Module #1

James E. Carpenter, MDPeter M. Murray, MD

Sterile Technique & Ortho. Surgery Room Setup

Developed by the Surgical Skills Task Force of the American Board of Orthopaedic Surgery (ABOS) in collaboration with the American Academy of Orthopaedic Surgeons (AAOS), and the American Orthopaedic Association (AOA)/Council of Orthopaedic

Residency Directors (CORD)

Presentation #3: Preparing a Patient’s Shoulder for Surgery

Preparing a patient for shoulder surgery

ABOS/AAOS Surgical Skills Task Force 2013

Before entering the O.R.• Identify patient, mark site per

AAOS guidelines:– “X” on site with initials– Level written for spine cases– Mark must be visible after prepping

and draping• Patient communication:– Explain process– Last questions– Identify family/friend contact

Pre-op Safety Checklist (AAOS)

Shoulder surgery

• Beach chair position– Most common– Open and arthroscopy

• Lateral position– Arthroscopy: instability– Unusual cases

Positioning considerations

• Neutral neck position– Varies by patient– Kyphosis common in elderly

• Protect uninvolved arm – Ulnar nerve free of compression– Neutral wrist position (slightly dorsiflexed)

• Protect legs– SCD’s – Heels, peroneal nerves free of compression

Beach chair position 1

• Position on table with trochanters at flex point• Flex knees over leg support cushion

Beach chair position 2

• Place head supports and sit up 50-70 degrees• Adjust to achieve neutral neck position for

that patient, careful with kyphosis

Beach chair position 3

• Outline area for prepping with steridrapes or equivalent

Beach chair position 4

• Suspend arm from IV pole with Kerlix or stockinette

• Leave long loop so that pole can be moved further from field

Beach chair position 5

• Prep field– Chloraprep or other chlorhexadine prep preferred– Work from incisional area outward

Beach chair position 6

• Draping: plan on using two layers of impervious draping over most of area

• Start with first layer from below, then above

Beach chair position 7

• Use 2 “U” drapes, first from below, then from above

• For arthroscopy can use drapes with fluid collection pouches

Beach chair position 8

• Hold arm with towel, circulator releases kerlix/stockinette

• Sterile extremity sleeve rolled down over hand to elbow

Beach chair position 9• If arm holder is to be used the arm is strapped

to forearm holder• Coban/tape applied to secure arm– Avoid tight wrap at elbow, risk for nerve injury high!

Beach chair position 10

• Ioban sheet cut into pieces (e.g. ½, ¼, ¼)• Axilla drapped over, impervious stockinette is

sealed, edges of drapes secured to skin

Lateral position 1

• Position on bean bag slightly tipped back, “axillary” roll goes under upper chest (not in axilla)

• Secure with wide tape to prevent loss of position

• Neck in neutral position with blankets

• Down leg protected (peroneal nerve)

• Pillow between legs

Lateral position 2

• Outline site with steridrapes (or equivalent)• Suspend arm from IV pole, keep loop long

Lateral position 3

• Use two layers of drapes• First layer drapes at edges of field (usually

smaller drapes)• The 2 “U” drapes, one from below, one from

above

Lateral position 4

• Hold arm with towel, circulator releases kerlix• Sterile sleeve is rolled down to elbow• Arm is wrapped with Coban with loop at hand• No tight wrap at elbow, high risk for nerve injury!

Lateral position 5

• Ioban cut into pieces (e.g. ½, ¼, ¼)• Axillla draped off• Stockinette sealed, edges of drape secured

Preparing patient for shoulder surgery

• Positioning, prepping, draping complete!• Ready for Surgical TIME OUT