Society for Advanced Bronchoscopy Consensus Statement and Guidelines for bronchoscopy and airway management amid the COVID-19 pandemic
Guideline

Society for Advanced Bronchoscopy Consensus Statement and Guidelines for bronchoscopy and airway management amid the COVID-19 pandemic

Michael A. Pritchett1, Catherine L. Oberg2, Adam Belanger3, Jose De Cardenas4, George Cheng5, Gustavo Cumbo Nacheli6, Carlos Franco-Paredes7,8, Jaspal Singh9, Jennifer Toth10, Michael Zgoda9, Erik Folch11

1FirstHealth of the Carolinas and Pinehurst Medical Clinic, Pinehurst, NC, USA; 2David Geffen School of Medicine at UCLA, Los Angeles, CA, USA; 3University of North Carolina School of Medicine, Chapel Hill, NC, USA; 4University of Michigan School of Medicine, Ann Arbor, MI, USA; 5University of California, San Diego, CA, USA; 6Spectrum Health, Michigan State University School of Human Medicine, Grand Rapids, MI, USA; 7University of Colorado Anschutz Medical Center, Aurora, CO, USA; 8Hospital Infantil de Mexico, Federico Gomez, Mexico City, Mexico; 9Atrium Health and Levine Cancer Institute, Charlotte, NC, USA; 10Penn State Health, Hershey Medical Center, Hershey, PA, USA; 11Massachusetts General Hospital, Harvard Medical School, Boston, MA, USA

Correspondence to: Michael A. Pritchett, DO, MPH. FirstHealth of the Carolinas and Pinehurst Medical Clinic, 205 Page Road, Pinehurst, NC 28374, USA. Email: mpritchett@pinehurstmedical.com.

Submitted Mar 20, 2020. Accepted for publication Apr 03, 2020.

doi: 10.21037/jtd.2020.04.32


Introduction

The severe acute respiratory syndrome coronavirus 2 (SARS-CoV-2) is a newly emerging zoonotic virus that was initially identified in Wuhan City, Hubei Province, China on December 30, 2019 and spread rapidly via human-to-human transmission chains that existed before containment control measures were implemented. At the time of this writing, cases of coronavirus disease 2019 (COVID-19), caused by SARS-CoV-2, have been reported in 184 countries (https://coronavirus.jhu.edu/map.html), leading to the outbreak being classified as a pandemic by the World Health Organization (WHO) on March 11, 2020 (1). COVID-19 infection, in many cases, requires specialized airway management in intensive care units (ICU). Similar to the SARS pandemic in 2003, this viral infection appears to be a highly transmissible pathogen in healthcare environments, including transmission to healthcare personnel.

As the COVID-19 pandemic evolves worldwide, healthcare systems and providers struggle to strike a balance between providing medical care to those in need while limiting disease spread and exposure to patients and staff. The Society for Advanced Bronchoscopy (SAB) has formulated guidelines regarding bronchoscopy and airway management in this setting in an effort to summarize the currently available information and provide practical, evidence-based recommendations for those caring for or being asked to consider performing these high-risk procedures. Members of the SAB established a panel of practitioners, prioritized current challenges in the field to effectively respond to the pandemic, agreed on group processes, and provided full declaration of conflicts of interest. In preparing this document, and to the best of our knowledge, we performed an in-depth review of existing medical literature. We subsequently developed sequential evaluations of the quality of evidence across studies for specific situations that we may encounter as advanced bronchoscopists and interventional pulmonologists. We based the grade of recommendation on the quality of supporting evidence and the balance between benefits and harms (Table 1) (2).

Table 1
Table 1 Grade of recommendation based on the quality of supporting evidence
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In this rapidly changing public health environment, we also acknowledge that best practices may vary amongst institutions based on local resources, expertise, patient populations, and continual updating of recommendations from major health organizations such as the US Centers for Disease Control and Prevention (www.cdc.gov) and the WHO (www.who.int). Therefore, we are planning to update the protocols and recommendations outlined here (www.sabronchoscopy.org) as we inevitably learn new information that will affect our practices and procedures. We are also planning to evaluate our recommendations in terms of their applicability and barriers to their implementation.


SARS-CoV-2 and COVID-19 infection

SARS-CoV-2 is a betacoronavirus similar to that which caused the SARS epidemic in 2003. The incubation period is up to 14 days, though data from China revealed that most symptoms begin 4–5 days after exposure (3,4). The virus is transmitted from person to person via respiratory droplets that are either inhaled or deposited on mucous membranes. Droplets do not usually travel more than 6 feet. Other transmission routes include contact with contaminated fomites and inhalation of contaminated aerosols (5). While fecal shedding has been demonstrated, the fecal-oral route does not appear to be a driver of transmission (6).

The most common presenting symptoms of COVID-19 are fever, fatigue, dry cough, and dyspnea. Less commonly reported symptoms include headache, sore throat, cough with sputum production, diarrhea and ageusia/anosmia (7). Chest imaging will often show bilateral ground-glass opacities with or without consolidation or pneumonitis, consistent with a viral pneumonia (8). While people are most contagious when they are symptomatic, cases of asymptomatic transmission have been reported (9).

