Infection Prevention: Focus On Flexible Endoscope Care

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Our standardized process for handling and transporting scopes maintains high-level disinfection standards.


The essential elements of proper endoscope care begin well before the notoriously difficult-to-clean devices are ready for high-level disinfection. The following protocols that we established for transporting scopes from bedside to the reprocessing room and back again will lower cross-infection risks and eliminate all doubts about whether a scope is clean or dirty.

1Easy identification
Let's begin with a clean scope leaving the decontamination area. Have staff lock the transport container with green clips and attach a green "Clean" sticker on the outside. If you have the capability, tag each container with a unique ID that can be scanned into an instrument-tracking database. Our scopes are equipped not only with a real-time location system (RTLS) that lets us track location, but also a unique radio frequency information device (RFID) that tracks that the validated cleaning process has occurred.

Note on the outside of the transport container the type of scope that's inside. If a staff member in a procedure room finds a scope inside the container that's different than what's noted on the container, the scope must be reprocessed. If the right scope is inside, but the transport container doesn't have green clips, or is unlocked, the scope must be considered dirty and sent back for reprocessing.

If the container is locked with green clips, the staff member should peel off the green sticker to reveal, underneath, a red biohazard sticker. When the procedure is done and pre-cleaning is performed, the dirty scope is placed right back in that transport container, which already identifies it as dirty. Red biohazard locks are affixed to the container.

There's another safeguard on the scope itself. Have reprocessing techs attach a white "Clean" tag with the completed processing paperwork over the scope's control head or user end port. Again, if the paperwork doesn't have a white "Clean" tag attached, a staff member should automatically deem the scope dirty and not for use, and send it back to the decontamination area for reprocessing.

2Hard stops
Before the procedure begins, the nurse or tech, scope and reprocessing form in hand, should say, "I have a [type of scope] that's been cleaned and high-level disinfected." The proceduralist says, "I agree" (or something similar). The team confirms the scope's model and serial number, verifying with the attached paperwork that it has been cleaned and high-level disinfected. After agreement, the "Clean" white tag attached to the scope is removed. In the EMR, the nurse documents the serial number, model number and confirmation by the team as "Ready for Use." A laminated reminder to perform this hard stop should be posted in procedure rooms.

CLIP AND STICK Baystate Medical Center SPD coordinator Kozar Thomas preps transport containers with green clips and a green ready sticker that indicate the scopes inside are clean.

3Pre-cleaning
Pre-cleaning scopes at the patient's bedside, following the instructions for use (IFU) will help to remove bioburden and prevent the buildup of biofilm. This will not only decrease reprocessing time, but will also increase the lifespan of the delicate flexible endoscopes. The challenge in some facilities is to make sure pre-cleaning is performed at all. As an ever-present reminder, hang a laminated sheet on each tower in procedure rooms that reminds staff members to follow exact instructions on how to prepare the scope before it's put into the transport container.

After a scope is used and pre-cleaned at the bedside, a staff member should place it back in the same validated transport container, secure it with red "Dirty" locks, and make sure the red biohazard label on top is visible.

4 Wait times
The general rule is that if instruments or devices covered with bioburden sit untreated for an hour or more, the bioburden is more difficult to remove. Your reprocessing techs can benefit greatly from knowing how long endoscopes have been sitting while waiting to be reprocessed. Our idea: timers similar to the white buttons on turkeys that pop up to let you know they're done. When point-of-use cleaning begins at the bedside, a staff member presses the timer button that's placed on top of the transport container. When the scope is scanned and received in the decontamination area, techs know how long the scope has been waiting for cleaning. If the time goes over an hour, certain IFUs require extended cleaning time.

Read and react

If you're having problems with scope handling, transport and delivery, examine all of the moving parts in the process and identify deficiencies, inconsistencies, breakdowns, or areas of confusion or misinformation. Then develop a response plan using the information you gather. Implementing a process like ours can improve the practices at your facility. OSM

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