The Essentials of Endoscope Care

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Proper cleaning, disinfecting and storage protocols prevent cross-contamination.


The devil's in the details when reprocessing difficult-to-disinfect flexible endoscopes. "They're devilishly hard to clean because they're so fragile and complex," says Casey Czarnowski, BA, CRCST, CSPDT, CIS, CER, sterile processing educator at Stanford Health Care in the San Francisco area.

Endoscopes that are improperly cleaned can't be properly high-level disinfected and present serious health risks to patients, so it's always a good idea to remind staff of the importance of these essential tasks. The biggest mistake any reprocessing tech could make is oversimplifying the scope cleaning process, according to Jorge Tavera, CGTS, a reprocessing tech at PIH Health Downey (Calif.) Hospital. "Don't skip any of the steps, and don't go through the motions," he says.

Beginning at the bedside

The moment Mr. Tavera and his colleague Raymundo Gonzales, CGTS, receive a scope at the end of procedures at PIH Health Downey (Calif.) Hospital, they remove the air-water valve and replace it with a valve that has been checked to ensure it's not clogged or blocked. "We then suction 300 ml of clean water through the scope's channels and wipe down the exterior with enzymatic soap," says Mr. Tavera.

Pre-cleaning scopes at the patient's bedside by following the instructions for use (IFU) will help to remove bioburden and prevent the buildup of biofilm. Some facilities don't pre-clean endoscopes, leading to a domino effect of problems — scopes that aren't properly cleaned can't be properly high-level disinfected.

Staff members who care for scopes at the bedside when procedures end must therefore pay close attention to this critical first step, according to Mr. Czarnowski. "Fortunately, bedside kits for cleaning endoscopes immediately after they've been used are readily available," he says. "They include a small plastic basin, a packet of powdered soap and a syringe."

Diligent cleaning

SAFE PASSAGE Endoscopes should be transported in closed containers to prevent damage to the delicate instruments and limit cross-contamination risks.

After bedside cleaning, contaminated scopes should be placed in a closed bag or container for transport to the reprocessing room, where they're hooked up to an automated leak tester. Leak tests detect damage to the external surface of the scope, as well as the internal channels. Imperfections, no matter how small, can lead to inadequate disinfection and even further damage to the scope.

The leak test is a crucial step in the reprocessing process, according to Joyce Mackler, RN, MSN, CASC, nurse manager at the Seaford (Del.) Endoscopy Center. "Don't rush through it," she says, "and be sure to observe the scope in clean water for at least 30 seconds while angulating the bending sections of a scope in all directions."

After the scope has passed the leak check, brush its internal channels twice with properly sized brushes. "We then connect it to a machine that flushes the channels with enzymatic soap for one minute, and then brush the scope one more time," says Mr. Gonzales. He reconnects the scope to the flushing machine, which flushes its channels with clean water. The outside of the scope is also wiped down with clean water.

"Don't forget to take ample time cleaning the reusable button and biopsy valves," warns Ms. Mackler. "You have to use a small brush to clean all the crevices and holes and depress the air-water valve to clean the concealed hole."

Don't skip any of the steps and don't go through the motions.
— Jorge Tavera, CGTS

After manual cleaning, Mr. Tavera says it's important to check the outside of the scope with a 10x magnifing glass to inspect for residual soil. Be sure you take the time to inspect the tip of the scope where bacteria often hide, adds Mr. Tavera. You can also use a boroscope to examine internal channels. Visual inspection provides added assurance that the scope and its accessories are clean and free from contamination.

Scopes that are deemed to be clean can be placed in an automated endoscope reprocessor (AER). Unclean scopes neeed to be manually brushed and flushed again.

An important point: Avoid letting endoscopes sit for more than 60 minutes before cleaning. "Delays can lead to bioburden remaining on or in the scope, which increases cross-contamination and infection risks," says Mr. Tavera.

Mr. Czarnowski agrees it's critical to ensure scopes don't sit for long periods before being thoroughly cleaned. "Scope manufacturers have recently instituted delayed-processing protocols that not all scope owners know about," he explains. "Essentially, the manufacturers say that if more than an hour passes between when the insertion tube is removed from the patient to the start of manual cleaning in decontamination, scopes must soak for an extended period before they can be high-level disinfected."

Disinfecting and storing

WASH AND DRY Thoroughly rinse endoscopes with clean water and use a lint-free cloth to wipe them down.   |  Seaford Endoscopy Center

Once the scope is confirmed clean, it can get placed in an automated endoscope reprocessor (AER) for a high-level disinfection cycle that runs for approximately 45 minutes. While AERs help to speed up the high-level disinfecting process and help to minimize the need for manual brushing and scrubbing, it is important to follow the device manufacturer's IFUs to determine the proper dilution of the detergent. Additionally, always use freshly prepared detergent solution for each cycle to prevent cross-contamination between scopes.

At the end of the AER cycle, thoroughly rinse the endoscope with clean water and use a lint-free cloth to wipe down its exterior. Dry the inside of the scope by pushing forced air through the channels.

"Always air dry or blow dry scopes before storing them," says Mr. Tavera. His facility's scopes are hung in a designated cabinet with a built-in fan and HEPA filters that keep them dry and clean.

Be sure to hang your scopes straight up and down, which promotes drying and prevents recontamination. Maintaining documentation throughout the entire process is critical, especially if an infection occurs that requires you to trace back to which cases in which scopes were used. "Tag each scope with the month and day that the scope was last used and cleaned," says Mr. Tavera.

ATTENTION TO DETAIL Oversimplifying the cleaning process is one of the biggest mistakes a reprocessing technician can make.

He says his facility's scopes are cleaned every seven days "regardless if the scope was used or not," says Mr. Tavera. All scopes get cleaned at PIH Health on Tuesdays, since holidays typically either fall on a Monday or a Friday. "We also culture our scopes every three months as minimally recommended by the FDA," he says.

High stakes

One reason why Mr. Tavera takes his job so seriously is because he knows if he doesn't follow the necessary cleaning steps that the outcome could be detrimental. "Our reprocessing process is an evidence-based practice. If you work in any other setting, you might have the luxury to fix your mistakes. In our setting, we can't afford to make mistakes. Mistakes can cost a patient their life.

"We treat all of our patients as if we were treating our friends and loved ones," he says. "We wouldn't put them at risk, so why would we put any patient in harm's way?" OSM

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