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Operating Room Back to Basics

Nieasha Trotman

Created on March 3, 2026

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Transcript

Operating Room Back to Basics

Wills Eye Hospital Operating room April 2026

Surgical Conscience

  • What is it?
    • Advocating and defending perioperative safety protocols regardless of consequences and cost.
    • Surgical conscience (SC) begins with the knowledge of aseptic technique, infection control, and safety.
    • SC is supported by constant awareness of self and surroundings to maintain sterile integrity
    • Critical skill that involves “The courage to make ethical and moral decisions that benefit the patient”.

Before Preparing the Sterile Field

  • Wear clean surgical attire and surgical head covering when entering an OR
  • Wear a clean surgical mask that completely covers the mouth, nose, and chin when opened sterile supplies are present
  • A clean surgical mask is required for each patient; change your mask after each case.

Donning Gowns and Gloves

  • Select a surgical gown that provides adequate barrier protection as determined by the:team members role, procedure type, anticipated blood loss, anticipated volume of irrigation, length of procedure, and probability of handling hazardous medications.
  • Select a gown that wraps around the body and completely covers wearer’s back.
  • Perform surgical antisepsis before putting on a surgical gown and gloves.

Donning Gowns and Gloves

  • Prevent contamination when donning a sterile gown by:
    • Following the manufacturer’s IFU’s
    • Placing and opening the gown away from sterile field
    • Avoid putting sterile gloves on top of the open surgical gown
    • Only touching the inside of the gown when putting it on
    • Only touching the sterile glove wrapper after the gown has been put on
    • Wear two pairs of sterile gloves and use a perforation indicator system when scrubbed into the sterile field
    • Cover the surgical gown cuffs with the sterile gloves

Donning Gowns and Gloves

  • Change surgical gloves:
    • Every 60 to 150 minutes
    • When known or suspected contamination occurs
    • When a defect or perforation is identified or suspected
    • After touching: (a surgical helmet/visor/optic eyepieces on a microscope)
    • Avoid using penetrable materials (sterile towels) to manipulate or hold unsterile items such as a cell phone

Preparing the Sterile Field and Draping

  • Prepare the sterile field as close as possible to the time of the procedure
  • Do not move the sterile field to another room once it is set up
  • Keep sterile fields and instrumentation separate for procedures that involve more than one wound classification (clean, clean-contaminated, contaminated, dirty)
  • Prepare sterile fields according to the health care organization’s process when using isolation technique
  • Place sterile drapes as close as possible to the time of the procedure and in accordance with the manufacturer’s IFU

Preparing the Sterile Field and Draping

  • Avoid leaning over or reaching across an unsterile area when placing surgical drapes
  • Shield sterile gloved hands by cuffing the sterile drape
  • Avoid moving drapes once they are placed
  • Use a non-perforating device when securing surgical equipment (tubing, cords) to the drape
  • Consider any item that falls below the level of sterile field to be contaminated

Opening and Handling Sterile Items

  • Inspect the packaging of sterile items for:
    • Sterility of the contents as noted on the packaging
    • Package and product integrity
    • The expiration date when applicable
    • Chemical indicator changes (color change)
  • Present sterile items directly to the scrubbed person or place them securely on the sterile field
  • Present heavy or sharp items directly to the scrubbed person or place them on a separate surface
  • Inspect rigid sterilization containers for intact, secure latch filters; intact external locks, valves, and tamper-evident devices; and correct color change to external chemical indicators

    Opening and Handling Sterile Items

    • Examine wrapped sterile packages for intact tape and the correct color change for the external chemical indicator before opening
    • Examine paper-plastic pouches (peel pouches) for intact seals and chemical indicators
    • Prevent items from sliding over unsterile edges of the pouch by pulling back on the flaps without touching the inside of the package
    • Inspect instruments for retained bioburden and debris after they are opened to the sterile field
    • Consider instruments to be contaminated if debris, moisture, or damage is present
    • When a contaminated instrument is discovered, consider the entire instrument set to be contaminated

