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Guideline Implementation:
Surgical Instrument Cleaning
1.3 www.aorn.org/CE
ABSTRACT
Cleaning, decontaminating, and handling instructions for instruments vary widely based on the type of
instrument and the manufacturer. Processing instruments in accordance with the manufacturer’s in-
structions can help prevent damage and keep devices in good working order. Most importantly,
proper cleaning and disinfection may prevent transmission of pathogenic organisms from a contam-
inated device to a patient or health care worker. The updated AORN “Guideline for cleaning and care
of surgical instruments” provides guidance on cleaning, decontaminating, transporting, inspecting,
and storing instruments. This article focuses on key points of the guideline to help perioperative
personnel implement appropriate instrument care protocols in their practice settings. The key points
address timely cleaning and decontamination of instruments after use; appropriate heating, ventila-
tion, and air conditioning parameters for the decontamination area; processing of ophthalmic in-
struments and laryngoscopes; and precautions to take with instruments used in cases of suspected
prion disease. Perioperative RNs should review the complete guideline for additional information
and for guidance when writing and updating policies and procedures. AORN J 101 (May 2015) 543-549.
ª AORN, Inc, 2015. http://dx.doi.org/10.1016/j.aorn.2015.03.005
Key words: cleaning, decontamination, HVAC, ophthalmic instruments, laryngoscopes, prion diseases.
http://dx.doi.org/10.1016/j.aorn.2015.03.005
ª AORN, Inc, 2015
www.aornjournal.org AORN Journal j 543
CowperthwaitedHolm May 2015, Volume 101, No. 5
Figure 1. Key takeaways from the AORN “Guideline for cleaning and care of surgical instruments.”
sterile deionized water. He cleans the lumen of the irrigation/ Technician G then receives a laryngoscope handle and blade
aspiration handpiece with a brush of the appropriate diameter from the emergency department. After cleaning and decon-
and length to clean the entire lumen and exit at the distal end. taminating the handle and blade according to the manufac-
The bristles are soft enough to prevent damage to the interior turer’s written IFU, he sends them to the packaging and
of the lumen. He rinses the lumen with sterile deionized water sterilization area. Although laryngoscope handles are classified
and expels the water into a drain. He then dries the lumen as noncritical items that only require low-level disinfection,12
with medical-grade compressed air. at this facility, both the handle and blade are considered
semicritical items, which require high-level disinfection or
In accordance with the manufacturers’ IFU, Technician G sterilization.12 Technician K wraps the blade in an individual
disinfects the instruments by wiping the outside of the in- package for storage and sterilizes both the handle and blade
struments with 70% alcohol. He inspects the instruments according to the manufacturer’s written IFU.
under magnification to make sure there is no residual
ophthalmic viscoelastic material present. He records the Technician G is now processing neurosurgical instruments.
cleaning method, cleaning solution, and lot number of the During a preoperative screening, the patient who underwent the
cleaning solution for the ophthalmic instruments. Technician procedure was determined to be at high risk for having a prion
G then sends the instrument set to the packaging and sterili- disease (ie, variant Creutzfeldt-Jakob disease). The preoperative
zation area, where Technician K will wrap and sterilize the set nurse communicated this information to the entire perioperative
according to the manufacturers’ IFU. team, including the sterile processing personnel, so that they
could follow the recommended precautions. Many of the in- that forms in a lumen can be difficult to see and remove.21
struments used in the procedure were designated for single use She keeps the instruments moist by placing a towel
only, so the scrub person discarded them in a contaminated moistened with sterile water over the instruments. She does
trash receptacle in the OR. The scrub person sent only reusable not use saline, which could cause pitting of the
instruments that are easy to clean and can tolerate extended- instruments.16,17 She sends all the instruments that have
cycle steam sterilization for sterile processing after the procedure. been opened on the sterile field to the sterile processing area
for cleaning and decontamination because contamination of
Technician G decontaminates the instruments that may have unused instruments can occur without being noticed.17
been exposed to variant Creutzfeldt-Jakob disease in a me-
chanical washer, which helps ensure cleaning consistency that
may not be achieved with manual cleaning. He uses cleaning HVAC Parameters
chemicals that have shown evidence of prionicidal activity and The HVAC system controls the room air quality, humidity,
are compatible with the instruments. After decontamination, temperature, and air pressure. The system is designed to
Technician G sends the instruments to the packaging and reduce environmental contaminants as well as to provide a
sterilization area. He then cleans and disinfects the noncritical comfortable environment for those working in the sterile
environmental surfaces in the decontamination area that came in processing area. In the scenario, the HVAC parameters are set
contact with the contaminated instruments used on the patient’s according to recommendations from the American Society of
high-risk tissue. He uses a 1:5 dilution of hypochlorite solution, Heating, Refrigerating and Air-Conditioning Engineers22 and
