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Sterile Processing Case Studies Project.
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Sterile Processing Case Studies Project.
Introduction.
Decontamination principles and sterilization methods form central practices in
nursing and medicine that defend against infections and safeguard patient safety and
healthcare provider security while maintaining sterile environments. The document includes
selected topics, an overview of decontamination principles, answers to decontamination
scenario questions, sterilization methods, and their corresponding questions, and a concluding
statement with reference articles.
Topics Selected.
The topics selected were Topic 1: Decontamination Principles & Topic 2: Sterilization
Methods.
Decontamination is crucial in healthcare to prevent infection by reducing toxic
microorganisms from surfaces, instruments, and environments. Healthcare decontamination
depends on first risk evaluation before planning cleaning and disinfecting actions while
needing sterilization following standard material handling protocols, suitable storage steps,
and established sterilization procedures.
The sterilization process destroys all microorganisms, such as bacterial, viral, and
fungal agents, along with spores on medical equipment before clinical use becomes possible.
Presentation methods under the category of sterilization consist of three primary approaches:
Autoclaving and dry heat application comprise Heat Sterilization techniques, whereas
Chemical Sterilization includes ethylene oxide vapor and hydrogen peroxide vapor as well as
peracetic acid and plasma technology for radiation sterilization with Filtration Sterilization
utilizing ultraviolet equipment and Ozone Sterilization methods.
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Topic 1: Decontamination Principles.
Eight Ideas Regarding Decontamination Principles
1. Hierarchy of Decontamination: Three sequential levels of decontamination
exist, including cleaning followed by disinfection and concluding with
sterilization that delivers progressive reductions of microbial contamination
dependent on the infection risk (Garvey & Rowan, 2023).
2. Risk-Based Categorization (Spaulding Classification): A decontamination
method must be chosen based on the testing of medical instruments into
critical (entering sterile body areas), semi-critical (contacting mucous
membranes), and non-critical (contacting intact skin) category types (Soares
Mateus et al., 2021).
3. Cleaning as a Foundation: Manufacturers initiate decontamination procedures
through elevated cleaning techniques that clear away both organic substances
like blood and bodily fluids together with debris because both agents possess
the potential to deplete disinfecting agents and prevent sterilization methods
(Attrah et al., 2022).
4. Disinfection for Pathogen Reduction: Assessments to determine appropriate
decontamination methods require chemical disinfectants from specific classes
like alcohol chlorine or quaternary ammonium compounds that eradicate most
microorganisms except spores for the sanitization of semi-critical or non-
critical items.
5. Sterilization for Complete Microbial Elimination: Autoclaving with ethylene
oxide gas disinfection destroys all microorganisms, including bacterial spores
(Bernal-Chávez et al., 2021).
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6. Preventing Cross-Contamination: The successful initiative of inhibiting cross-
contamination depends on correctly processing contaminated items and
effective area separation with proper protective equipment (PPE) handling.
7. Compliance with Guidelines and Standards: Compliance with the World
Health Organization (WHO) guidelines and others ensures that
decontamination practices remain effective and standardized (Abalkhail &
Alslamah, 2022).
8. Environmental and Material Safety: The selection of decontamination
techniques aims to protect three areas: human beings in their health services
roles and environmental spaces while preventing damage to substances and
reducing residual chemicals.
Response to the Case Study Scenario Questions.
What issue(s) have occurred, and what may cause these errors?
Issues that occurred
i. Dirty neurological instruments have been repeatedly sent to the OR.
ii. There is a decontamination, cleaning, inspection, or sterilization process
breach.
iii. Failure in quality control and oversight within the sterile processing
department (SPD).
iv. Increased risk of infection for patients undergoing neurosurgical procedures.
Causes of the issues
- Failure to thoroughly clean instruments before disinfection or sterilization, leaving
organic matter or debris.
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- Cleaning machines like ultrasonic washers or autoclaves may not function
correctly, compromising sterilization efficacy (White et al., 2021).
What other considerations may the sterile processing tech need to take with
instruments exposed to neurological tissues?
Prion Disease Prevention: Neurological surgical instruments are dangerous to
acquiring prion infections, including Creutzfeldt-Jakob disease (Altuna et al.,
2022). Specific decontamination procedures should use either 18 minutes of
heat sterilization at 134 degrees Celsius or sodium hydroxide or hypochlorite
solutions to successfully remove infective agents from neurological
instruments.
Thorough Cleaning of Lumens and Micro-Instruments: Due to their fine tips,
lumens, and delicate components, neurological tools need special cleaning
equipment featuring ultrasonic cleaners and specific brushes.
Separate Processing: Neurological instruments require dedicated processing to
avoid contaminating contaminants between surgical instruments.
What might the sterile processing department have to do to resolve this issue?
1. After tissue exposure, instrument sets must be isolated in a quarantine zone
until they undergo entire decontamination and sterilization sequences.
2. The cleaning protocols will be executed, and inspection and sterilization
protocols will determine which steps need improvement.