    Opening and Handling Sterile Items

    • Medication Preparation:
      • Disinfect medication vial stoppers with alcohol and allow the stopper to dry before each entry, including the initial entry after removal of the cap or cover.
      • Use a new sterile access device each time medication is withdrawn from a vial, preferably with a needleless method or use of a blunt needle.
    • Transfer medications and solutions to the sterile field by:
      • Opening them as close as possible to the time of use
      • Transferring them in a slow, controlled manner using a sterile transfer device (sterile vial spike, sterile blunt needle, sterile syringe) and in accordance with the manufacturer’s IFU
      • Only removing the medication vial stopper if it is designed for removal
      • Pouring them in a container that is near the sterile table’s edge or held by the scrubbed person (Irrigation)
      • Pouring them only once (Irrigation)
    • Minimize splashing or spilling of medications and solutions and the need to reach over the sterile field.
    • Reduces the risk of contaminating the medication or solution, the sterile field, and the surgical site

    Limiting Movement Around Sterile Field

    • Keep the number of personnel in the OR to a minimum
    • Keep doors to the OR closed as much as possible
    • Decrease movement around the sterile field
    • Limit non essential conversations

    Limit Movement Around Sterile Field

    • Scrubbed team members:
      • Stay close to sterile field and touch only sterile items
      • Keep hands above waist level
      • Limit the number and speed of movements
      • Do not fold arms and place hands in the axilla
      • Avoid changing levels
      • Avoid turning back to sterile field
      • Turn back to back or face to face during position changes
    • Unscrubbed team members:
      • Limit the number and speed of movements
      • Face sterile field when approaching it
      • Avoid walking between sterile fields or scrubbed team members
      • Stay as far from the sterile field and scrubbed team members as possible

    Maintaining the Sterile Field

    • Refer to the organization’s standard procedure regarding circumstances that might necessitate the sterile field being covered, how it is covered, and the length of time it should be covered
    • Monitor the sterile field for contamination, and correct breaks and potential breaks in sterile technique immediately.
    • Consider instruments and devices to be contaminated when they are:
      • Processed assembled or clamped closed
      • Found to have retained organic material (eg, blood, hair, tissue) or other debris (eg, bone cement, grease, mineral deposits)
      • Used on infected tissue
      • Used inside the bowel or on the bowel lumen
      • Used to resect metastatic tumors
      • Involved in a glove tear or perforation

    Maintaining the Sterile Field

    • Monitor the sterile field for contamination, and correct breaks and potential breaks in sterile technique immediately
    • When bins with sterile water are used for instrument soaking:
      • Separate bin from other items on sterile field
      • Do not use the water for patient irrigation
      • Do not return instruments from the basin to sterile field
      • Do not use water for any other purpose

    Surgical Wound Classification

    • Determine the surgical wound classification for the procedure during the postprocedural debriefing
    • Document the surgical wound classification in the patient’s EMR
    • Document major breaks in sterile technique and report incident per facility policy/procedure
    • Assigned based on presence of infection or contamination in the wound
    • The four surgical wound classifications the National Healthcare Safety Network Recognizes:
      • Clean
      • Clean-Contaminated
      • Contaminated
      • Dirty/Infected

    Specimen Collection

    • Specimens should be protected and secured on the sterile field to maintain the integrity of the specimen.
    • Specimen should be passed off the sterile field as soon as possible.
    • Specimens and containers removed from the surgical field should be handled using standard precautions.
    • Syringes used for specimen collection and containment should be capped without needles.
    • Cases where there is a high probability of a specimen open a sterile specimen cup and or telfa to the sterile field in the beginning of the case.

    References

    • 2024 August AORN Journal
    • Guideline Quick View: Sterile Technique
    • Karch, J. (2023, September 21). Pathology Specimens . Philadelphia; Wills Eye Hospital
    • The Importance of Having a Surgical Conscience, AORN, 2023