2.4 Automated Cleaning Methods

Key Takeaways

  • Automated cleaning equipment includes washer-disinfectors, ultrasonic cleaners, washer-sterilizers, and cart washers
  • Washer-disinfectors are the primary automated cleaning workhorses — they wash, rinse, and thermally disinfect
  • Ultrasonic cleaners use high-frequency sound waves (20-40 kHz) to create cavitation that removes soil from crevices
  • Ultrasonic cleaning does NOT disinfect — it is a cleaning adjunct that must be followed by further processing
  • Washer-disinfectors typically reach 180-195°F (82-90°C) during the thermal disinfection phase
  • Instruments must be properly loaded in automated equipment — hinges open, lumens flushed, no nesting
  • Automated equipment must be validated, regularly maintained, and monitored with cleaning verification tests
  • Manufacturer IFU dictates whether an instrument can be processed in automated equipment
Last updated: March 2026

Automated Cleaning Methods

Automated cleaning equipment provides standardized, reproducible, and validated cleaning results that are more consistent than manual cleaning alone. However, automated cleaning does not replace manual cleaning entirely — it supplements and enhances it.


Types of Automated Cleaning Equipment

1. Washer-Disinfectors (WDs)

The primary automated cleaning equipment in most CS departments.

Cycle phases:

  1. Pre-wash/flush — Cold water rinse to remove gross soil
  2. Enzymatic wash — Detergent applied at specified temperature
  3. Rinse — Multiple rinse cycles to remove detergent residue
  4. Thermal disinfection — Water heated to 180-195°F (82-90°C) for a specified time
  5. Drying — Heated air drying phase (some models)

Key points:

  • Thermal disinfection at 180°F+ for the appropriate exposure time provides intermediate-level disinfection
  • Items must still be sterilized after washer-disinfection if they are critical or semi-critical items intended for sterilization
  • Proper loading is essential for effectiveness:
    • Open all hinged instruments
    • Position instruments with concave surfaces facing down for drainage
    • Do not overload — water and detergent must reach all surfaces
    • Separate dissimilar metals to prevent galvanic corrosion
    • Use appropriate racks and adapters for specific instrument types

2. Ultrasonic Cleaners

Use high-frequency sound waves (20,000-40,000 Hz / 20-40 kHz) to create millions of tiny bubbles in the cleaning solution. These bubbles implode on contact with surfaces, creating a scrubbing action called cavitation.

How cavitation works:

  • Sound waves create alternating high and low pressure zones in the liquid
  • In low-pressure zones, microscopic bubbles form (cavitation)
  • In high-pressure zones, these bubbles collapse violently against instrument surfaces
  • The collapsing bubbles generate intense localized energy that dislodges soil from crevices, hinges, serrations, and other hard-to-reach areas

Key points:

  • Ultrasonic cleaning is a CLEANING process only — it does NOT disinfect
  • Instruments must be fully submerged in the ultrasonic solution
  • Do not place hands in the ultrasonic solution while the unit is operating — cavitation can damage tissue
  • Lids should be closed during operation to prevent aerosolization
  • Degassing is required when filling with fresh solution — run the unit empty for the manufacturer-recommended time to remove dissolved air
  • Solution should be changed at regular intervals or when visibly contaminated
  • Chrome-plated instruments should not be processed in ultrasonic cleaners (plating may separate)

3. Cart Washers

  • Large, drive-through or roll-in washers for case carts, transport carts, and large containers
  • Operate similarly to washer-disinfectors but on a larger scale
  • Ensure all surfaces are accessible to the wash spray

4. Washer-Sterilizers (Older Technology)

  • Combine washing and steam sterilization in one cycle
  • Being phased out in many facilities due to limitations:
    • Items are sterilized while wet (reduces sterile barrier)
    • Difficult to validate
    • Modern washer-disinfectors + separate sterilizers provide better results

Cleaning Verification Testing

Automated cleaning equipment must be monitored regularly to verify it is functioning correctly:

TestWhat It VerifiesFrequency
Cleaning verification tests (protein residual tests)Soil removal effectivenessPer facility policy; at least periodically
Temperature monitoringThermal disinfection parameters metEach cycle (automated recording)
Water quality testingWater meets AAMI ST108 standardsPer facility policy
Detergent concentrationCorrect amount of cleaning chemistryPer facility policy
Visual inspectionSpray arms rotate, nozzles clear, gaskets intactDaily

Loading Best Practices

DoDon't
Open all hinged instrumentsLoad instruments closed or locked
Place items in appropriate racksStack or pile instruments loosely
Position concave surfaces downPosition cups/bowls upright (traps water)
Ensure spray arms can rotate freelyOverload or block spray arms
Follow manufacturer IFU for rack placementAssume all instruments can go in any rack
Separate dissimilar metalsMix stainless steel and aluminum in same wash load
Test Your Knowledge

Ultrasonic cleaners remove soil through a process called:

A
B
C
D
Test Your Knowledge

The thermal disinfection phase in a washer-disinfector typically reaches a temperature of:

A
B
C
D
Test Your Knowledge

Before using an ultrasonic cleaner with fresh solution, the technician must first:

A
B
C
D
Test Your Knowledge

When loading instruments into a washer-disinfector, hinged instruments should be:

A
B
C
D