The majority of infections do not produce profound disease, however, 15% of those infected may develop significant respiratory symptoms such as severe dyspnea, tachypnea, and hypoxemia; 5% may develop critical illness including respiratory failure, acute respiratory distress syndrome (ARDS), shock, and/or multiorgan failure (10). In a case series of more than 72,300 cases in China, the overall mortality was 2.3%; however when stratified by age, no deaths occurred in patients 9 years old and younger; meanwhile, the mortality rate among those 80 years and older was 14.8% (10). Notably, nearly half of all critical care cases were fatal. According to the WHO-China Joint Mission on Coronavirus Disease 2019, the overall case fatality rate in China was 0.7% with most cases occurring in those of advanced age or with comorbid conditions, such as cardiovascular disease, diabetes, hypertension, and chronic respiratory disease (6,10).


Outpatient bronchoscopy considerations

We recognize that many hospitals have decided to cancel all elective procedures and, in some cases, closed down entire endoscopy units. While some bronchoscopy procedures are indeed elective, most are for more acute/subacute issues, including for the diagnosis and staging of malignancy.

Deciding how to stratify outpatient bronchoscopic procedures to minimize the risk of infection transmission, while not compromising time-sensitive medical care, is a major challenge facing bronchoscopists during this pandemic. We recommend reviewing the need for all procedures on a case-by-case basis to assess the indications and urgency, such that cases be appropriately scheduled or rescheduled based on pre-determined clinical priorities (Figure 1).

Figure 1 Stratification of outpatient bronchoscopic procedures by urgency. *, when no other target present. **, where biopsy will alter treatment plans. ***, should not be more than 2 weeks after the pre-determined surveillance window. BAL, bronchoalveolar lavage; MAC, Mycobacterium avium complex.

Certain emergent situations warrant immediate, same-day action, including acute foreign body aspiration, massive hemoptysis, and severe, symptomatic central airway obstruction. In cases of massive hemoptysis with imaging findings such as large cavitary lesions or masses, we recommend consideration of arterial embolization as the procedure of choice unless airway stabilization is needed. In immunocompromised patients (e.g., patients with febrile neutropenia, solid organ or stem cell transplantation) who (I) are not responding to empirical antimicrobial coverage, (II) are test-negative for COVID-19, and (III) have no other diagnostic means available, urgent bronchoscopy in 1 to 2 days may be warranted.

In cases of suspected or confirmed lung cancer, bronchoscopic biopsy and staging procedures are often essential and cannot be delayed indefinitely, as significant delays in surgery or radiotherapy could result in disease progression (11,12). We therefore recommend that bronchoscopy be performed within 2 weeks for asymptomatic/COVID-19-negative patients who have a lung nodule suspicious for early-stage cancer, a lung nodule or mass with adenopathy who need diagnosis and staging, or a known lung cancer with possible progression of disease where biopsy will alter the treatment course.

We recognize that these recommendations are based on expert opinion and limited data in a rapidly evolving crisis. However, timely interventions for patients with early lung cancer will be required in non-endemic areas as well as in cancer centers that can secure enough personal protective equipment (PPE) and personnel to continue to provide oncologic care. The trade-off between timely care and risk of exposure to SARS-CoV-2 is a pressing matter for patients and healthcare providers. Current ASCO and NCCN recommendations cautiously guide clinicians towards standard infection control practices and individualized decision-making based on the patient’s best interest. The American College of Surgeons published their guidelines for triage of surgical cases and considered semi-urgent cases as those where survivorship would be compromised if surgery is not performed within 3 months. This category included solid or predominantly solid lung cancer or presumed lung cancer >2 cm with clinical node negative, node positive lung cancer, post-induction therapy cancer staging to star treatment, esophageal stenting, symptomatic mediastinal tumors and patients enrolled in therapeutic clinical trials (13).

Additionally, patients with acute lobar atelectasis, as well as those with symptomatic suspected sarcoidosis without an alternative biopsy site for diagnosis, should also have their procedure completed in this 2-week time frame. Routine airway stent surveillance evaluations should be performed in the typical time frame of 4–6 weeks after placement and should not be delayed for more than 2 weeks.

In subacute patients who have been scheduled for an airway inspection for chronic lobar obstruction or hemoptysis, as well as those in whom a lavage is needed for the diagnosis of suspected chronic atypical infection such as non-tuberculous mycobacterium, procedures should be deferred for 2 weeks or more. Finally, purely elective procedures such as bronchial thermoplasty, bronchoscopic lung volume reduction, routine tracheostomy changes, and routine surveillance bronchoscopy in transplant patients should be deferred indefinitely until elective cases are considered to be relatively safe to resume.


