There are two steps for processing equipment used in clinical and surgical procedures. The first and most crucial step is cleaning, followed by either disinfection or sterilization. Afterward, the sterilized items must be used immediately or stored properly.

The risk of infection transmission from medical equipment is classified into three categories. Categorizing tools and equipment into one of these categories helps determine the necessary level of cleaning, disinfection, or sterilization to protect patients and healthcare workers.
Cleaning and drying are sufficient for instruments that come into contact with intact skin (e.g., stethoscopes or blood pressure cuffs). However, disinfection may be required if these items are used for immunocompromised patients, highly contagious patients, or if contaminated with blood or body fluids.
These are instruments/tools
that come into contact with mucous membranes or non-intact skin but do not
penetrate the skin or mucosa or reach sterile body parts. These instruments
should be cleaned and then disinfected with a high-level disinfectant.
Examples include ventilators, certain endoscopes, laryngoscopes, endotracheal
tubes, thermometers, and similar equipment.
These are instruments that
penetrate the skin or sterile tissues, including body cavities and the
circulatory system. These tools pose a high risk of infection transmission if
contaminated with microbes before penetrating tissue. Therefore, they must be
cleaned first and then sterilized.
Examples include surgical instruments.
The structure and design of the instrument determine the appropriate
sterilization or disinfection method (chemical or thermal).
These are instruments
designed for one-time use, subjected to a controlled level of disinfection or
sterilization during manufacturing. After a single use, they must be disposed
of.
Examples include gloves, needles, and syringes.
Cleaning is the process of removing all residual materials (organic and inorganic debris) from the surface of instruments that require reprocessing. There are two main components of cleaning: scrubbing to facilitate debris removal and thorough rinsing with running water to eliminate residual substances.
Cleaning should ideally begin immediately after use or, alternatively, instruments should be soaked in a cleaning solution (water and liquid detergent or an enzymatic agent) as an initial step until actual cleaning starts.
Since most microbes on surfaces are eliminated through cleaning, it must be performed before disinfection or sterilization. If instruments are not properly cleaned, disinfection or sterilization may be ineffective, as organic and inorganic residues can harbor microbes that survive the process.
Cleaning is typically
performed using running water with liquid detergents or enzymatic
cleaners, which are essential for removing proteins and lipids from
instruments after use.
Cleaning can be manual or automated, using ultrasonic waves or
washer-disinfectors, which enhance cleaning and disinfection efficiency,
especially for complex instruments with lumens, hinges, joints, or
intricate structures, ensuring they are safe to handle or ready for
sterilization.
In many cases, the cleaning solution used is pre-saturated with enzymatic agents that dissolve organic materials. Alternatively, surfactant-based detergents may be used to reduce surface tension, facilitating the removal of debris and oils from instrument surfaces.
Pre-soaking instruments before cleaning may improve cleaning efficiency. A deep container filled with water and a cleaning or enzymatic solution can be used for soaking, containing a wire-mesh basket to hold instruments. The entire container can then be transferred to the central sterilization department, where instruments are separated, inspected, and prepared for further processing.
After cleaning:
1. Wear heavy-duty rubber gloves, a plastic apron, eye protection, a surgical mask, and foot protection during the cleaning process.
2. Immerse the instruments in lukewarm water containing a foaming detergent.
3. Scrub the instruments thoroughly using a soft brush, water, and detergent while keeping them submerged to prevent aerosolization. Ensure the removal of organic residues from crevices, tips, and hinges. Flush water and detergent into internal cavities using specialized tools (e.g., pressure gun).
4. Rinse inside the cavities with irrigation water.
5. Thoroughly rinse the instruments under clean running water to remove any detergent residues (as residual detergents may interfere with disinfection or sterilization). Place the instruments on a tray.
6. Inspect instruments carefully to ensure cleanliness.
7. Dry the instruments with a clean cloth to avoid dilution of disinfection or sterilization solutions.

Most modern cleaning units operate automatically, minimizing direct handling of equipment by staff.
This device consists of a water tank connected to an ultrasonic generator operating at 45,000 Hz. The high-frequency vibrations generate microscopic air bubbles that expand and collapse in the liquid, effectively removing organic contaminants from instrument surfaces.
Disinfection can be achieved through heat or chemical agents. Whenever possible, thermal disinfection is preferred because it:
For heat-sensitive
instruments, chemical disinfection is necessary.
Organic residues (e.g., blood and body fluids) reduce
the effectiveness of disinfection. Additionally, higher
microbial loads require longer disinfection times, making thorough pre-cleaning
essential before disinfection.
High-level disinfection is the
only acceptable alternative to sterilization for intermediate-risk
instruments when sterilization is not feasible.
