Care and Handling of Minimally Invasive Instruments

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There's more to keeping scopes and other tools in good working order than just thorough reprocessing.


Laparoscopic instruments are a major investment for many surgical centers. One procedure's equipment can cost many tens of thousands of dollars when you consider the price of a scope, scope holders, irrigation probes, suturing devices and drainage systems. Here's advice for handling, cleaning and sterilizing, starting with laparoscopic instruments and moving on to endoscopes.

Indecent exposure
If it's properly cared for, an instrument should last about 20 years. That's if. There are many opportunities for and causes of damage. The top three:

  • misuse (the instrument isn't used as intended by its design),
  • abuse (dumping, stacking, and improperly cleaning and sterilizing instruments) and
  • exposure (to chemicals and detergents, including saline, chlorine bleach, blood and even water).

Of these, exposure is the most insidious, creeping up on you, even when you believe you're using the right cleaning agents. This is where knowing the manufacturers' instructions inside-out is especially important, as exposure of metals to incompatible solutions can cause a chemical and electrochemical attack called corrosion, which may be irreversible.

Liquids, especially chlorides (such as bleach) are of concern for stainless steel; you should never expose surgical instruments to bleach. You shouldn't expose some instruments to saline; if you can't avoid exposure to saline, then immediately rinse the instrument off with sterile water.

The quality of water can have a great impact on instrument life. Ask your detergent manufacturer to analyze your water (it should do so at no charge). Most water supplies contain minerals such as sodium, magnesium and iron. All of these can adversely affect cleaning and detergent efficacy, thus influencing the lifespan of the instrument.

Feeling rusty
Stainless steel will corrode and when it does, the corrosion usually appears as surface blemishes such as roughness and rust. This creates difficulties for cleaning, disinfection and sterilization. Corrosion can also indicate locations where future device failure can occur. Be sure to carefully inspect instruments for corrosion.

Corrosion is often found in box locks and other joints of instruments, sometimes appearing as red rust. A major factor in corrosion is improper cleaning: Blood or other soils left in the joint and box lock will precipitate corrosion. Further, any type of corrosion interferes with proper cleaning and can inhibit the disinfection and sterilization processes.

Stainless steel can corrode by pitting, crevice corrosion and stress corrosion cracking (also known as hydrogen cracking). This is usually caused by exposure to blood, or chloride- or bromide-containing solutions. The effect is deep pockets or pits that look like black holes on the surface. You can't repair pitting - rather, you have to replace instruments when pitting occurs.

Steps for protection
Use all instruments only as intended. Handle them carefully and individually - never dump them from a tray - and keep them as clean as possible while they're in use. Here are four ways to keep your laparoscopic instruments safe as they go through reprocessing.

  • A strong case. At the end of the procedure, put instruments in their containers. Don't stack instruments (unless they're in a rigid container), place heavier items on the bottom of the set and lighter items on top, and separate scopes from instruments to avoid damaging scopes. In the case of protective containers, place the items in the designated location to protect instruments from damage in transport. Specialty containers help keep delicate items secure before and after use. When you buy delicate instruments, they should come with a specialty container to help avoid unnecessary damage. Protect delicate items and those with fine or sharp tips by using tip protectors.
  • Competency testing. All individuals handling surgical instruments and devices must know how to care for, handle and process them. Surgical instruments are the extension of the surgeon's hands and they therefore must be functional when used in the OR. Offer regular in-services and continuing education opportunities to reprocessing staff, and encourage them to become certified in their trade.
  • Quality control. Using a lighted magnifying lamp, inspect all instruments for cleanliness, to make sure all components are present, that the instrument works as intended, that there is no damage to the instrument and that the instrument is the one identified for the set. Further, test scissors for sharpness each time you process them, check ratchets for tension and finger forceps to make sure the tips meet and that teeth are present if indicated. If you're using reusable trocars, test them for sharpness each time. Identify the maximum number of uses that would indicate re-sharpening. Look for nicks and defects that would interfere with passage of the scope.
  • Special care. Insulated instruments require special inspection. Damage to the insulation can occur due to normal wear and tear, high voltages, the cleaning and sterilization process and contact with sharp instruments. Minute tears may go unnoticed during cleaning and inspection. During surgery, the defective insulation could allow 100 percent of the electrical current (700?F) to flow from the defect to the patient's organs and tissue. What's even more important to note is that the smaller the crack, the more dangerous to the patient: More concentrated current can escape from a small hole. Keep in mind that most of the instrument is outside the surgeon's visual field, so the defect could go unnoticed. Inspect insulation each time you process the instrument. This is imperative. You can use a reusable insulation tester in the processing area or a sterile single-use tester, usually used in the sterile field before surgery. (See 'Toward Safer Laparoscopic Electrosugery' on p. 38).

