Guidelinesfor Optimal
in Echocardi
Recommendations of the American Society
of Echocardiography Committee for Physician
Training in Echocardiography
ALAN S. PEARLMAN, MD, Chairman, JULIUS M. GARDIN, M
RANDOLPH P. MARTIN, MD, ALFRED F. PARISI, MD, RICHARD L. POPP,
MIGUEL A. QUINONES, MD, and d. GEOFFREY STEVENSON, MD
Over the past few years, the clinical use of echocardiography has continued to expand. Echocardiographic techniques are used widely to define normal
and abnormal cardiac anatomy, evaluate cardiac
chamber sizes and dynamics, assess valvular and
pericardial diseases, detect intracavitary masses,
measure pressure gradients across discrete stenoses, determine flow volumes, detect and assess the
severity of valvular regurgitation, demonstrate and
quantitate intracardiac shunts, and measure the timing of cardiac events. These and related applications have led to the increasing use of echocardiography in the diagnostic evaluation of many cardiac
disorders. Echocardiography
requires considerable
theoretical knowledge, technical skill and practical experience to be used in an optimal manner.
Previous publications have suggested guidelines for
physician training in the techniques of M-mode and
2-dimensional echocardiography.
The clinical applications of echocardiography
continue to grow, however, and Doppler techniques for evaluating blood
flow have become an established component of the
echocardiographic
evaluation of many disorders.
This article presents the current recommendations
of the American Society of Echocardiography
as to
the background knowledge, the nature and amount
of practical experience, and the type of training site
that are optimal for the training of physicians who
take responsibility for the conduct and interpretation
of echocardiographic
studies.
(Am J Cardiol 1987;80:158-163)
s
ocieties that represent professionals who practice certain cardiovascular diagnostic techniques have
from time to time set forth what they consider to be
optimal standards for the performance and utilization
of these techniques. l-lo In the case of noninvasive
evaluation of cardiac structure and function using ultrasonic techniques, the American Society of Echocardiography has provided direction. This Society, representing more than 3,000 physicians and sonographers
who practice echocardiography, has published recommended measurement standards for M-mode echonomenclature
and display standards
cardiography,ll
for 2-dimensional
echocardiographic
images,12 and
techniques and applications for contrast echocardiography.13 In addition, this Society has prepared documerits* that establish standards for physician training
in M-mode and 2-dimensional
echocardiography,
education and training of the sonographer,15 identification of myocardial wall segments,l” terminology and
display conventions for Doppler echocardiography,17
and nomenclature for cardiac septa.18
Continuing evolution of 2-dimensional echocardiographic techniques and applications, coupled with the
explosive growth of Doppler echocardiography
over
the past several years, has stimulated the American
Address for reprints: Alan S. Pearlman,
Cardiology, RG-22, University of Washington,
ton 98195.
*These documents are available by request from the American Society of Echocardiography,
P.Q. Box 2598, Raleigh, North
Carolina 27602.
MD, Division of
Seattle, Washing158
July 1, 1987
Society of Echocardiographyto instruct the Committee for Physician Training in Echocardiography to
develop updated guidelines for optimal physician
training in the field of echocardiography.The guidelines that follow represent the current recommendations of the American Societyof Echocardiographyfor
the training of physicianswho are responsiblefor the
performance and interpretation of echocardiographic
examinations.
GeneralOverview
The comprehensiveechocardiographicevaluation
of the patient with known or suspectedheart disease
may involve the useof severalrelated diagnosticultrasonic techniques:M-mode, Z-dimensional and Doppler echocardiography.In a given patient, any or all of
thesemodalities may be usedto assessthe nature and
severity of a suspectedcardiacdisorder.In somecases,
contrast echocardiographictechniques, stress echocardiography or invasive echocardiographicstudies
may also be appropriate. We consider these to be a
family of diagnostictechniques,and will refer to them
under the general term “echocardiography.”Each of
thesetechniqueshasits set of specific underlying principles, instrumentation, applications, advantagesand
shortcomings.Nonetheless,we emphasizethat these
are related and usually complementary techniques;
they are not competing diagnostic procedures to be
used independently. For this reason,physicians who
take responsibility for the performance and interpretation of echocardiographic studies should have a
clear understanding of the fundamental principles
of M-mode, &dimensional and Doppler echocardiography, and practical experience with all of these
techniques.