Boiling and flame exposure are high-level disinfection methods but do
not achieve sterilization.
Boiling is a high-level disinfection method used for heat-resistant intermediate-risk instruments. It effectively eliminates microorganisms except for spores.
Before using a chemical
disinfectant, it is essential to consider alternative disinfection
methods if available.
Chemical disinfection is primarily used for heat-sensitive equipment,
such as endoscopes.
A limited number of disinfectants can be used for this purpose, including:
Post-Disinfection Rinse:
Glutaraldehyde solution does not corrode metals and is resistant to organic matter contamination.
Preparation and Labeling:
1. Disassemble all hinged or sliding instruments to ensure the disinfectant reaches all surfaces.
2. Fully immerse the instruments in the solution. Containers should be placed upright, not inverted, to ensure complete exposure to the disinfectant.
3. Seal the container and let the instruments soak for 20-90 minutes.
o No instruments should be added or removed during this period.
o The soaking time must be carefully monitored.
4. Remove the instruments using sterilized forceps or forceps disinfected with a high-level disinfectant.
5. Thoroughly rinse instruments with sterile water or freshly boiled water for 5-10 minutes to remove all traces of the chemical disinfectant.
o Residual chemicals can be toxic to skin and tissues.
6. Use disinfected instruments immediately or store them and re-disinfect before use (as required for flexible endoscopes).
|
Disinfectant |
Hydrogen Peroxide (7.5%) |
Peracetic Acid (0.2%) |
Glutaraldehyde (≥2%) |
Orthophthaldehyde (0.55%) |
Hydrogen Peroxide & Peracetic Acid (0.23 - 7.35%) |
|
High-Level Disinfection Time |
30 min |
NA |
20-90 min |
5 min for machine – 12 min for manual use |
15 min |
|
Effectiveness Against Bacterial Spores (Mycobacteria/Tuberculosis Bacilli) |
6 hrs |
12 min |
10-12 hrs |
- |
3 hrs |
|
Activation Required |
No |
On |
According to product type |
No |
No |
|
Reuse Period |
21 days |
24 after preparation and used for only one cycle |
14 days for basic preparation, 30 days for acidic preparation and is used for 28 cyles |
14 days |
14 days |
|
Shelf Life |
2 yrs |
6 months |
2 yrs |
2 yrs |
2 yrs |
|
Regulations for Disposal of Used Chemical Solutions |
No precautions |
No precautions |
Determined at the local level |
Determined at the local level |
No precautions |
|
Compatibility with Materials to be Disinfected |
Good |
Suitable |
Excellent |
Excellent |
No enough data |
|
Minimum Effective Concentration |
6% |
No |
1.5% or more |
0.3% |
No |
|
Hazards to Handlers & Users |
Eye hazards |
Eye and skin hazards |
Eye, skin and respiratory hazards |
Eye hazards and skin discoloration |
Eye hazards |
|
Handling Requirements |
Manual or Auto |
Auto |
Manual or Auto |
Manual or Auto |
Manual |
|
Compatibility with Instrument Materials |
Yes |
Yes |
Yes |
Yes |
Yes |
It is essential to confirm the concentration of the disinfectants used for chemical disinfection and sterilization, as well as the required contact times, since these may vary depending on the manufacturer. Therefore, always follow the manufacturer's instructions before using a disinfectant.
Sterilization is the process of eliminating all forms of microbial life, including bacterial spores. The main sterilization methods can be categorized as follows:
Steam sterilization is one of the best methods for sterilizing instruments that penetrate the skin or mucous membranes, provided they can withstand heat.
|
Type of Autoclave |
Instruments & Supplies |
Sterilization Time at 121°C |
Sterilization Time at 132°C |
Drying Time |
|
Gravity Displacement |
Wrapped instruments |
30 minutes |
15 minutes |
15-30 minutes |
|
Textiles |
30 minutes |
25 minutes |
15 minutes |
|
|
Pre-Vacuum (Pressure Reduction) |
Wrapped instruments |
— |
4 minutes |
20-30 minutes |
|
Textiles |
— |
4 minutes |
5-20 minutes |
1. Ensure that all instruments are cleaned and dried before sterilization. New surgical instruments must be cleaned and dried before their first sterilization to remove wax coatings.
2. Do not sterilize rusted surgical instruments—they should be discarded.
3. Open and disassemble all hinged or multi-component instruments before sterilization.
4. Wrap instruments before steam sterilization to maintain sterility until use.
5. Use sterilization rolls (paper-plastic pouches) or double-layered crepe paper wraps for packaging. In resource-limited settings, double-layered cotton fabric may be used, but thick cotton or linen fabrics should be avoided as they hinder steam penetration.
