INSIDE THE CURRENT ISSUE

October 2012

CS Connection

Instrument being tested with the
3M Clean-Trace Hygiene Management System

Advanced monitoring tools increase sterility assurance odds

by Julie E. Williamson

By now, sterile processing professionals should be no stranger to the phrase, "You can’t sterilize what isn’t clean." They also understand that bioburden nestled in hard-to-reach nooks and crannies — and lingering microorganisms that are invisible to the naked eye — can have devastating consequences on patient outcomes.

That knowledge doesn’t always translate into effective practice, however. In some cases, limited resources, such as staffing, time and instrument inventory, can lead to haste and potentially dangerous shortcuts. Insufficient staff education and training also play a key role in processing-related missteps that call into question the effectiveness of high-level disinfection and sterilization. And the risks don’t end there. Even the most quality-focused, skilled and conscientious technicians may have seen their device processing efforts fall short because of somewhat limited testing product capabilities, and conflicting or confusing instructions for use and standards, among other challenges.

Fortunately, that’s all beginning to change. "The lack of global standardization and harmonization of practices has been an issue which is now being addressed, and vendors are supplying products that adhere to the standards and provide certification to prove that they comply," said Crystal Shipley, Valisafe product manager at Medisafe America.

Medisafe America offers a full line of Wash Checks to
detect residual proteins on devices and equipment.

Product innovation plentiful

Today’s sterility assurance products are moving well beyond the capabilities of their not so distant predecessors. One of the most notable improvements, sources agreed, is the addition of cleaning verification tools, such as protein and Adenosine Triphosphate (ATP) testing.

"In the past, we relied only on visual inspection, which is very subjective," noted Rose Seavey, MBA, BS, RN, CNOR, CRCST, CSPDT, president and CEO, Seavey Healthcare Consulting LLC. "We now have many tools that we can use to verify that our automatic washers are working properly and that we have done a good job of cleaning the items before they go into the sterilizer."

Standards are helping drive the development and implementation of such products. Until 2008, there were no specific professional recommendations relative to monitoring the cleaning process, said Ray Taurasi, MBA, CRCST, CHL, FCS, ACE, director of clinical sales and services for Healthmark Industries’ eastern region. "Now, both AORN and AAMI recommendations call for routine monitoring of the performance of automated cleaning equipment, manual processes, and the cleaning efficacy of medical devices."

Aside from products that monitor automatic washers, automatic endoscope reprocessors, ultrasonics, cart washers, and the like, there are also tools that verify the cleanliness of complex medical devices, such as endoscopes and cannulated instruments. Such tests can detect residual soils like blood, protein and carbohydrates, which are commonly found in difficult to clean devices.

SPSmedical's STEAMPlus Sterilization Integrator is FDA cleared as equivalent in performance to a BI, giving users an immediate indication whether their BI will pass or fail.

"When soils are detected prior to sterilization, the items can be re-cleaned, allowing for effective sterilization outcomes," Taurasi explained. Healthmark’s ProFormance line of monitoring tools provides an objective test of cleaning methods — from cart washers, sonic cleaners, washer-disinfectors, and lumen and flexible scope washers — and tests that check for residual soils on instruments and surfaces.

Medisafe has seen its cleaning test product line grow in popularity. The company offers a full line of Wash Checks, as well as the Scope Check protein detection kit that detects protein residues within one microgram sensitivity. "If protein is present, the test will turn blue within ten seconds," said Shipley, adding that the higher the level of protein contamination, the darker and faster the color changes.

3M’s Clean-Trace Hygiene Management System advances cleaning verification beyond visual assessment by employing ATP bioluminescence detection. This provides an objective, quantifiable approach to assessing and measuring cleaning efficacy, according to Dorothy Larson, 3M technical service representative for sterilization monitoring products.

Improvements are also apparent on the sterilization monitoring side, with shorter incubation times for biological indicators being one of them. "This advancement has allowed shorter load release times, improving productivity," said Pam Rockow, senior endoscopy product market manager, Getinge USA Inc.