Screening of patients for outpatient bronchoscopy

We recommend broad screening and mitigation strategies prior to scheduling procedures and again prior to arrival for planned endoscopic procedures. Specifically, at the time of scheduling, patients should be asked about symptoms, contacts and travel history regardless of the planned procedure. If the patient has increased risk factors or signs and symptoms of an active viral infection, the procedure should be delayed, if possible.

Once scheduled, the patient should be contacted, and screening questions should be repeated the day before the procedure. If the patient reports respiratory symptoms due to an unexplained cause, the procedure should be rescheduled according to the specific patient’s disease and condition and the patient referred for COVID-19 evaluation as per local practice standards. When the patient reaches the hospital, the facility-specific screening protocol should be followed to stratify the risk of COVID-19 patients. Pertinent questions may include the following:

  • Have you had fever (>37.5 °C), cough, sore throat, or respiratory problems in the past 14 days?
  • Have you had close contact with a suspicious or confirmed case of COVID-19?
  • Have you visited or currently live in areas at higher risk of COVID-19 in the last 14 days?

If the answer is yes to any of the above questions, we recommend delaying the procedure if clinically feasible.

Upon arrival at the outpatient department, we recommend checking the temperature of both the patient and their caregiver, using non-contact methods before being allowed to enter the bronchoscopy suite/operating room. If either the patient or caregiver have a temperature above 37.5 °C, the procedure should be cancelled, and the affected parties should be rescreened and tested for COVID-19 per institutional protocol.

During this period of pandemic, accompanying caregivers and relatives of the patients should be limited to one per patient to minimize exposure and waiting room crowding. Visitors are prohibited from entering the bronchoscopy preparation area unless the patient requires specific assistance or translation services.


Infection control recommendations for the healthcare team

Hand hygiene

Frequent hand washing with soap and water or alcohol-based solutions is the single most important hygiene measure in protection against cross infection and must be actively enforced. Alcohol-based hand sanitizer should be located at or near every workstation. Hand hygiene should be meticulously performed according to standard guidelines, specifically after removing gloves, after contact with soiled or contaminated areas, before touching any equipment needed for intubation or bronchoscopy; essentially after every contact with the patient (e.g., placement of thermometer or nasogastric tube).

PPE

Thoracic endoscopic procedures generate aerosols and droplets (14,15). Thus, there must be a compelling indication prior to performing any type of endoscopy in a patient with suspected or confirmed COVID-19 infection (16). PPE, which encompasses gowns, masks, eye shields and gloves, is key to minimizing transmission; it should be available to all personnel participating in endoscopic procedures. Performing hand hygiene is essential before donning and after doffing PPE (17).

Masks/respirators

The N95 mask is a particulate filtering facepiece respirator that is approved for protection against droplet and airborne transmission of 95% of particles greater than 0.3 microns in size (18). It does not protect against gases or vapors. This mask requires fit testing prior to its use in healthcare settings. Persons with robust facial hair may have difficulty with proper fit of these masks and should refer to the CDC for specific information regarding facial hairstyles and respirators (19). Healthcare worker infections with influenza and SARS have been reported in personnel not using N95 mask and PPE (20,21).

We recognize that supply chains are being disrupted and materials are becoming scarce; therefore, particularly with N95 masks, practices of extended use and reuse may become necessary and are outlined by the CDC (https://www.cdc.gov/niosh/topics/hcwcontrols/recommendedguidanceextuse.html) (Table 2). Traditional surgical masks have been recommended for healthcare professionals in prior coronavirus epidemics. It is important to mention that the size of the virion is between 125–244 microns (including spikes) while the N95 masks protect against transmission of 95% of particles greater than 300 nm (22). This apparent discrepancy supports the idea that transmission mostly occurs by droplets. The experience with prior epidemics of SARS as well as two randomized controlled trials of transmission of influenza virus (80–120 nm) in nurses, further support the notion that droplet precaution is the most important factor in exposure of healthcare personnel (20,23). These randomized controlled trials support the finding that neither N95 respirators nor medical masks are more effective in preventing influenza or other viral respiratory infection. Thus, definitive evidence of greater clinical effectiveness of N95 is lacking. Furthermore, most particles from human expiratory activities (breathing, talking, singing, coughing, sneezing) generate droplets between 580 and 5,420 nm (5.2 micrometer) (24,25).

Table 2
Table 2 PPE recommendations and respirator conservation measures. How to safely reuse and store the personal protection equipment The CDC has offered guidance on reuse and extended use of PPE considering the current shortages (https://www.cdc.gov/niosh/topics/hcwcontrols/recommendedguidanceextuse.html)
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In the prior epidemics, the experience of Vietnam and Toronto suggest that the type of mask is not as important as the consistent use of surgical mask or N95 mask (26,27). The experience of these diverse healthcare groups found the consistent use of surgical masks or N95 to be protective of SARS. Both studies also emphasize the importance of PPE for mucosal protection. Given the highly contagious nature of SARS-CoV-2, healthcare personnel are recommended to maximize their level of protection by using the N95 mask.

