your endoscopy setting! salem/union hospital reprocessing in … in your... · 2015. 3. 12. ·...

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Slide 1 Aiming Higher to Exceptional Reprocessing in Your Endoscopy Setting! Lisa Heard, BSN RN CPN CGRN Director, Perioperative and Endoscopy Services North Shore Medical Center Salem/Union Hospital ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ Slide 2 Objectives Review potential for transmission of pathogens in endoscopy Describe current guidelines and recommendations for endoscopic reprocessing Discuss a quality assurance program in high level disinfection of endoscopes ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ Slide 3 ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________

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Page 1: Your Endoscopy Setting! Salem/Union Hospital Reprocessing in … in your... · 2015. 3. 12. · ASGE - Improving Quality and Safety in Your Endoscopy Unit Course Quality in Reprocessing

Slide 1

Aiming Higher to Exceptional Reprocessing in Your Endoscopy Setting!

Lisa Heard, BSN RN CPN CGRNDirector, Perioperative and Endoscopy Services

North Shore Medical Center

Salem/Union Hospital

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Slide 2 Objectives

• Review potential for transmission of pathogens in

endoscopy

• Describe current guidelines and recommendations for

endoscopic reprocessing

• Discuss a quality assurance program in high level

disinfection of endoscopes

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Slide 3

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Page 2: Your Endoscopy Setting! Salem/Union Hospital Reprocessing in … in your... · 2015. 3. 12. · ASGE - Improving Quality and Safety in Your Endoscopy Unit Course Quality in Reprocessing

Slide 4 Transmission of Pathogens in Endoscopy

• Flexible endoscope reprocessing has been shown to have

a narrow margin of safety. Any slight deviation from the

recommended reprocessing protocol can lead to the

survival of microorganisms and an increased risk of

infection (Alfa, 2006)

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Slide 5 Transmission of Pathogens in Endoscopy

• CLEANR study> Factors that Contribute to Nonadherence with Endoscope Reprocessing Guidelines: A

Prospective Study Overview of Findings from the CLEANR Study

(CLinical Evaluation and Assessment of ENdoscope Reprocessing)

Ofstead, CL et al, 2010

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Slide 6 Distal Tip of Olympus Scope

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Page 3: Your Endoscopy Setting! Salem/Union Hospital Reprocessing in … in your... · 2015. 3. 12. · ASGE - Improving Quality and Safety in Your Endoscopy Unit Course Quality in Reprocessing

Slide 7 Brush After Removal

Brush inserted 10 cm into air water channel

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Slide 8 Endoscope Channels

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Slide 9 Transmission of Pathogens in Endoscopy

• Breeches in the news:

> February 2008

— A hepatitis C outbreak in Las Vegas is traced to an endoscopy center,

prompting tests of 50,000 patients, physicians and staff for hepatitis

and HIV

> December 2008

— At the VA Hospital in Murfreesboro, TN, the use of an incorrect

connector results in widespread patient notifications and MSNBC

coverage

> April 2009

— One patient tested positive for HIV and seven others for hepatitis C

after colonoscopies at a VA facility in Miami

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Page 4: Your Endoscopy Setting! Salem/Union Hospital Reprocessing in … in your... · 2015. 3. 12. · ASGE - Improving Quality and Safety in Your Endoscopy Unit Course Quality in Reprocessing

Slide 10 Transmission of Pathogens in Endoscopy

• Breeches in reprocessing protocols in the news:

> October 2011

— Widely reported that a clinic in Ottawa, Ontario has been improperly

reprocessing upper and lower GI Endoscopes for almost a decade,

requiring the notification of 6,800 patients

> April 2013

— Reported an Atlanta Ambulatory Surgery Center warns 456 patients

they may have been exposed to HIV, Hepatitis B or C due to

reprocessing errors. According to report, "the surgery center staff

cleaned the endoscopy instruments with enzymatic soap after each

use… but failed to perform the final recommended step of soaking the

equipment in a high-level disinfectant."

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Slide 11 Transmission of Pathogens in Endoscopy

• Risk for potential transmission of infectious agents during

gastrointestinal (GI) endoscopy

• Estimated frequency is low - 1 in 1.8 million procedures

• Endoscopy-related infection may occur when microorganisms are

spread or transmitted from patient to patient by contaminated

endoscopic or accessory equipments

• Concluded that proper cleaning, disinfection, and reprocessing of

endoscopes and accessories help to minimize the risk for infection

transmission

Wu, H., Shen, B., 2010

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Slide 12 Safeguards for Manual Errors in Reprocessing

• Automated processes > Scope buddy

> Endo Flush

> ASP Evotech

> Medivator Advantage

> MIT?