This documentset forth our recommendationsasto
what constitutes optimal physician training in echocardiography, rather than establishing requirements
for training in cardiac noninvasive diagnostictesting.
We recommend relatively extensive exposureto the
theoreticalprinciples and the practical applicationsof
the various echocardiographictechniques.We believe
that, althoughit may not always be easyto accomplish,
adherenceto theseguidelines will increasethe likelihood that echocardiographicstudies will yield accurate and clinically meaningful data,thereby leading to
improved patient care.
Echocardiographicstudies are relatively inexpensive compared with other forms of cardiac diagnostic
testing, and the necessaryinstrumentation is readily
available from a number of manufacturers. Because
thesestudiesare noninvasive and apparentlynoninjurious, and becausethey provide valuable diagnostic
information in a wide variety of cardiac disorders,
many physicians [cardiologists and noncardiologists]
may be tempted to consider providing echocardiographic services.Although it is neither our intent nor
our desire to restrict the performance and use of highquality echocardiographicstudies, it is our firm conviction that substantial training is needed to provide
optimal echocardiographicservices.In other words, it
is much more difficult to acquire the necessaryskills
than to purchasethe needed equipment. Echocardio-
THE AMERICAN
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graphic examinationsarenot automatedor technically
routine; transducer positioning, instrument controls
and examination technique all must be adaptedto the
patient being studied and the problems being evaluated.The physician responsiblefor the conductand content of echocardiographicstudiesmust be thoroughly
familiar with thesetechnical details in order to evaluate the quality of the data and arrive at the proper
diagnosticconclusions.The responsiblephysician also
must be familiar with normal and abnormal cardiac
structure,dynamics and blood flow. Finally, the proper use of echocardiographicfindings for clinical decision-making requires not only significant expertisein
echocardiography,but also substantialunderstanding
of cardiovasculardiseasein general.Thus, physicians
responsible for echocardiographic studies need to
have considerable skills, and these skills are not acquired quickly.
Physicianswho supervise echocardiographicstudies and interpret the significance of the findings must
be not only capable of interpreting the findings, but
also trained and adequatelyskilled in performing the
examination, One must know how to acquire echocardiographic recordingsin order to judge the technical
quality and reliability of the data. Moreover, the recording of echocardiographic images and Doppler
flow waveforms provides an ideal means to learn the
tomographicanatomy of the heart, permits the operator to define the spatial relation betweendifferent cardiac structuresand assistsin the understandingof flow
dynamics. In addition, performance of the study is an
invaluable aid to recognizingthe audible Doppler frequenciesthat characterizecardiovascularblood flow.
Although most clinical echocardiographicstudies in
the U.S. now areactually performed by trained technical personnel, often the responsible physician may
need to perform part or all of the examination in order
to clarify incomplete or confusing findings. He or she
must alsobe knowledgeablein examinationtechnique
in order to provide appropriate supervision to others
who perform echocardiographicstudies.The person
performing thesestudiesmust have not only considerable technical ability but alsothe experienceandjudgment to evaluatethe findings accurately,immediately
and continuously during data acquisition. Otherwise,
adequatedata may not be recorded and the results of
the study may be inconclusive, misleading or erroneous.For all of thesereasons,the supervisingphysician
must be skilled in examination techniques as well as
diagnosticinterpretation in order to ensurestudies of
optimal technical (and thus diagnostic] quality.
The echocardiographicexamination should answer
thosequestionsposedby the referring physician,but it
should alsoattemptto detectand quantitateabnormalities that may be clinically inapparent or unsuspected.