Superior protection might be achieved with a powered air-purifying respirator (PAPR) (18). This is a battery-powered blower that provides protection against gases, particles and vapors. Fit testing is not required and it can be used with facial hair (14). The PAPR also provides simultaneous eye protection. Availability of PAPR systems is limited in most healthcare settings.

Donning and doffing PPE

Proper donning (putting on) and doffing (taking off) of PPE is essential to reduce exposure to contaminated particles, both in the respiratory tract and on exposed skin. A strict protocol should be followed, and staff should be thoroughly trained on each step. Practice sessions should be performed in order for staff to gain familiarity with the protocol and to assess competency in each aspect. Studies have shown that institutional training programs and proctored practice sessions significantly increase compliance with PPE (28). The importance of strict adherence to procedure as well as performing each step in a deliberate, unhurried manner should be stressed. Avoiding self-contamination while doffing is of the utmost importance and should be considered equally as important as correct donning. In a review of SARS infection control practices in six Toronto hospitals, 87% of healthcare workers infected after infection control precautions were implemented were unsure of how to properly don and doff their PPE (29). Removal of the PPE should be performed in a specific designated area, with the goal to ensure protection and prevent cross-contamination amongst healthcare personnel. Suggested donning and doffing sequence of both PPE and PAPR are shown in (Figure 2) (Video: Proper donning and doffing of PPE: https://youtu.be/_GWz5O773jk).

Figure 2 Donning and doffing PPE and PAPR. Reproduced with permission from Matthew Walter, Department of Infection Prevention and Epidemiology, University of Michigan. PPE, personal protective equipment; PAPR, powered air-purifying respirator.

General considerations for bronchoscopy in hospitalized patients with suspected or confirmed COVID-19

Bronchoscopy is discouraged and should not be a first-line testing modality for patients with suspected COVID-19 infection. An evaluation of viral shedding in 18 patients infected with SARS-CoV-2 revealed higher viral loads in the nasal cavity than in the throat, a similar pattern to that of influenza (30). A recent case report from China describes a patient with a high-risk history who required 3 separate tests to diagnose COVID-19, the last of which was positive after 11 days of symptoms. Of note, the positive result was obtained via a nasal swab, not bronchoscopy (31). Bronchoscopy may be considered to obtain a diagnosis in intubated patients with suspected COVID-19 and negative nasal/oropharyngeal swab and tracheal aspirate testing if that information might alter clinical or operational management. A bronchoalveolar lavage (BAL) sensitivity of 93% compared to 72% in sputum and 63% in nasal swabs has been demonstrated in a cohort of COVID-19 patients (32). In situations requiring additional testing, the bronchoscopist will have to weigh the potential clinical value of the results carefully prior to proceeding.

As stressed in other sections of this document, bronchoscopy should be avoided, if at all possible, in patients with suspected or confirmed COVID-19 infection. That being said, there are several potential situations in which bronchoscopy may be considered, which are summarized in Table 3. This list was compiled based on discussions amongst the authors and providers with experience treating COVID-19 patients in China, Italy, and Iran, as well as a literature search for the use of bronchoscopy in other respiratory viral outbreaks. The largest body of literature regarding diagnostic testing is found in association with H1N1 influenza, although it consists mostly of case reports. Anecdotally, there has been extensive use of bronchoscopy in China during the first phase of the COVID-19 pandemic. Thus far, there is no organized report of the Chinese bronchoscopy experience during the outbreak available. As such the possible indications represent extrapolation from prior outbreaks.

Table 3
Table 3 Potential indications for bronchoscopy in patients with suspected or confirmed COVID-19 after careful exclusion of non-bronchoscopic means
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Alternative diagnoses must still be considered even in the setting of an outbreak, some of which may be best detected by bronchoscopy. Metan et al. reported a renal transplant patient who was initially diagnosed with H1N1 influenza during an outbreak but who failed to respond to antimicrobial and antiviral treatment and subsequently was diagnosed with Pneumocystis jirovecii using a BAL specimen (33). Bronchoscopy may also have a role in diagnosing co-infections and COVID-19-related complications. Gabrilovich et al. reported a patient who was diagnosed with necrotizing tracheobronchitis secondary to MRSA co-infection in the setting of influenza H1N1 infection (34). Several authors have reported bronchoscopic detection of alveolar hemorrhage (35,36) or organizing pneumonia (37) complicating influenza H1N1 infection. Furthermore, co-infection with other respiratory viruses, such as rhinovirus and influenza, as well as secondary bacterial infections, has been previously described in outbreaks of coronavirus (MERS-CoV) and recently in COVID-19 by Ian Brown (38-42). As stated previously, the clinical benefit of using bronchoscopy to confirm a diagnosis of COVID-19 or detect co-infection or virus-related complications must be carefully weighed against the risk of bronchoscopy in propagating infection.