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Page 5: Your Endoscopy Setting! Salem/Union Hospital Reprocessing in … in your... · 2015. 3. 12. · ASGE - Improving Quality and Safety in Your Endoscopy Unit Course Quality in Reprocessing

Slide 13 Safeguards for Manual Reprocessing

• Invested, engaged staff

• Competent, knowledgeable trainers and leaders

• Consistent, well defined, quality assurance program

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Slide 14 Current Guidelines and Recommendations

Joint Commission

• Joint Commission Online, July 20, 2011 “Focus on sterilization and high-level disinfection processes -

…beginning in 2010, surveyors have spent additional time during

survey evaluating the cleaning, disinfection and sterilization (CDS)

processes. Earlier this year, Joint Commission surveyors received

in-depth training on sterilization processes… Within the next

several months, a similar educational module will be delivered on

HLD of endoscopes”.

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Slide 15 Current Guidelines and Recommendations

Center for Medicare and Medicaid Services (CMS)

• Equipment preprocessing is an area targeted my CMS > Centers cited for deficient practice are required to correct them

> Failure to correct risks termination of Medicare participation

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Page 6: Your Endoscopy Setting! Salem/Union Hospital Reprocessing in … in your... · 2015. 3. 12. · ASGE - Improving Quality and Safety in Your Endoscopy Unit Course Quality in Reprocessing

Slide 16 SGNA Resources

• Standards of Infection Control in Reprocessing of Flexible

Gastrointestinal Endoscopes

• Guideline for the Use of High Level Disinfectants and Sterilants for

Reprocessing of Flexible Gastrointestinal Endoscopes

• Reuse of Single Use Critical Medical Devices - position statement

• Statement on Reprocessing of Water Bottles Used During Endoscopy

• Statement on Reprocessing of Endoscopic Accessories and Valves

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Slide 17 SGNA's Infection Prevention Champions Program

• The goal of this program is for each facility/setting across the country

to have a Champion who acts as the link to the most up-to-date

information about infection prevention.

• SGNA has created an Infection Prevention resources and toolkit to aid

the Champion and others who seek this important information

• Must apply to become a Champion

• Champions have increased access to resources, education,guidelines

• SGNA News, Quarter 2, 2013

• www.sgna.org/InfectionPrevention.aspx

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Page 7: Your Endoscopy Setting! Salem/Union Hospital Reprocessing in … in your... · 2015. 3. 12. · ASGE - Improving Quality and Safety in Your Endoscopy Unit Course Quality in Reprocessing

Slide 19 ASGE - Improving Quality and Safety in Your Endoscopy Unit Course

• Quality in Reprocessing and Infection Control > Infection control in endoscopy:

— Endoscopy-associated infection transmission, reprocessing guidelines, and what

to do if infection is suspected

— Safe injection practices and contact precautions

> Training in proper disinfection and reprocessing:

— Working guide to disinfection solutions and reprocessing equipment; Endoscope

reprocessor operations

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Slide 20 Certification Board for Sterile Processing and Distribution

Certified Fiberoptic Endoscope Reprocessor Exam

• Infection Control

• Reprocessing Techniques

• Standard Equipment for Endoscopic Procedures

• Chemicals

• Rules and Regulations

• Safety

• Basic Medical Competencies and Performance Standards

• Recordkeeping

• Specimen Handling

• Ethical Standards

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Slide 21 2011

Multi-Society Guideline

In-Depth Review

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Page 8: Your Endoscopy Setting! Salem/Union Hospital Reprocessing in … in your... · 2015. 3. 12. · ASGE - Improving Quality and Safety in Your Endoscopy Unit Course Quality in Reprocessing

Slide 22 Multi-Society Guideline 2011

• American Society for Gastrointestinal Endoscopy

• Society for Healthcare Epidemiology

• American College of Gastroenterology

• American Gastroenterological Association

• American Society of Colon and Rectal Surgeons

• Accreditation Association for Ambulatory Health Care

• Association of periOperative Registered Nurses

• Association of Professionals in Infection Control and Epidemiology

• The Joint Commission

• Society of American Gastrointestinal and Endoscopic Surgeons

• Society of Gastroenterology Nurses and Associates

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Slide 23

Category IA

Strongly recommended for implementation and strongly supported by well-designed

experimental, clinical or epidemiologic studies

Category IB

Strongly recommended for implementation and supported by some experimental, clinical or epidemiologic studies and a

