GERD (chronic, empiric-to-maintenance)
Encounter flow
12/12 authoredCanonical 12-phase frame with authored status for this dossier.
Frame
Confirm GERD scope: typical reflux symptoms amenable to empiric PPI vs refractory GERD vs Barrett surveillance (ACG 2022 Katz)
pathway assigned: empiric, refractory, or Barrett
Patient inputs (14)
EGD threshold for alarm symptoms; Barrett risk stratification (ACG 2022 Katz)
Male sex is Barrett risk factor (AGA 2024 Barrett)
Prior PPI response defines empiric vs refractory pathway (ACG 2022 Katz)
Chronic heartburn >5 yr + 3 Barrett risk factors = EGD screening (AGA 2024 Barrett)
NSAIDs, bisphosphonates, calcium channel blockers worsen GERD; PPI drug interactions (ACG 2022 Katz)
Symptom frequency guides empiric vs step-up PPI (ACG 2022 Katz)
Dysphagia, odynophagia, weight loss, GI bleeding, anemia, vomiting = EGD indication (ACG 2022 Katz)
EGD for alarm symptoms, refractory GERD, Barrett screening/surveillance (ACG 2022 Katz; AGA 2024 Barrett)
Ambulatory pH-impedance testing for refractory GERD — gold standard (Lyon Consensus 2018)
High-resolution manometry pre-surgical evaluation or if motility disorder suspected (ACG 2022 Katz)
Obesity is independent GERD risk factor; weight loss is therapeutic (ACG 2022 Katz)
Barrett/EAC family history raises screening priority (AGA 2024 Barrett)
Smoking is Barrett risk factor (AGA 2024 Barrett)
Anemia screen if alarm symptoms (iron-deficiency from erosive esophagitis or Barrett) (ACG 2022 Katz)
* = hard-required. Engine cannot meaningfully run until these are filled.
Severity triggers (3)
- informationalseverealarm_symptoms_presentDysphagia, odynophagia, GI bleeding, iron-deficiency anemia, unintentional weight loss, or recurrent vomiting in GERD patient (ACG 2022 Katz)Trigger could not be auto-evaluated — needs clinician judgement.
- informationalseverebarrett_with_hgdBarrett esophagus with high-grade dysplasia confirmed on expert pathology review (AGA 2024 Barrett)Trigger could not be auto-evaluated — needs clinician judgement.
- informationalmoderatesevere_erosive_esophagitisLA grade C or D erosive esophagitis on EGD (ACG 2022 Katz)Trigger could not be auto-evaluated — needs clinician judgement.
Workflow calculators
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Recommended regimen
GERD empiric PPI step-up / step-down / maintenance — ACG 2022 Katz- omeprazolefirst linePPI20 mg PO daily 30 min before breakfast • PO • dailyACG 2022 Katz — standard-dose PPI x 8 wk is first-line diagnostic-therapeutic maneuverrxcui 7646
- lansoprazolefirst linePPI30 mg PO daily 30 min before breakfast • PO • dailyACG 2022 Katz — alternative standard-dose PPIrxcui 17128
- esomeprazolefirst linePPI20 mg PO daily 30 min before breakfast • PO • dailyACG 2022 Katz — alternative PPI; S-isomer of omeprazolerxcui 283742
- pantoprazolefirst linePPI40 mg PO daily 30 min before breakfast • PO • dailyACG 2022 Katz — alternative PPI; fewer CYP2C19 interactionsrxcui 40790
- rabeprazolefirst linePPI20 mg PO daily • PO • dailyACG 2022 Katz — alternative PPIrxcui 114979
- dexlansoprazolefirst linePPI30 mg PO daily • PO • dailyACG 2022 Katz — dual-release PPI; may be taken without regard to mealsrxcui 816346
outpatient playbook — drug actions (5)
- 1. PPI standard dose daily x 8 wkOmeprazole 20 mg or equivalent • PO • daily before breakfasttrigger: Typical GERD symptoms, no alarmsACG 2022 Katz
- 2. PPI step-down or on-demandLowest effective dose or PRN • PO • daily or PRNtrigger: Symptom resolution at 8 wkACG 2022 Katz — minimize long-term exposure
- 3. PPI BID 8 wkOmeprazole 20 mg BID or equivalent • PO • BIDtrigger: Partial response to daily PPIACG 2022 Katz step-up
- 4. H2RA bedtime add-onFamotidine 20-40 mg QHS • PO • QHStrigger: Nocturnal acid breakthrough on PPIACG 2022 Katz
- 5. Vonoprazan20 mg PO daily • PO • dailytrigger: Refractory to PPI BID + confirmed on pH-impedancePHALCON Laine 2023
Auto-drafted A&P note
outpatientSubjective
- Possible entry pathways: Heartburn / pyrosis; Regurgitation / acid reflux; Dysphagia (alarm symptom).