While BIs remain the gold standard for sterility assurance, some FDA-approved products, such as SPSmedical Supply Corp.’s STEAMPlus Sterilization Integrator and STEAMPlus Integrator Test Pack, have been cleared as "equivalent in performance to a biological indicator (BI)," while also providing immediate verification that the parameters of sterilization have been met," explained Matt Beauchaine, channel marketing manager, SPSmedical Supply Corp. Still, he stressed that such products do not replace the use of a BI. "They should be used in conjunction with biological indicators." For the highest level of sterility assurance, staff should monitor every steam sterilizer load with a process challenge device (PCD) that has been FDA-cleared as equivalent in performance to a BI test pack, while also including sterilization integrator strips in each pouch, wrapped tray and rigid container, he continued.

Early read out products are available, but conventional BI results still require ten to 48 hours of incubation, depending on the product, Beauchaine added. Recognizing that SPDs need faster conventional BIs than this, the industry is working hard to meet that need.

"It is not out of the realm of possibility to see a conventional BI with a six- to eight-hour final readout in the next five to ten years," he predicted.

Another major shift in the U.S. sterility assurance segment is the recognition of the Class 6 emulating indicator by the Food and Drug Administration and professional organizations, such as the Association for the Advancement of Medical Instrumentation (AAMI). The harmonized guidance document AAMI/ANSI/ISO 11140-1 refers to Class 6 indicators as "cycle verification indicators." These indicators are designed to react to all critical variables of specified sterilization cycles, with the stated values correlated to the actual sterilization processes, explained Mary Beth Nooney, product manager, STERIS Infection Prevention Technologies. A steam Class 6 chemical indicator used in a 132-degree Celsius (270-degree Fahrenheit), four-minute process would have the stated value of 132-degree Celsius and four minutes, she noted.

The Getinge Assure SafeStep Contamination Monitoring System is a handheld ATP testing device that allows healthcare professionals to test all of the places where bacteria hide.

"Class 6 indicators are used to monitor standard steam sterilization loads, as well as the internal contents of packaged items. Class 6 technologies have also proven to be useful in monitoring the extended exposure times required for some of the newer medical devices and device containment systems, which have become increasingly more complex," Nooney continued, noting that extended cycle times are also being addressed by new Class 6 emulating indicator challenge packs. "These are designed with the necessary chemical challenge to clearly indicate when the exposure phase of a sterilization cycle has met a longer time parameter."

Packaging that is validated with the various sterilization modalities and cycles in a facility is another critical factor to consider when it comes to sterility assurance. Undetected, torn sterilization wrap, for example, can jeopardize sterilization outcomes and place patients at risk. To address this issue, many manufacturers offer closed rigid containers, said Janet Moran, RN, BSN, MBA, CNOR, senior clinical education consultant for Advanced Sterilization Products. Systems, such as the ASP SteriTite sealed container system, eliminate the need for wrap and protect packaged items for sterilization, transportation, storage, and aseptic presentation of contents.

Competency critical

Despite the advancements in the sterility assurance product segment, industry experts were quick to point out that these tools alone cannot guarantee sterilization success. Among the greatest barriers to success is sterile processing professionals’ lack of familiarity with manufacturer instructions for use, which is often directly responsible for products’ improper use.

One common example, according to Moran, is the Instructions for Use (IFU) for BIs that states that the indicators should be stored away from heat sources, such as incubators. "Many SPD staff members do not follow this instruction," she said. "It is important to always follow the manufacturers’ IFU, as well as professional organizations’ guidelines in determining when and how a BI is to be used for a particular sterilization modality and cycle."

The list of common mistakes that negatively impact sterility assurance goes on. As a consultant who visits many facilities, Seavey has seen some very "creative" ways of positioning process challenge devices or test packs. "I frequently see BI, CI or Bowie Dick PCDs placed on their edge, leaning up against the side of the carts, under or on top of a package or container, and often not even over the drain."

FDA cleared as equivalent in performance to an AAMI BI Test Pack, SPSmedical's STEAMPlus Sterilizer Test Pack is a compliant and cost effective way to monitor all routine loads.

Running sterility assurance products incorrectly, insufficiently, or using the wrong tool in a particular sterilization process are also common mistakes, vendor experts acknowledged. What’s more, the ongoing push in some facilities to turn instruments around quickly to meet procedural demand is another factor that can contribute to improper product use, expedited instrument processing and sterilization failures.

"Busy healthcare facilities are continuously searching for ways to improve instrument turnaround time. Since many of the sterility assurance products out on the market require time to read results, this time can equate to downtime for surgical staff and increased inventory levels," explained Nooney of STERIS. "Manufacturers are capable of producing products that provide faster results, but, ultimately, it is the facility that must determine how to adopt the new technology to assure maximum efficiency without introducing additional patient risk."