strong theoretical rationale

Category IC

Required by state or federal regulations. Because of state

differences, readers should not assume that the absence of an IC

recommendation implies the absence of state regulations

Category II

Recommended for implementation and supported by suggestive clinical

or epidemiologic studies or theoretical rationale

No recommendation

Unresolved issue. Practices for which insufficient evidence or no

consensus regarding efficacy exists

Category

Recommendations

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Slide 24 Personnel

• All health care personnel in the endoscopy

suite should be trained in and adhere to

standard infection prevention and control

recommendations including those to protect

both patients and health care workers

Category IA

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Page 9: Your Endoscopy Setting! Salem/Union Hospital Reprocessing in … in your... · 2015. 3. 12. · ASGE - Improving Quality and Safety in Your Endoscopy Unit Course Quality in Reprocessing

Slide 25 Pre-cleaning and Transport

• After point-of-use pre-cleaning, transport the soiled

endoscope to the reprocessing area for subsequent

steps in high-level decontamination before remaining

soil dries

• During transportation, soiled endoscopes should be

contained in a manner that prevents exposure of

staff, patients or the environment to the potentially

infectious organisms

• An open container can suffice for transport to

immediately adjacent reprocessing rooms, but fully

enclosed and labeled containers or bags should be

used for transportation to distant reprocessing areas

Category II

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Slide 26 Leak Testing

• Perform pressure/leak testing after each use and

before formal reprocessing, according to manufacturer

guidelines

Category IB

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Slide 27 Manual Cleaning

• Before manual or automated high-level disinfection,

clean endoscope, valves, channels, connectors and

all detachable parts

• Disconnect and disassemble endoscope

components and immerse the endoscope and

components in an appropriate detergent that is

compatible with the endoscope

• Flush and brush all accessible channels to remove

all organic and other residues

• Repeatedly actuate the valves during cleaning to

facilitate access to all surfaces

• Clean the external surfaces and components of the

endoscope by using a soft cloth, sponge, or brushes

Category IB

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Page 10: Your Endoscopy Setting! Salem/Union Hospital Reprocessing in … in your... · 2015. 3. 12. · ASGE - Improving Quality and Safety in Your Endoscopy Unit Course Quality in Reprocessing

Slide 28 Manual Cleaning

• Use brushes appropriate for the size of the endoscope

channel, parts, connectors and orifices cleaning

• Cleaning items should be disposable or thoroughly

cleaned and disinfected/sterilized between uses

• Discard enzymatic detergents after each use because

these products are not microbicidal and will not retard

microbial growth

• Reusable endoscopic accessories that break the

mucosal barrier should be mechanically cleaned and

then sterilized between each patient use

Category II

Category IB

Category IA

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Slide 29 Accessories

• Ultrasonic cleaning of reusable endoscopic accessories

and endoscope components may be used to remove

soil and organic material from hard-to-clean areas

• Endoscopes and accessories that come in contact with

mucous membranes are classified as semi critical items

and should receive at least high-level disinfection after

each patient use

Category II

Category IA

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Slide 30 High Level Disinfectants

• Use a high-level disinfectant cleared by the FDA for

high-level disinfection

• The exposure time and temperature for disinfecting

semi-critical patient care equipment vary among the

FDA-cleared high-level disinfectants

Category IA

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Page 11: Your Endoscopy Setting! Salem/Union Hospital Reprocessing in … in your... · 2015. 3. 12. · ASGE - Improving Quality and Safety in Your Endoscopy Unit Course Quality in Reprocessing

Slide 31 High Level Disinfectants

• Select a liquid disinfectant or sterilization technology

that is compatible with the endoscope

• As newer disinfectants become available, persons or

committees responsible for selecting disinfectants for

GI endoscope reprocessing should be guided by

FDA clearance of these products and by information

in the scientific literature

Category IB

Category II

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Slide 32 High Level Disinfection Process

• Completely immerse the endoscope and its

components in the high-level disinfectant solution and

ensure that all channels are perfused

• Users should obtain and review model-specific

reprocessing protocols from both the endoscope and

the AER manufacturers and check for compatibility

Category IB

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Slide 33 High Level Disinfection Process

• If an AER is used, place the endoscope and it’s

components in the reprocessor and attach all channel

connectors according to the AER and endoscope

manufacturers’instructions to ensure exposure of all

internal surfaces with the high-level disinfectant solution

• If an AER cycle is interrupted, high-level disinfection or

sterilization cannot be ensured; therefore, the cycle

should be repeated

Category IB

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Page 12: Your Endoscopy Setting! Salem/Union Hospital Reprocessing in … in your... · 2015. 3. 12. · ASGE - Improving Quality and Safety in Your Endoscopy Unit Course Quality in Reprocessing