Protect your investment from abuse and damage
Surgical instruments represent a small fortune. Two take-home points to leave you with:

  • You should always obtain and follow the manufacturer's written instructions for cleaning, packaging and sterilization, and you should verify this information each time you receive a new device.
  • Outside your facility, you need to identify qualified repair services for all scopes and instruments to maintain your investment.

Reprocessing Rigid Scopes

By their very design, cystoscopes, laparoscopes and other rigid scopes defy cleaning, which is paramount to the safety of these devices that provide light and image in orthopedic, general, GYN, urologic, ENT and bariatric cases. Here's a step-by-step look at rigid scope reprocessing.

  • Play detective. Start by inspecting all areas of the scope for scratches, dents, burns and other damage each time you process the scope. You should also inspect the scope for image clarity; the image should be crisp and clear. If the image is cloudy, discolored or hazy, this may signal improper cleaning, disinfectant residue, a cracked or broken lens, the presence of internal moisture or external damage to the shaft. Store rigid scopes in specialty containers to prevent damage - a hit that doesn't damage the outside of the scope can damage the optical fibers internally. There are also protective sleeves to place over the shaft to prevent damage.

Today two companies manufacture rigid scope testers to identify issues with rigid scopes before processing. I've found that they're very effective in identifying scope problems.

  • Brush up, wipe down. It's usually recommended that you brush the distal end with a soft-bristle brush, then wipe the outer surfaces of the scope and its accessories with gauze or a soft cloth moistened with detergent solution. Be warned that this may vary by manufacturer (always check the scope manufacturer's instructions for specifics). Ultrasonic cleaning isn't usually recommended for scopes; the vibrations can damage the lens seals and possibly fracture the optical fibers.
  • Don't take it lightly. Fiber optic light cables also require special handling. Clean them per the manufacturer's instructions using only those detergents recommended. When preparing for sterilization, loosely coil the cables (no less than eight inches in diameter) to prevent damage to the glass rods.
  • Get clean. Endoscopic instrumentation can be extremely difficult to clean due to the design of the shaft and jaw assembly. Both areas can trap debris. During surgery, the positive pressure of the insufflated abdomen can cause blood and body fluids to flow under insulation and into channels, making cleaning difficult to nearly impossible. Disassemble jaws and knobs if the manufacturer recommends doing so. Use enzymatic cleaner as soon as possible after surgery. Some endoscopic instrument manufacturers recommend the use of an ultrasonic cleaner for movable parts, but this may damage the scope. Follow the instrument manufacturer's recommendations to the letter if this step is called for. Several manufacturers now offer high-pressure water jets for lumens and channels as an alternative to manually brushing and flushing. These let you easily rinse repeatedly to remove all detergents and residues from the instruments. There are also tabletop ultrasonic lumen cleaners on the market; they adapt to the lumens of endoscopic instruments to enhance cleaning.

- Nancy Chobin, RN, CSPDM, and Terri Matthews, RN, CSPDM, CNOR

References:
1. Chobin, N. 'The Ten Commandments for Surgical Instrument Processing.' Managing Infection Control. June, 2001.
2. Envision Laparoscopic Instrument Web site.
3. JARIT Surgical and Endoscopic Instruments catalog.
4. McGan Insulation Tester user manual.
5. Spectrum Surgical Instruments, 'Care and Handling of Instruments.'

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