3. The surgical service team, infection control personnel, and risk managers must
be notified about all equipment problems so prevention can start promptly.
4. All cleaning equipment requiring ultrasonic washers and autoclaves requires
regular maintenance checks to validate their performance abilities.
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Thoroughly explain the decontamination process. What steps should take place in the
OR? In SPD? Why is cleaning considered the cornerstone of instrument processing
Steps that take place in Operating Room (OR)
Immediate Action After Use: Instruments require immediate wiping or rinsing per
procedures to stop biological materials from attaching to surfaces while drying.
Use of Manual Cleaning and Scrubbing: Scrub techs may perform minimal
instrument manual cleaning only if the OR retrieval becomes delayed under specific
and acceptable conditions to remove tissue or debris.
Identification and Preparation: Surgical instruments of high complexity in
neurosurgical treatments get unique labeling for appropriate disposal methods just
after surgery. Instruments classified as prion high-risk demand dedicated processing
systems.
Steps that take place in the Sterile Processing Department (SPD)
Sorting by Type and Risk Level: The selection of appropriate decontamination
techniques depends on a criticality classification system dividing medical equipment
into critical, semi-critical, and non-critical categories.
Preparation for Cleaning: The instrument cleaning protocol starts with device
disassembly to expose all parts, leading to battery removal and liberated component
cleaning access.
Actual cleaning: Machine scrubbing techniques work alongside manual approaches
whenever cleaning machines are unavailable. Specialized detergents, together with
brushes, destroy all detectable organic contaminants. Machine cleaning happens with
the help of ultrasonic cleaners alongside washer-decontaminators, which eliminate
contaminants from instruments with high-frequency sound waves or pressurized water
streams.
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Sterilization: Instruments need to undergo sterilization because the process eliminates
all microorganisms, including bacterial spores. Steam sterilization (autoclaving)
operates alongside dry heat and chemical sterilization, and hydrogen peroxide vapor
sterilization is a different method.
The drying process following sterilization must happen carefully to prevent tray wash
residues from creating contamination. Solid evidence shows that packaging
examinations confirm the total removal of moisture and materials from instruments
before they move into the packaging stage.
Packaging and Storage: Sterile packaging systems and protective sterile wrapping
ensure instruments stay sterile from transportation to the operating area.
Why Cleaning is Considered the Cornerstone of Instrument Processing
Cleaning is considered the cornerstone of instrument processing because it is the first and
most crucial step in the decontamination chain as effective cleaning;
o Prevents organic Matter from Interfering with Sterilization: When
disinfectants and sterilization techniques encounter blood and tissue remnants
and other organic substances, these materials create protective shields
obstructing pathogen destruction.
o Ensures Sterilization Effectiveness: Proper instrument cleaning remains
essential because improper preparation can reduce a sterilization method's
effectiveness, particularly when autoclaving.
o Prevents Damage to Instruments: The cleaning process protects surgical
instrument sensors from damage formed from hardened remains or aggressive
chemical usage.
Topic 2: Sterilization Methods.
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The Eight Ideas Regarding Sterilization Methods
1. Different Methods for Different Needs: Scientific teams select sterilization techniques
for instrument characteristics alongside their composition and application criteria
(Pérez Davila et al., 2021). Steaming instruments join dry heat with chemical
solutions and radioactively-charged particles as standard sterilization methods.
2. Steam Sterilization (Autoclaving): Among all sterilization approaches, steam
sterilization holds the highest use, where high-pressure steam rises to temperatures
from 121°C to 134°C to terminate microbes (Zhang et al., 2025). The heat, along with
moisture exposure, eliminates microorganisms from instruments that resist these
conditions. Healthcare settings extensively use autoclaving as a preferred method
because of its dependable operations, affordable efficiency, and excellent performance
results.
3. Dry Heat Sterilization: Industrial applications use high-temperature dry heat, such as
temperatures between 160°C–180°C, which provides lengthy soaking periods of 1-2
hours to eliminate microorganisms. The procedure works best for instruments like
glassware, oils, and powders that cannot handle moisture exposure.
4. Chemical Sterilization (Gas Sterilization): The gas ethylene oxide (EtO) facilitates
heat-sensitive instrument sterilization of plastic electrical devices and delicate
equipment (Sherstneva et al., 2022).
5. Hydrogen Peroxide Vapor Sterilization: Low-temperature sterilization of instruments
takes place through vaporized applications of hydrogen peroxide. Endoscopes and
sensitive instruments benefit significantly from this method because they show
sensitivity to heat during sterilization.
6. Radiation Sterilization (Gamma and E-Beam): Medical supplies, including syringes,
gloves, and implants, undergo effective sterilization through Gamma radiation and
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electron beam (e-beam) radiation, according to findings by Visan et al. in 2021. Both
processes eliminate microorganisms through high-energy radiation by targeting
molecules to kill resistant spores.