Therapeutically, bronchoscopy will likely have a limited role in patients with suspected or confirmed COVID-19 infection. Pulmonary toileting—the use of bronchoscopy to prophylactically clean out respiratory secretions, usually in intubated patients—is a frequent practice in infection-associated respiratory failure (43), though there is no literature supporting its use in the general population. There is some evidence supporting the use of toileting bronchoscopy in burn patients with pneumonia (44). We strongly recommend against the routine use of toileting bronchoscopy in COVID-19 patients. Therapeutic aspiration used to relieve bronchial obstruction with associated gas exchange consequences may be considered as an indication. This is especially true in light of anecdotal reports of occasional mucous impaction in some COVID-19 patients. There is precedent for this phenomenon in the literature in the setting of prior respiratory virus outbreaks. Personal communications with physicians in China, however, have reported primarily watery bronchial secretions in COVID-19 infections, akin to most ARDS patients, with thick secretions rarely seen and typically from a secondary cause (Jayuan Sun, MD, email communication, March 2020). Plastic bronchitis has been reported in several cohorts in the setting of H1N1 influenza and other viruses (45,46). Development of plastic bronchitis can result in life-threatening gas exchange abnormalities that may need bronchoscopic intervention. The risks (for both the patient and associated healthcare workers) and benefits must be weighed individually on a case-by-case basis. As with any patient with severe hypoxemic respiratory failure, bronchoscopy may precipitate further decompensation and should be carefully considered prior to being performed.


Staffing considerations

Only essential personnel should participate in these high-risk procedures in order to minimize the potential exposure to aerosolized particles and fomites. Visitors and students should not be allowed to participate. Trainee involvement in suspected and confirmed cases will be individually dictated by each institution. These recommendations are fluid and we recognize that these guidelines may change during emergency situations or when staff is limited.


Specimen handling

The standard specimen containers should be placed in biohazard bags while following universal precautions (gloves, eye protection, and standard mask). All specimen transport to the laboratory should follow routine protocols including universal precautions. In cases of suspected or confirmed COVID-19 infection, we recommend proactive communication with the receiving laboratory by double bagging specimens and labeling them as suspected or confirmed COVID-19. Double bagging involves first bagging the specimen in the patient’s room and then taking it out of the room and placing it into a separate pre-labeled specimen bag. Follow this process with immediate hand hygiene.


Mini bronchoalveolar lavage (mini-BAL) and other alternatives to bronchoscopy

In cases where bronchoscopy is being sought for alternative diagnosis, the use of protected mini-BAL can be considered as a substitute for traditional bronchoscopy. The technique involves insertion of a catheter or modified nasogastric tube through the endotracheal tube allowing for lower respiratory tract sampling. There is currently no published experience performing this procedure in patients with suspected or confirmed COVID-19. However, this technique has the potential to minimize the overall risk by reducing the number of healthcare workers and equipment present in the room. The test has shown similar bacteriological concordance to bronchoscopy for intubated patients with bacterial pneumonia (47) and ventilator-associated pneumonia (48); notably similar results were seen in immunocompromised patients for both bacterial and fungal etiologies (49). The clinical utility of mini-BAL in viral infections is not well understood. We have reason to believe, based on other chemical and biological markers, that the mini-BAL yield for lower airway cultures might be reasonably concordant with bronchoscopic methods for viral sampling (50). As there is currently no published experience performing this procedure with suspected or confirmed COVID-19 patients, we would consider this procedure in lieu of bronchoscopy if lower respiratory tract sampling was needed. Caution is advised when the catheter is both introduced and removed through the endotracheal tube adapter so as to minimize aerosolization of viral particles.


Airway management and bronchoscopy in a patient with suspected or confirmed COVID-19

Any airway manipulation or thoracic endoscopic procedure is considered an AGP and thus carries with it a high risk of infection to healthcare workers. In patients with suspected or confirmed COVID-19, increased vigilance and precaution must be taken in AGP to avoid contact with contaminated particles. In addition to standard practices listed above, such as hand hygiene, we recommend the following safety measures.

PPE

At a minimum, N95 masks and PPE (gloves, gown, face shield, and head cover) should be used for all suspected or confirmed cases of COVID-19 (see Table 2). A PAPR may also be used and may provide superior protection. N95 reuse or extended use is not recommended in these situations, however, we have seen widespread shortages of such protections and therefore these are considered extenuating circumstances where reuse or extended use may be necessary. Personal communication with physicians in heavily affected areas, such as Italy and China, reveal that many operators wear an N95 mask in combination with a PAPR out of an abundance of caution as droplet inhalation may occur during doffing. Based on data from the Ebola virus outbreak, 30% of experienced technicians would self-contaminate when removing a PAPR (51). Despite this, there is not enough evidence to suggest this as standard practice; this practice may also contribute to PPE shortages. N95 masks are in limited supply and we see no problem with wearing a general surgical mask with a PAPR. Disposable head covers and beard covers should be properly worn to reduce the risk of contaminating hands by touching hair that may have been exposed to droplets during AGP. Disposable fluid-resistant long-sleeved gowns and disposable full-face shields are recommended for frontline medical staff at risk of exposure. Double gloving is recommended as it has been shown to dramatically reduce contamination of intraoperative equipment during intubation (52).