Sometimes, the IFUs themselves are to blame for user error and sterilization failure. Getinge’s Rockow explained that as different products, instruments and equipment all vary, it is sometimes difficult to have them all work in unison. An instrument manufacturer may say to process for 13 minutes at a particular temperature, for example, and another instrument may require something entirely different. "The instructions may require different sterilizer temperatures, and the process challenge device instructions are outside the parameters," she said. "FDA, AAMI and manufacturers will need to work in unison."

While each of these challenges, and more, can negatively impact sterility assurance, the good news is most problems can be corrected through comprehensive, ongoing staff education. "Overall, misuse of QA tools occurs due to a lack of training and understanding of end users. It is essential that all personnel using QA devices receive proper training and education on the use and interpretation of the products they use," said Taurasi. He noted that users must demonstrate their competency in using such tools, and they should also have a complete understanding of the sterilizers and various cycles they are using.

Nooney suggested that healthcare facilities designate a team leader to assure that new hires are properly trained and that departmental procedures are correctly followed. "These best practice activities will make the department run smoother and, more importantly, help reduce sterile processing errors."

Sterilizer qualification testing is another factor that SPD staff cannot overlook. According to Sandra Velte, BA, CSPDT, who serves on 3M Sterilization’s Technical Service Team, this testing is sometimes performed incorrectly following a steam sterilization process failure. "Qualification testing is conducted after events occur, which could affect the ability of the sterilizer to perform. This testing is performed after sterilizer installation, relocation, malfunction, major repairs, and sterilization process failures," she stressed.

Checklists can prove invaluable for ensuring that staff members follow proper protocol and performs routine checks to ensure that equipment and monitoring devices are being used correctly and are in good working order. According to Stephen Kovach, Healthmark’s director of education, these checklists should include every step leading up to and including sterilization — beginning with cleaning. This checklist can then be used as staff training tools, he said.

Documentation of the entire reprocessing workflow is also critical for identifying missing steps and mistakes, according to Nooney. "The chart can even point out functions that need to be improved and assist in identifying areas where additional monitoring would be beneficial."

Digital documentation solutions are going a long way toward driving process quality in the SPD and beyond. Tracking systems available today allow departments to, among other things, electronically store records, interface with BI incubators, alert users if they are using the wrong cycle, or flag if there’s a positive BI, Seavey noted.

The ANSI/AAMI ST79 "Decision Tree" and "Checklist" are also valuable tools to assist in taking actions and investigating when physical monitors, CIs, BIs and PCDs indicate a sterilization failure, added Larson of 3M.

Of course, ST79, in its entirety, is one document that every SPD should have on hand — and use often, stressed Healthmark’s vice president, Ralph Basile. "Make sure all staff in the OR and SPD are familiar with [this standard]." Joint Commission surveyors are being trained on ST79 and are looking to see that policies are current and aligned with the standards.

Knowledge on demand

More than ever, vendors, too, are playing a more active role in ensuring that end users are competent and well-versed on the products and equipment being used in their departments.

STERIS’ Clinical Education team, for example, supports and delivers best practice-based educational activities. This includes educating learners on the importance of following IFUs and the importance of documentation of sterility assurance policies. Individual customers may also join STERIS University, an online adult learning environment that allows registered customers to complete clinical self-study guides, e-learning courses, webinars, and other offerings that cover relevant science and clinical topics, while also earning continuing education credits.

Stressing the importance of providing SPD professionals with easy access to current IFUs, Larson said that many facilities store IFUs in three-ring binders or scan them into a local digital archive, which can be difficult to maintain. "Another solution to this information management challenge that is becoming more common is a subscription-based online service," she said. 3M recently launched a promotion with oneSOURCE Document Site, a subscription service that provides healthcare facilities with unlimited access to manufacturers’ IFUs through an online database, to offer limited-time, complimentary access to the current IFUs for 3M’s sterilization assurance products.

At the very least, Seavey recommends the periodic review of IFUs to stay abreast of updates. She’s also a proponent of tapping vendor-provided educational offerings to train staff. At least annually, she recommends having all staff perform competency checks that include return demonstrations on sterility assurance monitoring. These competency checks should be documented in employee files.

"There are way too many facilities or staff reprocessing medical devices that are not getting the education — or managers that are not enforcing best practices," Seavey stressed. "This is another point to be made for the need for certification in the profession."