7. Plasma Sterilization: The instrument sterilization process known as plasma
sterilization utilizes the sterilizing properties of ionized gas plasma to operate
effectively at temperatures below room temperature (Stryczewska & Boiko, 2022).
Surgical robots and endoscopes, among other delicate medical instruments, receive
effective, fast sterilization using this technique. Plasma sterilization provides an
environmentally safe, non-toxic treatment option that replaces older techniques but
lacks compatibility with certain materials.
8. Filtration Sterilization: The application of filtration sterilization remains concentrated
on both liquid and gaseous materials. The process requires fluid filtration by using
filters that exclude microorganisms and bacteria.
Response to the Case Study Scenario Questions.
Define a wet pack.
A wet pack is a condition in which a sterile package or instrument, typically
wrapped in a sterilization wrap or bag, remains damp after sterilization.
Define a wet load
A wet load is when items placed in the sterilizer (usually an autoclave) remain
damp after the sterilization cycle.
Why might the loads be wet? Provide at least three unique causes.
o Overloading the Sterilizer: The sterilizer must remain within its capacity to
create appropriate steam circulation so equipment can dry properly without
leaving moisture traces (Koubaa, 2024.
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o Inadequate Drying Time or Temperature: Proper item drying becomes
impossible when the drying cycle duration or temperature regulation is
ineffective. Insufficient drying phase time in autoclaves leads to wet loads
because adequate moisture elimination is not achieved.
o Improper Packaging: Precise packing of items matters in sterilizing equipment
because close arrangements between products create barriers to steam flow,
resulting in poor drying. Packaging materials that fail to meet sterilization
standards will keep moisture trapped inside.
o Failure of Autoclave Cycle Settings: Incorrect setting-up of autoclave devices
due to pressure and temperature requirements during sterilization time
generates bad sterilization outcomes, which causes items to retain moisture.
What solutions can Kristine apply to ensure the processed instrument sets aren't wet?
o Extend Drying Time: The drying cycle on the autoclave requires sufficient
duration to evaporate all moisture.
o Verify Temperature and Pressure: The sterilizer must operate between 121°C
and 134°C to complete proper sterilization while drying instruments
adequately (Chiozzi et al., 2022).
o Kristine should resist adding too many items into the sterilization device at
once.
o Choose Appropriate Packaging Materials: Kristine must select materials that
let steam dissipate efficiently while helping evaporate moisture between each
instrument for sterilization instrument packaging.
Discuss how this issue affects the operating room and the sterile processing
department. How should Kristine handle the wet packages to ensure quality control?
Impact on the Operating Room (OR):
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o Wet packages can compromise the sterility of surgical instruments (Frizziero et
al.,2021). If moisture is present inside the sterilized packages, it may lead to microbial
growth, contaminating the instruments and thus infected.
o When wet packages are found in the OR, surgery can be delayed since the surgical
team has to wait for a new set of instruments to be sterilized and dried.
o Moisture within the packs promotes corrosion or rusting of metal instruments. Broken
sterile instruments can jeopardize the safety of personnel; plus, it might also be costly
to repair or replace them.
Impact on the Sterile Processing Department (SPD)
o Wet packages also translate to reprocessing of contaminated instrument sets by SPD
personnel, which can cause significant delays and workflow interruption.
o Handling wet packages can put additional stress on SPD personnel, causing their
workloads and even the quality of work to increase.
o Wet packages indicate something is wrong with the drying or sterilization process. If
this is not attended to on schedule, it will weaken the general quality control
mechanisms within SPD and make errors in instrument sterilization more common.
How Kristine Should Handle Wet Packages to Ensure Quality Control
o Kristine should immediately identify and segregate any wet packages, as wet
packages should not be used in the operating room or stored in sterile areas.
o The affected instrument sets should be reprocessed through the cleaning,
decontamination, and sterilization cycle.
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o Kristine should document the incident thoroughly in the quality control log.
This will help identify recurring issues, track equipment or process failures,
and provide a basis for future corrective actions.
o Kristine should inspect the autoclave or other sterilization equipment for any
malfunctions that could lead to wet packages. Regular checks should be
conducted to verify that the drying cycles are functioning correctly.
Conclusion
Ensuring proper decontamination and sterilization of surgical instruments is critical to
maintaining patient safety, preventing infections, and ensuring the smooth operation of
healthcare facilities. The issue of wet packages, whether caused by improper loading,
insufficient drying cycles, or equipment malfunction, can compromise the sterility of
instruments, placing patients at risk of healthcare-associated infections (HAIs). This problem
also disrupts workflows in the operating room (OR) and sterile processing department (SPD),
leading to surgery delays, increased workloads, and potential financial losses due to damaged
instruments and repeated processing.
Addressing these challenges requires a thorough understanding of decontamination
principles, adherence to sterilization best practices, and proactive quality control measures.
By fostering collaboration between the OR and SPD and emphasizing the importance of
sterility in infection control, healthcare facilities can safeguard patient outcomes, enhance
operational efficiency, and uphold their commitment to delivering safe, high-quality care.
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