Protocol for breach of PPE during an aerosol-generating procedure (AGP)

In patients with suspected or confirmed COVID-19 infection, the interruption of protective barriers requires immediate action. If this occurs, the exposed provider should interrupt the procedure immediately and relinquish it to a different provider. Backup providers should be available, if possible, to take over and complete the procedure. The provider who was exposed should be quarantined for 10 days if the source patient is confirmed as positive for COVID-19 (53). During this time, self-monitoring with temperature checks and symptom evaluation should occur every 12 hours and should be documented longitudinally.

Supervision by occupational health or the designated infection control group at the given facility should be established. The decision to test for COVID-19 should be made by the designated infection control team. Every effort should be expended to ensure that the exposed healthcare provider receives the best available care. The provider should be allowed to return to duty after either 2 negative nasopharyngeal swabs and resolution of symptoms or after at least 7 days have passed since symptoms first appeared combined with 72 hours free of symptoms. Local conditions may dictate alterations in this guidance. If this situation occurs, we recommend immediate consultation with the hospital’s designated infection control team.

Procedural considerations

We recommend avoiding all AGP in patients with suspected or confirmed COVID-19, however we recognize that this is not realistic. For each required procedure, we recommend the most experienced operator perform it, if possible, and that personnel be limited to an absolute minimum. PPE should be examined by a partner to ensure it is correct and properly placed. We do not recommend using high-flow heated nasal cannula or non-invasive positive pressure modalities (CPAP, BiPAP) outside of a negative pressure environment as this is believed to increase the aerosolization of SARS-CoV-2. Emergent intubations should be avoided, if possible, to reduce the risk of improper donning and doffing of PPE. Awake intubation should be avoided as well as the use of any atomized or nebulized local anesthetic as this may aerosolize the virus. Immediately preceding intubation, all necessary equipment should be prepared next to the patient with a pre-specified plan for its disposal or decontamination in order to limit the travel distance of contaminated equipment. Assisting staff should be limited to those essential to the procedure in order to reduce exposure. Identical PPE protocols should be used for both intubation and extubation. Consider prophylactic antiemetics prior to extubation to reduce the risk of vomiting and possible viral spread.

We recommend rapid sequence intubation in order to avoid potential aerosolization of the viral particles followed by intubation with a video-laryngoscope to improve first-pass success. Care should be taken to avoid contact with any surface other than the equipment and the patient. Efforts should be made to limit bagging during the preoxygenation phase and again after the endotracheal tube is placed. Ensure the cuff is inflated before connecting to the ventilator. Consider limiting placement confirmation to end-tidal CO2, oxygen saturations and observation of equal chest rise. Auscultation should not be performed, and chest X-ray should be avoided if possible. After intubation, the operator’s outer glove should be removed in order to place the soiled laryngoscope in it to reduce spread of contaminated particles (28). Equipment should be disposed of or decontaminated in accordance with each institution’s biohazard materials policy. Once intubated, a HEPA filter should be placed in between the endotracheal tube and the ventilator circuit. HEPA filters should also be used in between facemasks and reservoir bags.

During bronchoscopy, both the length of the procedure and removal and reinsertion of the bronchoscope should be kept to a minimum (27). It has been suggested that during bronchoscopy active suctioning placed very close to the endotracheal tube swivel connector during insertion and removal of the bronchoscope may remove viral particles and, therefore, potentially decrease transmission risk by aerosolization. This process may also be replicated during connector exchanges. There is currently no data to support this practice, however, as it does not require any additional resources and poses no risk to the operators or support staff, we feel this may be justified at this time. Consideration should be given to suspending ventilation during insertion and removal of the bronchoscope. Rigid bronchoscopy should be avoided if possible, and if necessary, should be used without jet ventilation (27).

We recognize that more data is needed regarding bronchoscopy in the setting of COVID-19. To that end, we strongly encourage anyone performing bronchoscopy on patients with suspected or confirmed COVID-19 to upload data into the GPS (Global Pandemic SARS-CoV-2) Bronchoscopy Database (https://redcap.vanderbilt.edu/surveys/?s=JCC4NAXD4K).

Tracheostomy is also a high-risk procedure due to aerosol generation. In general, this procedure should be deferred as long as possible due to high risk of infection of healthcare workers. We know from previous experience with the SARS outbreak that there may be patients in whom a tracheostomy becomes necessary throughout the course of this crisis (54). All patients in whom a tracheostomy is considered should ideally be negative for SARS-CoV-2 (55). If a rapid test is available and supplies are not limited, consideration can be given to requiring 2 negative tests, performed 24 hours apart. If tracheostomy is undertaken (open or percutaneous), a bedside procedure in a negative pressure room is preferred for infection control purposes. The same PPE and precautions as listed above for bronchoscopy and intubation should be strictly followed. There are critical procedural considerations and additional precautions for such a high-risk procedure to ensure the safety of all members of the healthcare team (Table 4). As always, careful consideration of the risks and benefits of the procedure must be undertaken.