ensuring that the solution remains in contact with the envi- the Facility Guidelines Institute.23
ronmental surfaces for 15 minutes.13,14 Meanwhile, Technician
The HVAC parameters in the decontamination area should be
K steam sterilizes the instruments in a prevacuum sterilizer at
those that are applicable at the time of the design of the HVAC
273 F (134 C) for 18 minutes, which is one of the methods
system or the most recent renovation of the system.24 If
recommended for use when steam sterilizing instruments that
personnel detect a variance in the HVAC parameters, they
have been exposed to high-risk tissue.13,15
should report the variance according to the facility’s policy
and procedure. Designated personnel should correct the
KEY TAKEAWAYS DISCUSSION variance and then perform a risk assessment to determine
The key takeaways from the AORN “Guideline for cleaning whether any measures need to be taken to restore the
and care of surgical instruments” address timely cleaning and decontamination area to full functionality.24
decontamination of instruments after use, appropriate HVAC
parameters for the decontamination area, processing of Ophthalmic Instruments
ophthalmic instruments and laryngoscopes, and precautions to Inadequate cleaning and rinsing of intraocular ophthalmic
take with instruments used in suspected cases of prion disease. instruments have been implicated in outbreaks of toxic ante-
These takeaways do not cover the entire guideline. Rather, rior segment syndrome (TASS), an acute inflammation of the
they help the reader focus on important or new information anterior segment of the eye, which is most commonly associ-
that should be implemented into perioperative practice. ated with cataract surgery.25 Among other factors, incidents of
TASS have been associated with various facets of instrument
processing,5,26-35 including
Immediate Cleaning and Decontamination detergent residues remaining on instruments,
“Cleaning instruments as soon as possible after use can help to insufficient rinsing of instruments,
prevent formation of biofilm.”11(p619) In the scenario, Nurse dried debris and residues of ophthalmic viscoelastic material
M begins the process of preparing instruments for remaining on instruments, and
decontamination by removing the gross soil at the point of insufficiently dried lumens.
use.16-18 She understands that dried blood and other organic
material could be corrosive to the instrument In the scenario, Technician G cleans the intraocular in-
surfaces.16,17,19,20 Allowing blood or other bioburden to dry struments in an area separate from the general surgery in-
on instruments could make it more difficult to remove and struments to help prevent cross-contamination from heavily
could compromise the effectiveness of the subsequent soiled nonophthalmic instruments.16 He uses cleaning
disinfection or sterilization.8,16,18,19 Likewise, Nurse M products recommended by the instrument manufacturers16,36
periodically irrigates the instruments with lumens to remove and rinses the instruments thoroughly to help remove
gross soil and reduce the risk of biofilm formation. A biofilm residual cleaning product.36 When rinsing the lumens,
Technician G expels the fluid from the lumen into the drain to handle should be classified as semicritical. The rough surface
prevent recontamination of the rinse water with debris from of the laryngoscope handle can accumulate bioburden,41,42
inside the lumen. He uses sterile deionized water to rinse the which could be transferred to the laryngoscope blade when
instruments because untreated water may contain the blade is folded closed.41-44
endotoxins16,37 or may cause stains, deposits, or corrosion of
the instrument surface.38,39 He dries the lumens with Technician K packages the blade to prevent recontamina-
compressed air29,36 to eliminate moisture that could foster tion.12 Storing the blade in the individual package minimizes
microbial growth. the chance that the blade will become contaminated, which
could happen if a contaminated blade was placed into a
package containing multiple uncontaminated blades.45
Laryngoscope Blades and Handles
As a potential source of contamination, laryngoscope blades
should be cleaned and high-level disinfected or sterilized after Prion Disease Precautions
each use according to the manufacturer’s written IFU. A A prion is a small infectious protein that can cause neurological
laryngoscope blade is considered a semicritical device because it diseases known as transmissible spongiform encephalopathies,
comes in contact with mucus membranes; therefore, at a such as Creutzfeldt-Jakob disease.13 Instruments that have
minimum, it should undergo high-level disinfection.12,40 A contacted high-risk tissue in patients at risk for a prion
laryngoscope handle is classified as a noncritical device and disease require adequate decontamination to reduce the risk
thus requires only cleaning and low-level disinfection12 unless for patients who subsequently are treated using these
the manufacturer’s IFU specify high-level disinfection or instruments. Neurosurgical instruments are of particular
sterilization. In a comprehensive integrative review of concern because typically there are large concentrations of
laryngoscope blades and handles as sources of cross- prions in the brain and spinal cord.46 Prions are known to
infection,41 however, the authors recommended that because be resistant to conventional physical and chemical
they are used concurrently, both the laryngoscope blade and sterilization techniques.13 Because the preoperative nurse
notified sterile processing personnel in advance of the patient’s 5. Cutler Peck CM, Brubaker J, Clouser S, Danford C, Edelhauser HE,
prion status, Technicians G and K were prepared to Mamalis N. Toxic anterior segment syndrome: common causes.