In this way, individual patients will receive the greatest benefit from thesestudies.
Recommended
BackgroundKnowledge
Physicians who take responsibility for the performance and interpretation of echocardiographicstudies should have: (11 a detailed understanding of the
physical principles of image formation and blood flow
160
PHYSICIAN
TRkiNING
‘N ECHOC,4FXDEOGRAPhY
velocity measurement using ultrasound; (4 substantial
familiarity
with echocardiographic
instrumentation
and an understanding
of how to use it properly and
safely; (3) a thorough knowledge of cardiac anatomy,
physiology, hemodynamics
and pathology; (4) a detailed understanding of the fluid dynamics of normal
and abnormal cardiovascular blood flow; [5) substantial familiarity with the echocardiographic
techniques
used to evaluate cardiovascular
anatomy, dynamics
and blood flow in the clinical setting; (6) the experience needed to recognize and interpret both normal
and abnormal images and blood flow patterns and the
ability to relate these findings to anatomic, physiologic,
hemodynamic and pathologic findings: (7) experience
with cardiac auscultation, electrocardiography,
chest
radiography, cardiac catheterization and angiography,
and other cardiac diagnostic techniques, in order to
relate echocardiographic
findings to the results of
these examination methods, when available; (61 an understanding of the clinical problems of each patient
and the presumed differential diagnoses; and (9) the
ability to use echocardiographic
techniques to investigate these differential diagnoses.
These guidelines also set forth our recommendations for the nature and amount of practical training
that we believe appropriate for those physicians who
will be responsible for echocardiographic
studies. It is
ideal when this experience can be gained during a
period of formal training in a well-established
cardiac
noninvasive laboratory. Such a training program will
enable the physician-trainee
to acquire, in a supervised setting, a working knowledge of the physical
principles and the various techniques of echocardiography, and it will allow him or her to become sufficiently skilled and experience to perform and interpret echocardiographic
studies independently.
The
physician-trainee
must become familiar with normal
and abnormal images of cardiac structure and dynamics, and must learn to recognize the audible patterns of
normal and pathologic blood flow. Optimally, the
training program will allow the physician-trainee
to
develop experience in evaluating the wide variety of
diagnostic challenges seen in an active, hospital-based
echocardiographic
practice.
Recommended
Practical Experience
Physicians training in echocardiography
ideally
should spend a specified period of time in an active
echocardiographic
laboratory, working under the direction of an established and experienced physicianechocardiographer
who has achieved at least level 3
competence [Table I). The rate at which a given physician-trainee becomes skilled in performing and interpreting echocardiographic
studies will depend on his
or her previous training, knowledge and technical
abilities, the number and type of patients examined,
and the teaching abilities of the laboratory personnel
and the physician-supervisor.
We recommend that
each trainee keep a log of those studies that he
or she has performed or interpreted during training,
including the procedures performed and the diagnoses
made.
ractical experience
re
cians in cardiology training
The recent Bethesda Conference on Adult Cardiology
TrainingI recommended 3 levels of training in echocardiography for cardiology fellows, leading to 3 corresponding levels of expertise. The first, or basic, level of
training would be an introductory
experience designed to familiarize every cardiology fellow with the
techniques, applications and shortcomings of echocardiography; its completion would not qualify the trainee to perform or interpret echocardiograms independently. The second, or intermediate, level of training
would provide sufficient additional
experience to
qualify the trainee to take independent responsibility
for the performance and interpretation of echocardiographic studies. The third, or advanced, level of training would provide enough expertise to qualify the
trainee to direct an echocardiographic laboratory in an
academic or community hospital, or a group practice
setting. We endorse these three tiers of training [Table
I] as appropriate.
All cardiology trainees should spend approximately 3 months undergoing
a period of introductory
training in echocardiography.
