Ensure Effective Endoscope Reprocessing

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The right cleaning equipment combined with established protocols and compliance auditing prevent cross-contamination.


There are many steps to manage in the endoscope reprocessing process and missing or rushing through just one can lead to improper high-level disinfection and patient harm. “Endoscopes are very complex and intricate medical devices with many surfaces that can be challenging to clean and disinfect,” says Benjamin D. Galvan, MLS(ASCP), CIC, an infection preventionist at Tampa (Fla.) General Hospital. “On top of the design complexity, ensuring that chemical dilutions, temperatures and soak times are correct, and that each step is properly documented, makes the reprocessing of endoscopes very complicated work that can be prone to error.” With that in mind, you need to make sure your staff is cleaning these intricate instruments the right way every time.

Top-notch training

Greenwood (S.C.) Endoscopy Center has four procedure rooms that handle more than 200 colonoscopy and endoscopy procedures each week, keeping the reprocessing staff of five that is split into morning and afternoon shifts on their toes. Christine Young, a surgical technician and cleaning room manager at the center, schedules the techs on both the clean and dirty side of the reprocessing area, rotating them through the various roles, so that they don’t get bored or complacent and to make sure every tech can comfortably perform each step of reprocessing process.

When a gastroenterologist is finished with a procedure, a tech performs the point-of-use cleaning at the sink in the procedure room before putting the scope in a closed container and taking it to the reprocessing area. One tech on the dirty side of the room remains at the sink throughout their shift to manually clean scopes and place them in an automatic endoscope reprocessor (AER).

Another tech removes the scopes from the AER and checks to ensure the high-level disinfectant cycle was completed properly. This tech also dries the scope, puts it in a clean container and delivers it to the proper procedure room for the next case. At the end of the day, disinfected scopes are stored in ventilated and temperature-controlled cabinets.

Mr. Galvan emphasizes that the manual cleaning process is the most important aspect of scope reprocessing and ensures that adequate disinfection took place before the scope’s next use. “This step involves using several types of brushes, scope manipulation, flushing channels, wiping handles and cords, leak testing — all while ensuring the cleaning solutions are kept at the appropriate temperature and concentration.”

It’s for these reasons that Ms. Young trains new hires for two to three months until she feels they’re comfortable with the manual cleaning process and can perform all the steps correctly. “When we bring on a new reprocessing tech, they shadow staff while they work,” she says. “They observe every position in the reprocessing area for at least a week before undergoing two to three months of hands-on training.”

New hires currently shadow different employees, but Ms. Young is considering having one staff member handle the entire duration of the training. “Although the reprocessing steps are standardized, every tech has minor preferences that can confuse a new hire if they receive instruction from several staff members,” she says.

Quality and accountability

SPOT CHECKS Visually observing team members as they reprocess endoscopes is an important part of the quality assurance process.

Standardized protocols ensure better compliance with the many steps involved in scope reprocessing, limit potential variation and provide a reliable process for staff to follow. “Continuously evaluating the process through quality auditing helps to ensure staff are performing their jobs effectively and efficiently,” says Mr. Galvan.

There are many quality assurance steps involved in making sure compliance is maintained. Regular auditing, which can involve visually observing team members reprocessing endoscopes or reviewing documentation of the reprocessing steps, is a fundamental piece of monitoring staff performance. “Auditing identifies opportunities for improvement — in the actual process, in a lack of education or both — and helps leadership figure out a way to address them so issues aren’t repeated down the line and patient harm is prevented,” says Mr. Galvan.

If any of the scopes’ instructions for use (IFUs) change or are even slightly modified, Ms. Young makes sure her staff is aware. “The manufacturer of our endoscopes recently required that we wipe them down with a sponge or a lint-free cloth at the sink in the reprocessing room,” she says. “We already do that at the bedside, but we make sure to adhere to all directives and now have reprocessing techs wipe down the exterior of scopes during manual cleaning.”

The modified IFUs also now require staff to remove the entire scope from the sink and place it on a towel while unhooking the leak tester instead of just pulling out the head of the scope, unhooking the leak tester and putting the head back in the sink for cleaning. “The scope manufacturer had been seeing reports of damage occurring when only the scope’s head was removed, which is why this change was made,” says Ms. Young.

When changes to IFUs occur, the scope manufacturer will send a representative to train Ms. Young’s staff on the new recommendations. “I also type up and laminate the updates and post them throughout the reprocessing room,” she says. “Staff can get used to repeatedly performing the same steps, so if something changes, a visual reminder is always helpful.”

Ms. Young holds frequent team meetings and sends out electronic newsletters to keep proper endoscope care top of mind at all times. “I huddle with reprocessing techs each morning or afternoon to see if they have any concerns and to make sure they’re caring for scopes properly. I also open up the floor to the team so they can discuss issues they’re having.”

She requires her staff to document how long it takes to reprocess each scope, from when they begin leak testing to the time it goes into the AER. This is an essential step in endoscope care because it helps to prevent scopes from sitting around covered in bioburden for hours before getting cleaned. It also holds her staff accountable to do the job efficiently.

Ms. Young employs other ways to track how efficiently scopes are moved through the reprocessing process. Each patient’s chart contains two sticker labels. After a scope is cleaned at the bedside, the tech notes the time and their initials on one of the stickers, which is placed on a sheet of paper in the cleaning room. The tech who performs the manual cleaning notes the scope’s serial number on the second label, which is placed on another piece of paper that notes the case in which the scope was used. Techs also enter their operator number, the scope number and the case number into the AER, and must initial a tag attached to the scope after it’s been inspected following the disinfecting cycle.

Continuously evaluating the process through quality auditing helps to ensure reprocessing staff are performing their jobs effectively and efficiently.
— Benjamin D. Galvan, MLS(ASCP), CIC

“If we ever encounter an issue with one of our scopes, we should be able to easily figure out which tech last handled it and in which case it was used,” says Ms. Young. “We have documentation for every step of the process.”

Slow down for safety

Emphasize to your staff that although there will be times when they might feel pressured to hurry through the steps involved in proper endoscope care when cases begin to stack up, that mentality could result in patient harm. “Make sure they understand the importance of doing the job right and their role in providing safe patient care,” says Ms. Young.

Every staff member at a busy GI center must take ownership in the efficient and effective reprocessing of scopes, notes Mr. Galvan. “It’s important to always ensure that scopes are cared for according to the instructions for use and that corners are never cut,” he says. OSM

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