implement special precautions and protocols, which are J Cataract Refract Surg. 2010;36(7):1073-1080.
required to inactivate prions. Technician G processes the 6. Rutala WA, Weber DJ. Disinfection and sterilization: an overview.
Am J Infect Control. 2013;41(5):S2-S5.
instruments according to the 2010 Society for Healthcare
7. Hercules PA. Instrument readiness: a patient safety issue. Perioper
Epidemiology of America “Guideline for disinfection and Nurs Clin. 2010;5(1):15-25.
sterilization of prion-contaminated medical instruments”13 8. Goldberg JL. What the perioperative nurse needs to know about
and the facility’s policies. cleaning, disinfection, and sterilization. Perioper Nurs Clin. 2010;
5(3):263-272.
9. Shimono N, Takuma T, Tsuchimochi N, et al. An outbreak of
CONCLUSION Pseudomonas aeruginosa infections following thoracic surgeries
As the patients’ advocates, perioperative nurses help ensure occurring via the contamination of bronchoscopes and an auto-
that actions are performed to promote patient safety. This matic endoscope reprocessor. J Infect Chemother. 2008;14(6):
includes making sure instruments are in good working order 418-423.
and have been correctly processed according to the manufac- 10. Saito Y, Kobayashi H, Uetera Y, Yasuhara H, Kajiura T, Okubo T.
Microbial contamination of surgical instruments used for laparot-
turers’ written IFU to reduce the chance of transmitting
omy. Am J Infect Control. 2014;42(1):43-47.
pathogenic microorganisms to patients or personnel. Periop- 11. Guideline for cleaning and care of surgical instruments. In:
erative RNs and sterile processing team members who have Guidelines for Perioperative Practice. Denver, CO: AORN, Inc;
responsibilities related to care and cleaning of surgical in- 2015:615-650.
struments should receive education and complete competency 12. Guideline for Disinfection and Sterilization in Healthcare Facilities,
verification on instrument care and cleaning activities. In 2008. Atlanta, GA: Centers for Disease Control and Prevention;
addition, perioperative RNs should participate in multidisci- 2008.
plinary teams that include infection preventionists, surgeons, 13. Rutala WA, Weber DJ. Guideline for disinfection and sterilization of
prion-contaminated medical instruments. Infect Control Hosp
sterile processing personnel, and other stakeholders to
Epidemiol. 2010;31(2):107-117.
develop mechanisms for evaluating and selecting cleaning 14. Lehmann S, Pastore M, Rogez-Kreuz C, et al. New hospital
and decontamination equipment and associated cleaning disinfection processes for both conventional and prion infectious
products, agents compatible with thermosensitive medical equipment.
J Hosp Infect. 2009;72(4):342-350.
implement systematic processes for monitoring HVAC pa-
15. McDonnell G, Dehen C, Perrin A, et al. Cleaning, disinfection and
rameters in the sterile processing areas and addressing vari- sterilization of surface prion contamination. J Hosp Infect. 2013;
ances in those parameters, and 85(4):268-273.
establish evidence-based policies and procedures to minimize 16. ANSI/AAMI ST79: Comprehensive Guide to Steam Sterilization and
the risk of prion disease transmission. Sterility Assurance in Health Care Facilities. Arlington, VA: Asso-
ciation for the Advancement of Medical Instrumentation; 2013.
The AORN “Guideline for cleaning and care of surgical in- 17. Spry CC, Brooks Tighe SM. Care and handling of surgical in-
struments” is an evidence-based resource that perioperative struments. In: Brooks Tighe S, ed. Instrumentation for the Oper-
RNs and sterile processing team members can use to help ating Room: a Photographic Manual. 8th ed. St Louis, MO:
influence safe perioperative practice. Elsevier/Mosby; 2012:1-2.
18. Spry CC. Care and handling of basic surgical instruments. AORN J.
2007;86(Suppl 1):S77-S81.
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34. Mathys KC, Cohen KL, Bagnell CR. Identification of unknown is the senior managing editor at AORN, Inc, Denver, CO.
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cause of toxic anterior segment syndrome. J Cataract Refract Surg. be perceived as posing a potential conflict of interest in
2008;34(3):465-469. the publication of this article.