This period of training
should be devoted primarily to echocardiography;
the
trainee should not be expected to spend more than
20% of his or her time in other clinical activities. During this introductory
period of training, each fellow optimally should perform and interpret at least
150 echocardiographic
imaging studies, using both
&dimensional
and M-mode techniques. The fellow
should also perform and interpret at least 75 Doppler
examinations during this same period of training. Although we recommend a smaller number of Doppler
examinations than echocardiographic imaging studies,
this should not be interpreted to mean that Doppler
studies are relatively unimportant. We believe that a
basic understanding of tomographic cardiac anatomy
and dynamics provides a helpful framework for learning and understanding
Doppler evaluation of blood
flow dynamics, and we recognize that in many laboratories, Doppler studies are not performed in all patients (although the percentage in whom these studies
are done is increasing). All echocardiographic
studies
should be performed “in a noninvasive echocardiographic laboratory which is under the direction of an
established physician echocardiographer
who oversees the performance and interpretation
of all studies.“14 Such a period of intensive study should allow
the physician-trainee to develop an appreciation of the
principles of echocardiographic
imaging and instrumentation, the techniques of patient examination, the
tomographic anatomy of the heart and great vessels,
and cardiac dynamics as visualized by both 2-dimensional and M-mode echocardiography.
The trainee
also would become familiar with Doppler principles
and instrumentation,
examination
techniques, and
both audible and graphic outputs of Doppler data. This
experience will give the physician-trainee
better insight into how echocardiography can be used to assess
cardiac anatomy and function and lead to a better
understanding of the clinical indications for echocar-
July 1, 1987
TABLE I
Duration
Physicians
1
Level
2
Introductory
Sufficient
in Cardiology
experience
experience
to
take independent
responsibility for echocardiographic
Level
3
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OF CARDIOLOGY
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161
Levels of Training in Echocardiography
Objectives
Level
THE AMERICAN
Sufficient
No. of Cases
Training
Program
3 months
160 2-D/M-mode
examinations
75 Doppler examinations
3 additional
150 P-D/M-mode
months (beyond level 1)
150 Doppler
6 additional
450 examinations
months (beyond level 2)
both imaging
examinations
examinations
studies
expertise
to
direct an echocardiography
laboratory
Physicians
Responsibility
Post-Cardiology
for per-
formance
and interpretation
of echocardiograms
(using
and Doppler)
Training
variable;
250-300
level of
achievement
mode and Doppler
equivalent
patients
(2-D/Mexamina-
tions)
to
level 2 above
Direct echo laboratory
hospital or large group
in
practice
variable;
level of expertise
450 patients
and Doppler
(2-D/M-mode
examinations)
equiv-
alent to level
3 above
2-D
= 2dimensional.
diographic evaluation. It should also help the physician-trainee to better appreciate the difference between adequate and inadequate echo/Doppler
data.
For the cardiology trainee to be considered sufficiently experienced to take full responsibility for independent interpretation
and reporting of the findings
and significance of echocardiographic
studies, additional supervised experience in performing and interpreting at least 150 echocardiographic
imaging studies
and 150 Doppler blood flow evaluations, over a period
of approximately 3 months, is recommended. During
this second period of practical experience, the trainee
should not be assigned other major responsibilities.
This additional practical training period is intended to
provide the physician-trainee
a substantial body of
experience in assessing abnormalities of cardiac structure and dynamics, measuring cardiac chamber and
wall dimensions, quantitating
ventricular
function,
determining flow velocities, calculating pressure gradients, computing flow volumes, determining the severity of regurgitant lesions, detecting and measuring
shunts, and defining the timing of events during the
cardiac cycle. Ideally, this period of training should
provide exposure to a broad range of patients and clinical problems, with particular emphasis on the kinds of
patients and disorders most likely encountered in the
physician-trainee’s
actual practice. At the end of this
second period of training, the cardiology fellow should
have achieved a level of experience and competence
sufficient to allow him or her to function independently in an established echocardiography
laboratory.
