the patient. In light of this, they concluded that the treadmill’s workload is more reproducible than the bike’s and thus the post-treadmill data is more reproducible. I suggest an alternate perspective on this. For all practical purposes, in a clinical setting, a patient that pedals 50 rpm through four 2-min. stages of exercise that increase by 25 watts per stage has performed in a way that is easily and accurately recorded and reproduced. If, for instance, a patient is exercised before and after PTCA can we not make a reasonable comparison between the two exams with assurance of the "reproducibility" of the workload? But there is another factor of "reproducibility" that is far more important than workload - the quality of the images acquired and the similarity of the images throughout the series. If, for instance, you feel that all "apical-2’s" acquired post exercise from a poor imaging patient show the same endocardium in the same way, and present the wall contraction in the same way, you have deluded yourself. Under the best of circumstances it is difficult to acquire several loops that all show the exact same orthographic plane, and having only a few seconds to devote to this view seriously affects the sonographer’s ability to grab the perfect plane. But if the sonographer has the time to watch the walls of this view throughout 6 or 7 minutes of exercise and to become familiar with the changing window and with the wall behavior, and then has two full minutes to optimize the scanning, it is much more likely that he can reproduce the ideal cuts. I feel that a 10% difference in certainty of equal workloads in a series of exams is insignificant compared to the "reproducibility" of the images obtained by having more time to acquire the data.
Patient Familiarity Maurer [1981] was the first to mention another popular defense of treadmill: "Exercise in the upright position is more familiar to the majority of the population." Presti [19] wrote "many patients are more accustomed to treadmill exercise, which allows for achievement of higher workloads." Familiarity is important only if a significant portion of our cardiac patients are so uncoordinated and so dull that they are unable to adapt to pedaling in the supine position for a few minutes. I am not impressed from my experience of thousands of stress echoes that our patients are so handicapped. While we will always encounter an occasional elderly patient who cannot coordinate his/her legs to pedal circularly, and a few unmotivated souls that complain they absolutely-positively-completely-cannot-will-not-don’t-even-ask-me-to tolerate the novel supine exercise posture, they are the rare exception. Normalization of SWMAs Having both the PEAK and the IMPOST images allows the reader to see the resolution, or lessening, of the severity of a wall motion abnormality during IMPOST. This increases confidence in identifying a segmental wall-motion abnormality during PEAK. Physically Compromised Patients Supine Bike Stress Echo allows testing of patients with physical disabilities: even those with severe arthritis, severe physical deconditioning, etc. A patient shuffled into the office, completely dependent upon his walker. His left foot was paralyzed, and he could not consider keeping up with a treadmill. He was surprised and pleased to learn that while lying on his back he could pedal quite vigorously. Another patient suffered dizziness and would not walk on treadmill for fear of falling. He felt very secure on the bed and was able to exercise to a diagnostically useful level. Reduced Stress on the Sonographer Lacking the "60 second imperative," the supine bike protocol reduces stress on the sonographer. Hurrying can increase imaging sloppiness, increase errors in command entries, and decrease quality of judgment. Safety SBSE allows greater safety. The supine patient cannot fall. The patient’s supine position allows easier detection and quicker response to untoward events such as a fall in BP or potentially dangerous arrhythmias. More importantly, the earlier indicator of problem, the wall motion, can be constantly monitored. The physician has greater control of an emergency situation with the patient on the exam table. Convenience Supine bike stress is more convenient and easier for the patient and much easier for the technologist. Neither the patient nor the technologist is required to move between exercise and IMPOST. Economics A supine bike bed with a small electrocardiograph costs less than a conventional treadmill and exam table. Space requirements Supine bike stress echo requires minimally only enough room for the bed, the ultrasound system, and a small cart for the frame-grabber and EKG. It is physically possible (but not recommended) to perform SBSE in a room as small as 8’ x 9," Post-treadmill requires that same minimal space plus the additional space for the treadmill and for maneuvering the patient. Even upright bike requires more room than SBSE. Post Treadmill Imaging: • Treadmill is the most widely available form of exercise testing in this country • Higher quality images - patient is in left lateral decubitus and there is less overall body movement. (However, there will still be tachycardia, respiratory interference and chest heaving.) • Economics - Many facilities already own a treadmill and do not want to spend extra money on supine bike bed. • Workload - Higher heart rate for most patients and greater workload for some. • Patient Applicability - upright exercise allows better appreciation of how the patient responds to stress similar to that which he would encounter in his daily activities [Epstein 1969]. • Patient Familiarity - American patients are more familiar with walking than with bicycling. (Therefore they will work harder on the treadmill? Maybe. Not the case in Europe where bike exercise is very commonly practiced.) • Less dependent upon patient cooperation; the treadmill sets the pace for the patient. • More constant work rate (?) • Sonographer does not have to work while the patient is exercising. To boast of obtaining four views within 60 seconds post-treadmill is to miss the important issues: how many cardiac cycles were captured? What is the endocardial image quality? Do these few images exactly match the resting images? Were these few images all triggered correctly? Was there distracting cardiac swing? Did the provoked wall motion abnormalities begin to resolve before the images were captured? What is their diagnostic value? How much usable data was collected in that brief period of time?
It is a bit perplexing to me that treadmill echo is so popular considering the number of workers who have recognized the additional value of peak exercise imaging [Wann 1979; Presti 1988; Duchak 1990; Mahony 1990; Marwick 1992; Ryan 1993; Hecht 1993]. Our data lead us to the conclusion that there is a clear-cut advantage to obtaining the images during exercise compared to following exercise. We demonstrate to ourselves, on a daily basis, the very obvious difference between PEAK exercise wall motion and immediate post exercise wall motion. It is routine for us to see wall motion abnormalities develop during exercise and then completely resolve within 30 seconds after termination of pedaling. Perhaps these transient abnormalities (which do correlate with positive angiographic tests) occur only in those patients with mild disease. Is it not an important application of stress echo is to identify these patients? This discussion is not to imply that the impost images are without value. Quite the contrary. For a small subset of patients, the treadmill may be the preferred method of exercise. These patients, for whatever reasons, mental or physical, cannot achieve a suitable work level on the supine bike. But when they are coerced to keep up with the treadmill, they improve their performances. The IMPOST images are important to compare with the REST and PEAK. In some cases the difference between the IMPOST and PEAK are as useful as the comparison of the REST with PEAK. It is useful to see how quickly the SWMA normalizes [Athanasopoulos 1991]. If the technologist is charged with the responsibility of collecting the necessary data, if the technologist accepts the responsibility of getting the necessary data to make his own diagnosis, he will prefer the technique that gives him more time and more control over that acquisition. It takes no more time or energy to image PEAK and IMPOST than it does to image IMPOST alone. The only difference is while the patient is walking the treadmill, the tech can merely chew gum. Or his nails if he is fretting over getting the necessary data in 60 seconds. It is not nearly so much more difficult to image a pedaling patient as the literature would lead us to believe. By controlling the patientÂ’s breathing and judiciously using the pause pedal to budget memory, PEAK imaging can be less demanding than impost imaging. In 1999 Badruddin, et al.confirmed our reports in their work and concluded:
Shamim-M. Badruddin, MD, Anwar Ahmad, MD, Judith Mickelson, MD, FACC, John Abukhalil, RT,William L. Winters, MD, NIACC, Sherif F. Nagueh, MD, FACC,, William A. Zoghbi, MD, FACC. Supine Bicycle Versus Post-Treadmill Exercise Echocardiography in the Detection of Myocardial Ischemia: A Randomized Single-Blind Crossover Trial. Journal of the American College of Cardiology. Vol. 33, No. 6, 1999.
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