Objective
- No vitals, labs, or imaging entered for this encounter.
Assessment
**GERD (chronic, empiric-to-maintenance)** (gi.gerd.core.v1). Phenotype framing: Erosive esophagitis (LA grade A-D), NERD, Barrett esophagus +/- dysplasia, eosinophilic esophagitis, functional heartburn, achalasia, rumination (ACG 2022 Katz; Lyon Consensus 2018) Scope: Confirm GERD scope: typical reflux symptoms amenable to empiric PPI vs refractory GERD vs Barrett surveillance (ACG 2022 Katz) No severity triggers fired against current inputs.
Plan
Regimen axis: **GERD empiric PPI step-up / step-down / maintenance — ACG 2022 Katz** — step "Step 1 — Empiric PPI standard dose x 8 weeks". 1. omeprazole 20 mg PO daily 30 min before breakfast PO daily (PPI, first line) — ACG 2022 Katz — standard-dose PPI x 8 wk is first-line diagnostic-therapeutic maneuver 2. lansoprazole 30 mg PO daily 30 min before breakfast PO daily (PPI, first line) — ACG 2022 Katz — alternative standard-dose PPI 3. esomeprazole 20 mg PO daily 30 min before breakfast PO daily (PPI, first line) — ACG 2022 Katz — alternative PPI; S-isomer of omeprazole 4. pantoprazole 40 mg PO daily 30 min before breakfast PO daily (PPI, first line) — ACG 2022 Katz — alternative PPI; fewer CYP2C19 interactions 5. rabeprazole 20 mg PO daily PO daily (PPI, first line) — ACG 2022 Katz — alternative PPI 6. dexlansoprazole 30 mg PO daily PO daily (PPI, first line) — ACG 2022 Katz — dual-release PPI; may be taken without regard to meals Setting playbook (outpatient) — Empiric PPI trial 8 wk for typical symptoms; step-down to lowest effective dose; EGD for alarm symptoms or refractory; Barrett surveillance; lifestyle optimization 7. PPI standard dose daily x 8 wk Omeprazole 20 mg or equivalent PO daily before breakfast — Typical GERD symptoms, no alarms (ACG 2022 Katz) 8. PPI step-down or on-demand Lowest effective dose or PRN PO daily or PRN — Symptom resolution at 8 wk (ACG 2022 Katz — minimize long-term exposure) 9. PPI BID 8 wk Omeprazole 20 mg BID or equivalent PO BID — Partial response to daily PPI (ACG 2022 Katz step-up) 10. H2RA bedtime add-on Famotidine 20-40 mg QHS PO QHS — Nocturnal acid breakthrough on PPI (ACG 2022 Katz) 11. Vonoprazan 20 mg PO daily PO daily — Refractory to PPI BID + confirmed on pH-impedance (PHALCON Laine 2023) Non-pharmacologic actions: - Weight loss if BMI >25 — strongest lifestyle intervention (ACG 2022 Katz) - Head-of-bed elevation 6-8 inches for nocturnal symptoms (ACG 2022 Katz) - Avoid meals 2-3 hours before bedtime (ACG 2022 Katz) - Dietary trigger avoidance (individualized — common: coffee, chocolate, spicy, citrus, alcohol) (ACG 2022 Katz) - Smoking cessation (NICE 2024) - PPI timing education: 30-60 min before first meal of the day (ACG 2022 Katz) AVOID / contraindication checks: - PPI long term risks — counsel on C. diff, hypomagnesemia, bone fracture, B12 deficiency, CKD but do NOT withhold when indicated (ACG 2022 Katz) - Clopidogrel avoid omeprazole/esomeprazole (CYP2C19 interaction) — use pantoprazole or rabeprazole (ACG 2022 Katz) - Methotrexate PPI interaction — monitor for delayed MTX clearance (ACG 2022 Katz) - H2RA tachyphylaxis — tolerance develops within 2 6 wk of continuous use (ACG 2022 Katz)
Monitoring
Regimen monitoring: - Symptom reassessment at 8 wk of empiric PPI (ACG 2022 Katz) - PPI step-down attempt after symptom resolution — lowest effective dose or on-demand (ACG 2022 Katz) - Barrett surveillance: no dysplasia q3-5yr EGD; LGD q6-12mo; HGD/post-ablation q3mo x1yr then annually (AGA 2024 Barrett) - Long-term PPI: annual Mg if on diuretics; B12 if >3 yr; bone density if additional risk factors (ACG 2022 Katz) Setting (outpatient) monitoring: - Symptom reassessment at 8 wk (ACG 2022 Katz) - Annual PPI step-down attempt (ACG 2022 Katz) - Barrett surveillance EGD per AGA 2024 intervals - Long-term PPI safety labs as indicated (Mg, B12) (ACG 2022 Katz) Follow-up plan: Symptom reassessment at 8 wk; lifestyle reinforcement (weight loss, head-of-bed elevation, avoid late meals); long-term PPI safety counseling (bone, Mg, C. diff) (ACG 2022 Katz; NICE 2024) - Close-out criterion: follow-up scheduled Monitoring phase: PPI step-down attempt after 8 wk; Barrett surveillance EGD intervals (no dysplasia q3-5yr, LGD q6-12mo, post-ablation q3mo then annually) (AGA 2024 Barrett; ACG 2022 Katz)