35. Providing safe surgical instruments: factors to consider. Infect
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providing-safe-surgical-instruments-factors-to-co.aspx. Accessed is the clinical editor for AORN Journal, AORN, Inc, Denver,
February 4, 2015. CO, and an RN in perioperative services at Skyridge
36. American Society of Cataract and Refractive Surgery, American Surgery Center, Lone Tree, CO. Ms Holm has no declared
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for cleaning and sterilizing intraocular surgical instruments. conflict of interest in the publication of this article.
J Cataract Refract Surg. 2007;33(6):1095-1100.
PURPOSE/GOAL
To provide the learner with knowledge specific to implementing the updated AORN “Guideline for
cleaning and care of surgical instruments.”
OBJECTIVES
1. Explain the importance of processing surgical instruments correctly.
2. Describe steps that should be performed intraoperatively to prepare instruments for disinfection.
3. Describe the steps in the decontamination process.
4. Identify heating, ventilation, and air conditioning (HVAC) parameters specific to the decontamination area.
5. Identify special precautions to observe during instrument processing.
The Examination and Learner Evaluation are printed here for your convenience. To receive
continuing education credit, you must complete the online Examination and Learner Evaluation at
http://www.aorn.org/CE.
5. After cleaning, the sterile processing technician rinses the compromise the effectiveness of the subsequent disinfec-
instruments thoroughly with copious amounts of water tion or sterilization.
and performs a final rinse with a. true b. false
a. sterile deionized water. b. clean tap water.
c. sterile normal saline. d. distilled water. 9. Among other factors, incidents of toxic anterior segment
syndrome have been associated with
6. The sterile processing technician inspects the instruments
1. detergent residues remaining on instruments.
under magnification to make sure there is no residual
2. insufficient rinsing of instruments.
ophthalmic _____________ present.
3. dried debris and residues of ophthalmic viscoelastic
a. viscoelastic material b. thixotropic sludge
material remaining on instruments.
c. semicrystalline polymers d. cytoplastic material
4. insufficiently dried lumens.
7. When processing instruments that were used in a a. 1 and 3 b. 2 and 4
neurosurgery procedure with a patient at risk for having c. 1, 2, and 4 d. 1, 2, 3, and 4
variant Creutzfeldt-Jakob disease, the instrument pro-
cessing technician uses cleaning chemicals that have
shown evidence of ______________ activity. 10. Authors of an integrative review recommended that
a. bacteriocidal b. bacteriostatic because a laryngoscope handle and blade are used
c. prionicidal d. sporicidal concurrently, both should be classified as semicritical,
which, at a minimum, requires
8. Allowing blood or other bioburden to dry on instruments a. low-level disinfection. b. high-level disinfection.
could make it more difficult to remove and could c. sterilization.
9.
Will you be able to use the information from this article
in your work setting?
1. Yes 2. No
Will you change your practice as a result of reading this
article? (If yes, answer question #9A. If no, answer
at http://www.aorn.org/CE. Rate the items as described below.
question #9B.)
OBJECTIVES 9A. How will you change your practice? (Select all that
To what extent were the following objectives of this apply)
continuing education program achieved? 1. I will provide education to my team regarding why
1. Explain the importance of processing surgical instruments change is needed.
correctly. 2. I will work with management to change/implement
Low 1. 2. 3. 4. 5. High a policy and procedure.
3. I will plan an informational meeting with physicians
2. Describe steps that should be performed intraoperatively to seek their input and acceptance of the need for
to prepare instruments for disinfection. change.
Low 1. 2. 3. 4. 5. High 4. I will implement change and evaluate the effect of
3. Describe the steps in the decontamination process. the change at regular intervals until the change is
Low 1. 2. 3. 4. 5. High incorporated as best practice.
5. Other: __________________________________
4. Identify heating, ventilation, and air conditioning
9B. If you will not change your practice as a result of
(HVAC) parameters specific to the decontamination area.
reading this article, why? (Select all that apply)
Low 1. 2. 3. 4. 5. High
1. The content of the article is not relevant to my
5. Identify special precautions to observe during instrument practice.
processing. 2. I do not have enough time to teach others about the
Low 1. 2. 3. 4. 5. High purpose of the needed change.
3. I do not have management support to make a
CONTENT change.
6. To what extent did this article increase your knowledge of 4. Other: __________________________________
the subject matter?
10. Our accrediting body requires that we verify
Low 1. 2. 3. 4. 5. High
the time you needed to complete the 1.3 con-
7. To what extent were your individual objectives met? tinuing education contact hour (78-minute)
Low 1. 2. 3. 4. 5. High program: _________________________________