Table 4
Table 4 Tracheostomy: procedure and precautions in patients with suspected or confirmed COVID-19 (adapted from Dr. Stephen Chinn, University of Michigan, Department of Otolaryngology-Head and Neck Surgery Guidelines)
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Airway management and bronchoscopy in patients not suspected of having COVID-19

Because there are reports of transmission before symptoms are present, we suggest an escalation of standard precautionary practices, such as hand hygiene and PPE use. This guidance is subject to change relative to local supplies of these materials. We now see that some geographic areas are inundated with COVID-19 positive patients and in these areas of heavy community spread, it may be necessary to consider all patients as suspected of being infected with SARS-CoV-2. We also recommend alterations in the usual manner in which AGPs are performed

PPE

PPE should be available for all providers and appropriate protocols followed, as previously outlined. In addition to standard PPE (gown and gloves), we recommend a hair bonnet, full-face shield and N95 mask for AGP to reduce possible exposure to respiratory droplets or viral particles. PAPR may be substituted for an N95 mask and face shield if a properly fitted N95 is not available.

Procedural considerations

Several considerations should be taken when performing AGP, such as intubation, extubation, tracheostomy care and bronchoscopy, even in patients not suspected of having COVID-19.

Routine tracheostomy changes in patients with chronic tracheostomy tubes should be delayed unless there is malfunction of the tube itself. Changes are associated with strong cough reflex and aerosolization of secretions. Ventilation in patients with tracheostomy tubes should include a closed system and suction catheters in line with the tube.


Infection control considerations for the use of bronchoscopes in suspected or confirmed COVID-19 patients

Previous reports have shown possible cross-contamination of bronchoscopes, specifically for bacterial infections (56). Damage to the scopes, as well as inadequate reprocessing, has been implicated. Therefore, we must assume there is a risk of cross-contamination with SARS-CoV-2 under such conditions. Bronchoscopes are listed as “semi-critical devices” according to the Spaulding classification (57), as they do not enter the vascular system as critical devices do. However, a high-level disinfection process must be used at a minimum.

The SARS-CoV-2 virus has a lipid envelope structure that makes it more resistant to disinfection by enzymatic detergents; therefore, use of these cleaners alone is not sufficient for reuse of the bronchoscope. Additionally, all bronchoscopes should be carefully inspected after use, including undergoing a leak test. Any scope that fails the leak test should immediately be removed from service, as it is not possible to fully sterilize the scope. Only after the leak test is completed and passed should enzymatic cleaner be used on the scope. After this process, it is necessary for the scope to undergo high-level disinfection process or gas sterilization.

Guidance from the CDC outlines specific processes to follow for post-procedure cleaning/sterilization (58). These steps include pre-cleaning, leak-testing, manual cleaning, and visual inspection followed by disinfection/sterilization. Proper storage and documentation are also an integral part of the reprocessing workflow. Detailed logs are recommended in the case of an outbreak or need for epidemiologic investigation. High-level disinfection can be done manually or by using an automated endoscope reprocessor. Any personnel handling a contaminated bronchoscope must wear PPE at all times including gown, gloves, mask and eye shield.

If the procedure is performed in an ICU or other non-endoscopy-related area, the scope must be externally wiped, and the channel should be flushed with water. PPE is required at all times during this procedure. The scope should then be placed in a sealed protective bag or container for transport to the reprocessing unit and labeled appropriately.


Single-use (disposable) flexible bronchoscopes

Considering the above information, it could be hypothesized that the use of a single-use, disposable bronchoscope might offer specific advantages. In addition to avoidance of reprocessing equipment, there may be other advantages to using a single-use bronchoscope. As most of these bronchoscopes are attached by a single cord to a monitor, less equipment is involved in set-up, post-procedure disinfection and transport (see Figure 3). Additionally, most single-use bronchoscopes would only need a single user to operate, which may decrease the number of personnel required to assist with the procedure. While there are multiple vendors who sell these single-use bronchoscopes (Ambu, Glidescope), not every facility has access to this equipment, and thus local resources will dictate their use.

From a cross-contamination standpoint, assuming well-controlled reprocessing and an undamaged scope, it is unclear if a single-use bronchoscope truly offers any advantages over a standard flexible bronchoscope in the setting of a suspected or confirmed patient with COVID-19 infection. However, there are several other reasons that a single-use bronchoscope could offer advantages in this setting, as mentioned above. The traditional bronchoscope has its own advantages including operator familiarity and improved vision (including high definition on some systems). We therefore cannot make a specific strong recommendation for either platform, and defer to local factors.