For cardiology fellows who plan to direct an echocardiography laboratory, we recommend an additional 6-month period of training. During this period,
which again should be devoted primarily to echocardiography, the cardiology trainee should perform or interpret an additional 450 echocardiographic
studies,
including both echocardiographic
imaging and Doppler techniques. This additional training, which should
involve patients with a wide variety of acquired and
congenital cardiac disorders, would provide the trainee with sufficient experience so that he or she could
take full responsibility for supervision and training of
cardiac sonographers, performance
of echocardiographic studies when appropriate, interpretation
of
echocardiographic
studies, supervision of physicians
training in echocardiography,
and the integration of
echocardiography into the overall activities of the cardiology program at his or her institution. For a cardiology trainee to attain this level of expertise, a total
of 1.3 months of intensive training, involving echo/
Doppler studies in a total of at least 750 patients, is
recommended.
Practical experience
recommended
for physicians after cardiology training (i.e., in practice): This
situation creates a dilemma. We realize that a period of
intensive study such as that described may not be easily accomplished for many physicians who already
have completed their formal training in cardiology,
given the constraints of their clinical practices. On the
other hand, we also recognize the technically demanding nature of ultrasonic imaging and Doppler exami-
nations, know that performing a.ndinterpreting these
studiesboth requi:resubstantial.s!kili, and believe that
a significant mnm~~n.~: of guidancefrom an experienced
physician-echocardiographeris highy desirable. In
this regard, it may be useful to consider the training
needed to perform an.d interpret electrophysiologic
studies or the expertise needed to select appropriate
candidates for percutaneous ,transluminal coronary
angioplasty and to perform th.e dilation procedures.
Physicians who have had no formal training in these
tecniques certainly can retrain and thereby become
competent in one or another of these areas,but not
without significant effort. We believe that echocardiographyis similar in complexity, and these considerations lead us to suggestthat achievementof a level of
expertiseequivalent to that recommendedfor cardiologyfellows (Table I) is also desirable for the physician
in practice who wants to perform or interpret, or both,
echocardiographicstudiesindependently. This is particularly true for physicians who will be responsible
for hospital-basedechocardiographiclaboratories,becausethey are likely to be called on to evaluate critically ill patients in whom diagnosticinformation must
be obtained efficiently and accurately.
It is difficult to specify the length of training needed
for the physician in practice to achievea level of competenceequivalent to that of a cardiology fellow who
hashad 6 months (or more) of formal training in echocardiography, because practicing cardiologists come
from a variety of backgrounds.In general, physicians
who have finished fellowship optimally should perform and interpret echocardiographicstudies in at
least 250 to 300 patients before they consider themselvessufficient in expertiseto make independent diagnosticjudgments and to use these results to determine patient management. Some of these studies
could be performed in the trainee’s own institution,
but it would be optimal if most of thesepatient studies
were performed and interpreted under the supervision of an experienced physician-echocardiographer,
and these studies should include both imaging and
Doppler echocardiographictechniques. Many physicians who have finished cardiology fellowship training already have had experiencewith M-mode and 2dimensional echocardiography;their familiarity with
echocardiographic anatomy and cardiac dynamics,
their knowledge of hemodynamics,and their ability to
correlate echocardiographicfindings with other clinical and laboratory data will certainly help them to
learn Doppler echocardiography.We encouragepracticing cardiologistswho wish to useechocardiographic
techniques in an optimal manner to obtain intensive
instruction in both performing and interpreting echocardiographicimaging and Doppler studies,whenever
feasible, in a laboratory experiencedwith thesetechniques. In some instances,it may be more realistic for
the physician in practice to obtain this training as an
aggregateof multiple blocks of time.