Disposition
Current setting: outpatient — Empiric PPI trial 8 wk for typical symptoms; step-down to lowest effective dose; EGD for alarm symptoms or refractory; Barrett surveillance; lifestyle optimization Disposition criteria: - Maintain outpatient unless complication (stricture, severe erosive esophagitis LA grade C/D, bleeding) - GI referral for refractory GERD, Barrett, surgical candidacy evaluation (ACG 2022 Katz) Escalation triggers (move to higher acuity): - Alarm symptoms (dysphagia, weight loss, GI bleed, anemia) then urgent EGD (ACG 2022 Katz) - Refractory symptoms after PPI BID 8 wk then GI referral for EGD + pH-impedance (ACG 2022 Katz) - Barrett with dysplasia then GI referral for endoscopic eradication therapy (AGA 2024 Barrett)
Patient Action Plan
**GERD symptom management action plan** Personalised values: baseline_symptom_frequency, current_ppi_dose, barrett_status. **Well controlled — continue maintenance** (green): Triggers: - Heartburn <1x/week or none - No regurgitation - No dysphagia - Sleeping well, no nocturnal symptoms Actions: - Continue current PPI at lowest effective dose (or on-demand if stepped down) - Maintain lifestyle modifications (weight, diet, meal timing, head-of-bed elevation) - Keep Barrett surveillance EGD appointments if applicable - Annual PPI step-down attempt with provider **Worsening — contact provider within 1 week** (yellow): Triggers: - Heartburn >2x/week despite PPI - Regurgitation interfering with sleep or meals - Mild difficulty swallowing (occasional, solids only) - Need for daily antacids on top of PPI Actions: - Verify PPI timing (30-60 min before breakfast) - Reinforce lifestyle: avoid late meals, elevate head of bed - Schedule appointment with provider to discuss step-up or EGD Contact provider when: - Symptoms not improving after 2 weeks of adherence to PPI + lifestyle - New or worsening regurgitation **Alarm — seek urgent evaluation** (red): Triggers: - Difficulty swallowing solids or liquids (progressive dysphagia) - Painful swallowing (odynophagia) - Vomiting blood or coffee-ground material - Black tarry stools - Unintentional weight loss >5% in 3 months - Food impaction (cannot swallow saliva) Actions: - Stop eating/drinking if food impaction — go to ED - Seek urgent/emergent evaluation for GI bleeding (ED) - Contact GI for urgent EGD referral Contact provider when: - Any red zone symptom — do not wait
Earlier-Return Triggers
Return-precaution thresholds (watch for): - [SEVERE] Dysphagia, odynophagia, GI bleeding, iron-deficiency anemia, unintentional weight loss, or recurrent vomiting in GERD patient (ACG 2022 Katz) - [SEVERE] Barrett esophagus with high-grade dysplasia confirmed on expert pathology review (AGA 2024 Barrett) - [MODERATE] LA grade C or D erosive esophagitis on EGD (ACG 2022 Katz)
Citations
- ACG 2022 Clinical Guideline: Diagnosis and Management of GERD (Katz Gastroenterology 2022) [PMID:34807007](https://pubmed.ncbi.nlm.nih.gov/34807007/) - Cited evidence (PMID 29437910) [PMID:29437910](https://pubmed.ncbi.nlm.nih.gov/29437910/) - Cited evidence (PMID 36228734) [PMID:36228734](https://pubmed.ncbi.nlm.nih.gov/36228734/) Last reconciled with current guidelines: 2026-05-22.
- ACG 2022 Clinical Guideline: Diagnosis and Management of GERD (Katz Gastroenterology 2022) — PMID:34807007
- Cited evidence (PMID 29437910) — PMID:29437910
- Cited evidence (PMID 36228734) — PMID:36228734