After an AGP such as bronchoscopy or intubation, it is critical to ensure that a thorough decontamination of the area is performed. This includes all surfaces in the room as well as any equipment that was brought into the room. Recent literature shows that the SARS-CoV-2 virus can remain aerosolized for up to 3 hours and can be found on surfaces for up to 3 days, depending on the surface type (59). Questions regarding room turnover time will depend on how many air changes per hour occur in the given room at each facility. According to the Facility Guidelines Institute’s 2010 Guidelines for Design and Construction of Health Care Facilities, negative-pressure bronchoscopy rooms under construction or renovation require a minimum of 12 total air exchanges per hour in order to provide dilution and exhaust of contaminated air (60). At this rate, after 23 minutes 99% of particles will be exchanged and, after 35 minutes, 99.9% of particles will be exchanged (61). Existing facilities require a minimum of 6 total air exchanges per hour. These rooms require outside exhaust or HEPA-filtering if recirculated.

Figure 3 Single-use flexible bronchoscopes compared to traditional flexible bronchoscope set-up. (A) Ambu® aScopeTM with aViewTM monitor; (B) Glidescope® BFlexTM; (C) Olympus® EVIS EXERA IIITM platform.

Concluding remarks

While hospital protocols are rapidly changing with the advent of the COVID-19 pandemic, core priorities remain—providing appropriate medical care to patients and protecting healthcare workers. In this document, we have outlined suggestions for bronchoscopy and airway management amid this global emergency. These recommendations are based on the most up to date literature available at the time of this writing. We have applied levels of evidence to each recommendation while acknowledging that randomized controlled trials are rarely available so early in a pandemic (Table 5). Therefore, some of this information has been extrapolated from similar viral outbreaks, as well as from published guidelines and expert opinion related to COVID-19. We would like to highlight that bronchoscopy is strongly discouraged in the vast majority of cases of suspected or confirmed COVID-19, though we have provided considerations and precautions that can be used if bronchoscopy is absolutely necessary. We also recognize the challenge in stratifying outpatient airway procedures in non-suspected COVID-19 patients and have outlined recommendations for classification according to indication and urgency. We believe that protection of healthcare staff is paramount and emphasize the many benefits of proper PPE use for specific clinical scenarios.

It is our intent that the recommendations and considerations below translate into a valuable resource to providers, institutions, organizations, patients, and communities we all serve. We recognize there are limitations in these guidelines, and we plan to release updated information from the literature as it becomes available. Lastly, we advocate for further research to advance the scientific knowledge of how to best cope with the challenges surrounding COVID-19.

Table 5
Table 5 Graded recommendations for bronchoscopy and airway management amid COVID-19 pandemic
Full table

Acknowledgments

The authors thank Laurie LaRusso, MS, ELS, for editorial assistance paid for by the Society for Advanced Bronchoscopy. We also wish to thank Dr. Stephen Chinn, University of Michigan, Department of Otolaryngology-Head and Neck Surgery, for assistance with considerations for tracheostomy.

Funding: None.


Footnote

Conflicts of Interest: All authors have completed the ICMJE uniform disclosure form (available at http://dx.doi.org/10.21037/jtd.2020.04.32). MAP reports personal fees from Medtronic, BodyVision, Intuitive Surgical, Philips, Biodesix, AstraZeneca, Johnson & Johnson, United Therapeutics, Actelion, Pfizer, Ambu, and Boston Scientific and other from Inivata, all outside the submitted work; his wife is an employee of Medtronic. AB reports personal fees from Cook Medical and Change Healthcare, outside the submitted work. JDC reports personal fees from Restor 3D, Medtronic, Cook Medical, other from Intuitive Surgical, and personal fees and other from Pinnacle Biologics, outside the submitted work. GC reports personal fees from Boston Scientific, Medtronic, Pinnacle Biologics, Restor 3D, and grants from Intuitive Surgical, all outside the submitted work. GCN reports personal fees from Auris - Consulting for robotic bronchoscopy, outside the submitted work. CFP has nothing to disclose. JS reports personal fees from Somnoware Sleep Solutions and Medtronic, Inc, outside the submitted work. JT reports personal fees from Olympus/Spiration, outside the submitted work. MZ reports personal fees from Pulmonx, outside the submitted work. EF reports personal fees from Medtronic and Boston Scientific and grants from Intuitive Surgical, outside the submitted work. CLO has no conflicts of interest to declare.

Ethical Statement: The authors are accountable for all aspects of the work in ensuring that questions related to the accuracy or integrity of any part of the work are appropriately investigated and resolved.

Open Access Statement: This is an Open Access article distributed in accordance with the Creative Commons Attribution-NonCommercial-NoDerivs 4.0 International License (CC BY-NC-ND 4.0), which permits the non-commercial replication and distribution of the article with the strict proviso that no changes or edits are made and the original work is properly cited (including links to both the formal publication through the relevant DOI and the license). See: https://creativecommons.org/licenses/by-nc-nd/4.0/.


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Cite this article as: Pritchett MA, Oberg CL, Belanger A, De Cardenas J, Cheng G, Nacheli GC, Franco-Paredes C, Singh J, Toth J, Zgoda M, Folch E. Society for Advanced Bronchoscopy Consensus Statement and Guidelines for bronchoscopy and airway management amid the COVID-19 pandemic. J Thorac Dis 2020;12(5):1781-1798. doi: 10.21037/jtd.2020.04.32