Slide 34 High Level Disinfection Process

• After high-level disinfection, rinse the endoscope and

flush the channels with sterile, filtered or tap water to

remove the disinfectant solution

• Discard the rinse water after each use/cycle

• Flush the channels with 70% to 90% ethyl or isopropyl

alcohol and dry by using forced air

Category IA

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Slide 35 Storage

• When storing the endoscope, hang it in a vertical

position to facilitate drying (with caps, valves and

other detachable components removed, per

manufacturers instructions)

• Endoscopes should be stored in a manner that will

protect them from contamination.

Category II

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Slide 36 Hang Life

• Although reuse of endoscopes within 10 to 14 days of

high-level disinfection appears to be safe, the data are

insufficient to provide a maximal duration for use of

appropriately cleaned, reprocessed, dried, and stored

flexible endoscopes

• Per Guideline may be advisable, particularly for

instruments:> used infrequently because of low volumes or specialty applications

> used in patients at high-risk of infection such as those whose immune systems

are suppressed by medications or disease

> Used in procedures with anticipated entry to otherwise sterile regions such as

the biliary tree, pancreas and peritoneal space

No Recommendation

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Page 13: Your Endoscopy Setting! Salem/Union Hospital Reprocessing in … in your... · 2015. 3. 12. · ASGE - Improving Quality and Safety in Your Endoscopy Unit Course Quality in Reprocessing

Slide 37 Documentation

• Maintain a log for each procedure to assist in

an outbreak investigation

• Log must indicate the following> Patient’s name

> Medical record number (if available)

> Procedure

> Serial number or other identifier of the endoscope and AER

Category II

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Slide 38 Minimal Effective Concentration

• Perform routine testing of the liquid high-level

disinfectant to ensure at least the minimum

effective concentration of the active ingredient

• Check the solution at the beginning of each day of

use (or more frequently) and document the

results

• If the chemical indicator shows that the

concentration is less than the minimal effective

concentration, the solution should be discarded

• Discard the liquid high-level disinfectant at the end

of its reuse life regardless of the minimal effective

concentration

Category IA

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Slide 39 Personal Protective Equipment

• Personal protective

equipment (PPE) should

be readily available and

should be used to protect

workers from exposure to

chemicals, blood or other

potentially infectious

material

Category IC

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Page 14: Your Endoscopy Setting! Salem/Union Hospital Reprocessing in … in your... · 2015. 3. 12. · ASGE - Improving Quality and Safety in Your Endoscopy Unit Course Quality in Reprocessing

Slide 40 Outbreak Reporting

Endoscopy-related infections should be

reported to all of the following:

• Infection control at the institution

• Appropriate public health agency (state or local

health department as required by state law or

regulation)

• FDA

• Manufacturers of:> endoscope

> disinfectant/sterilant

> AER (if used)

Category IC

Category IB

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Slide 41

Instituting a Quality

Assurance Program

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Slide 42 Assess Your Practice and Environment

• Understand your baseline

> Observe practice

> Interview the reprocessing staff

> Physical space

> What resources are they using

> Education / training

> Role clarity

> Communication

> Global perspective

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Page 15: Your Endoscopy Setting! Salem/Union Hospital Reprocessing in … in your... · 2015. 3. 12. · ASGE - Improving Quality and Safety in Your Endoscopy Unit Course Quality in Reprocessing

Slide 43 Reprocessing Room Recommendations

• Adequate space for reprocessing activities

• Proper airflow and ventilation requirements

• Work flow patterns

• Work surfaces, lighting

• Adequate utilities - electrical support and water

• Hand washing and eye washing facilities

• Air drying capability

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Slide 44 Quality Assurance

• Elements of the QA program should include:

> Supervision

> Training

> Annual competency review

> Methods of assuring the availability of appropriate equipment and

supplies

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Slide 45 Supervision

• Supervisory personnel must be familiar with the principles and

practices of instrument reprocessing if they are to properly train and

monitor staff

• Knowledgeable supervisors also serve to impress upon peer groups

and subordinates the importance of these functions

• An individual in the endoscopy setting should be designated and

assigned to monitor compliance with the reprocessing protocol

(SGNA, 2007)

> SME trainers

— CFER certified

— Nurse and technician team

— Central Processing Department

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Page 16: Your Endoscopy Setting! Salem/Union Hospital Reprocessing in … in your... · 2015. 3. 12. · ASGE - Improving Quality and Safety in Your Endoscopy Unit Course Quality in Reprocessing

Slide 46 Personnel

• Decisions must be made regarding the number and category of personnel that will be responsible for instrument reprocessing.