TrainingSite
It is optimal when training in echocardiographycan
be obtained as part of a formal, full-time cardiology
training program. This training program should have
an establishedechocardiographiclaboratory run by a
full-time physician-director who is experiencedin all
phasesof echocardiography,and who has achievedat
least Level 3 competence.Optimally, the echocardiography laboratory should be located within an active
medical institution that has both inpatient and outpatient services, critical care and coronary care units,
cardiac catheterization/angiographic facilities, a
cardiac surgical program and an active emergency
room.The echocardiography laboratory should perform echocardiographicstudies on at least 1,000patients per year, and shouldbe experiencedin M-mode,
&dimensional and Doppler techniques. As novel
developmentssuch as color Doppler flow imaging becomeavailable and clinically useful, the relevant techniques and clinical applications also should be incorporatedinto the training program.Familiarity with
related special proceduressuch as contrastechocardiography,stressechocardiographyand invasive echocardiographictechniquesis also desirable. The range
of patient problems and noninvasive findings seen in
such a setting, and the availability of hemodynamic
and anatomic data for comparison,should afford the
physician-traineea broad exposureto the clinical applications of echocardiography.
ContinuingEducation
The techniquesand clinical applications of echocardiographyare evolving rapidly, and there is every
reason to expect this evolution to continue in the
future. Therefore, all physicians responsible for the
performanceand interpretation of echocardiographic
studies,whether they were trained aspart of a formal
cardiology fellowship training program or obtained
equivalent post-fellowship training, should maintain
active and ongoingcontinuing educationin this field.
They should seek to compare the quality, completeness and results of their echocardiographicstudies
with those presentedin professional journals and at
scientific meetings. Wherever possible, they should
also assessthe validity of their findings in patients
undergoingcardiac catheterization,cardiac surgeryor
postmortem examination.
A wide range of continuing medical educational
programs is available to provide the practicing
physician-echocardiographerwith ongoingupdatesin
echocardiographictechniquesand applications.These
programs also provide the physician with a mechanism for assessinghis or her skills and proficiency.
However, short postgraduatecoursesand brief workshopsof 1 week or less,althoughwidely available and
often of good quality, are not sufficient in scope or
depth to constituteby themselvesadequatetraining in
technical or interpretive skills. These courses and
workshops are a meaningful supplement to formal
training, and they may provide a useful overview of
the field, a helpful framework for further learning,
and a valuable exposureto new concepts.However,
by themselves,they clearly do not provide the degree
of experienceneeded to perform and interpret echocardiographic studies independently.
In conclusion, optimal use of echocardiographic
techniquesfor diagnosisand clinical decision-making
July 1, 1987
is based on a great deal of theoretical knowledge, important technical abilities, and significant clinical experience with echocardiographic
applications. Proper
development of these skills requires substantial training, which optimally should be carried out under the
guidance of an experienced physician-echocardiographer. We recommend 3 levels of training (introductory, intermediate and advanced] in echocardiography
for cardiology fellows, and recommend that physicians who have already completed their fellowship
training attain equivalent levels of expertise appropriate to their needs. We believe it ideal when this training is carried out as part of a formal cardiology training
pyogram. Finally, we recognize that the guidelines we
have proposed provide only a general framework for
training in the rapidly evolving field of echocardiography. Thus, special expertise [beyond the guidelines
recommended here) may well be needed for the physician who uses echocardiography for specialized applications such as complex congenital heart disease,
transesophageal echocardiography or invasive studies.
Acknowledgment:
In preparing the current recommendations, we have tried to maintain consistency with previous documents that dealt with physician training in echocardiography,
whenever that
appeared appropriate. Accordingly, the current guidelines were formulated keeping in mind the reports of
the Inter-Society Commission for Heart Disease Resources-Echocardiography
Study Group,2 the American Society of Echocardiography Committee on Physician Training in Adult M-Mode and Two-Dimensional Echocardiography,l4
and the 17th Bethesda
Conference: Adult Cardiology Training-Task
Force
IV: Training in Echocardiography.lg
Similarities between the current report and these predecessors are
unavoidable and intentional.
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