6. Arrange items in the autoclave properly to ensure adequate steam circulation. Do not stack packages on top of each other.
7. Label sterilized containers with contents, processing date, and expiration date, and store them in a designated storage area.
8. Follow the manufacturer's instructions for operating the autoclave.
|
Packaging Type |
Storage Duration |
|
Sterilization rolls (pouches) |
1 month |
|
Crepe paper (double layer) |
1 month |
|
Crepe paper (single layer) |
1 week |
|
Fabric wraps (cotton) |
3 days |
|
Sterilization containers |
24 hours |
1. Clean and dry all equipment before sterilization.
2. Wrap equipment in aluminum foil or place it on trays/metal containers, ensuring air circulation.
3. Heat the oven to the required temperature.
4. Allow the equipment to cool to room temperature before removal—do not use running water to cool items.
5. Use sterile forceps to remove items if they are unwrapped. Wrapped items can be stored for up to 8 hours in a sealed, sterile, dry container.
Dry heat sterilization ovens must be inspected to ensure proper performance. The working staff should adhere to the following:
This method is used to sterilize instruments and tools that cannot withstand high temperatures and humidity. The following conditions and requirements must be met:
1. Ensure the cleanliness of the instruments and tools to be sterilized.
2. Disassemble, clean, and dry the instruments before packaging.
3. Open any instruments with cavities on both ends.
4. Ensure all instruments and tools are free of water droplets.
5. Maintain humidity levels between 35%-70%, and temperatures between 18-22°C during the sterilization process.
6. Do not overcrowd the instruments inside the sterilization chamber.
1. Temperature
2. Humidity
3. Packaging
4. Exposure time (1-6 hours)
1. Post-sterilization aeration is required to remove ethylene oxide gas to a safe level.
2. This can be done either passively, using ventilation pipes in the sterilization chamber, or mechanically, by actively displacing the gas.
1. Formation of toxic ethylene glycol when combined with water.
2. Repeated exposure to the gas may affect some instrument properties.
3. Liquid ethylene oxide can cause burns.
4. Health risks for staff exposed to the gas (acute exposure):
o Respiratory complications
o Eye irritation
o Nausea, vomiting, and diarrhea
o Drowsiness and general weakness
o Agitation and respiratory paralysis
o Seizures
1. Effective against all microorganisms.
2. Minimal damage to instruments and tools.
3. Allows sterilization of packaged instruments, unlike some other sterilization methods.
1. Risk of fire or explosion.
2. Long sterilization cycle (up to 14 hours).
3. High cost.
4. Requires biological indicators for monitoring.
1. Preparation & Humidification
2. Gas Introduction
3. Exposure (1-6 hours)
4. Evacuation
5. Aeration
1. 100% Ethylene Oxide
2. Mixtures with other gases:
o 96.4% Hydrochlorofluorocarbon - 8.6% Ethylene Oxide
o 90% Hydrochlorofluorocarbon - 10% Ethylene Oxide
o 91.5% Carbon Dioxide - 8.5% Ethylene Oxide
Plasma is the fourth state of matter, distinct from solid, liquid, and gas. It is generated in a sealed chamber under vacuum conditions using short-wave electromagnetic energy to excite gas molecules, producing charged free radicals.
Plasma sterilization works by generating free radicals within the plasma field. These radicals interact with essential microbial components, such as enzymes and nucleic acids, disrupting their metabolism and rendering the microorganisms inactive.
1. Safe and non-toxic
2. Time-efficient (about 1 hour)
3. Produces only water and oxygen as byproducts, eliminating the need for ventilation since these are harmless substances.
The biological indicator used is Bacillus atrophaeus spores.
Formaldehyde solution is widely used in anatomy labs, pathology departments, and surgeries. It is also used in limited cases in dermatology and radiology and primarily for tissue fixation in hospitals.
1. Pre-Treatment
o Repeated vacuuming and steam injection.
2. Formaldehyde Injection
o Formalin solution is injected from a sealed bottle.
o The formalin evaporates and enters the chamber as a gas.
o Vacuuming helps the gas spread.
o Steam is added to maintain a predefined temperature level.
o The process is repeated multiple times for deep penetration.
3. Sterilization Phase
o The chamber is maintained at a constant temperature, gas concentration, pressure, and humidity.
4. Post-Sterilization Treatment
o After the exposure period, formaldehyde is effectively removed from sterilized instruments through multiple vacuum cycles.
o The process ends with pressure evacuation, followed by multiple air purges using HEPA-filtered air to remove any residual formaldehyde.