• Only individuals, who are able to read, understand, and implement instructions … should be given the responsibility to reprocess such instruments (ASTM, 2000)

• Temporary personnel should not be allowed to clean or disinfect instruments in either a manual or an automated reprocessing system (ASTM, 2000)

• Knowledge is developed through repetition and the guidance of a preceptor

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Slide 47 Education and Training

• All staff must -

> adhere to infection control principles

> not deviate from the recommended reprocessing protocol

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Slide 48 Education and Training

• All staff must –

> Be orientated in and maintain continuing education in the following

topics:

— Standard precautions

— Personal protective equipment (PPE)

— OSHA rules on occupational exposure to blood-borne

pathogens

— Reprocessing procedures for endoscopes and accessories

— Mechanisms of disease transmission

— Maintenance of a safe work environment

— Safe handling of high level disinfectants (HLD) and sterilants

— Procedures for waste management

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Page 17: Your Endoscopy Setting! Salem/Union Hospital Reprocessing in … in your... · 2015. 3. 12. · ASGE - Improving Quality and Safety in Your Endoscopy Unit Course Quality in Reprocessing

Slide 49 Annual Competency

• Specific training with documented competency must be

completed at least annually:

> For new equipment introduced in facility

> New models of endoscopes

> Automatic endoscope reprocessors

• All persons must be properly trained and their

performance subject to periodic review and audit

• Annual competencies - Return demonstration

• Random Consistent audits

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Slide 50 Audit Example

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Slide 51

North Shore Medical Center

Employee Name________________________ NSMC Employee

Number_______________________

Preceptor Name(s)______________________ Dates of competency

______________________

Evaluation Method

Competency Level

A. Direct Observation E. Written Test 1. Met

B. Customer Feedback F. Verbalizes Knowledge 2. Not Met

C. Documentation Review G. Other (describe) 3. Not applicable to practice area

D. Analysis of Data

Competency:

Demonstrates the ability to competently perform endoscope cleaning

and disinfection

Evaluation

Method

Competency

Level

Competency

Evaluator’s

Signature

Date

Evaluated

Prior to competency assessment, employee must complete the following:

Demonstrated competency “Use and Testing of Cidex OPA”

Locate and describe use of Cidex OPA MSDS

A,F

Demonstrates safe handling of high level disinfectants (HDL) A

Describes and demonstrates spill containment plan F

Pours and labels Cidex OPA solution per manufacturer’s instructions.

Refers to these instructions for questions and rationale. A,F

If using a bin or GUS station, employee labels container holding Cidex

OPA with the following:

Solution name

Date opened

Expiration date

Preparer’s name

A

Labels all opened unused Cidex OPA bottles with date opened and

expiration date. A

Demonstrates testing and documentation of chemical disinfectant

minimum effective concentration (MEC) – see MEC Specific

competency

A,C

Demonstrates correct procedure for changing the high level

disinfectant(HDL) in the AER reservoir A

Demonstrates use of personal protective equipment (gloves, eye

protection, impervious gown, face shield or simple surgical mask that A

Competency: Endoscope Cleaning and High Level Disinfection

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Page 18: Your Endoscopy Setting! Salem/Union Hospital Reprocessing in … in your... · 2015. 3. 12. · ASGE - Improving Quality and Safety in Your Endoscopy Unit Course Quality in Reprocessing

Slide 52 Methods of Assuring the Availability of Appropriate Equipment and Supplies

• Daily Rounds

• White board

• Problem tracking tools

• Chain of Command

• Par levels

• SME

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Slide 53 Perfect World Scenario

ENDOSCOPE

REPROCESSING

RN

(CGRN / CFER)

Tech (CFER)

Subject Matter Expert

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Slide 54 Review of QA Development

• Review and understand guidelines

• Review your environment

• Identify stakeholders

• Identifying responsible trainers

• Create competencies

• Developing audit tools

• Annual review and revision

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Page 19: Your Endoscopy Setting! Salem/Union Hospital Reprocessing in … in your... · 2015. 3. 12. · ASGE - Improving Quality and Safety in Your Endoscopy Unit Course Quality in Reprocessing

Slide 55

Thank You!

[email protected]

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