2.3 Manual Cleaning Methods
Key Takeaways
- Manual cleaning is required for instruments that cannot be processed in automated equipment or when automated equipment is unavailable
- All instruments should be cleaned manually FIRST if they have dried soil, visible debris, or complex designs
- The manual cleaning process: rinse, wash, rinse, inspect — using appropriate brushes and enzymatic detergents
- Water temperature for enzymatic detergents should match the manufacturer recommendation (typically lukewarm, not hot)
- Brushes must match the lumen diameter — the brush should contact all interior surfaces
- Instruments should be submerged during scrubbing to prevent aerosolization of contaminants
- Clean from least soiled to most soiled areas; clean lumens before exterior surfaces
- All cleaning tools (brushes, sponges) must be cleaned, inspected, and replaced regularly to prevent becoming contamination sources
Manual Cleaning Methods
Manual cleaning is the cornerstone of decontamination. Even when automated cleaning equipment is available, some instruments require manual cleaning due to their design, material, or manufacturer IFU. Manual cleaning is also the first step before automated processing for heavily soiled instruments.
When Manual Cleaning Is Required
- Instruments with dried or hardened soil (pre-soaking may be needed)
- Delicate instruments that could be damaged in automated washers
- Instruments with complex designs (lumens, hinges, ratchets, moving parts)
- When automated equipment is unavailable or broken
- As specified in the manufacturer's IFU
- Items that require pre-cleaning before automated processing
The Manual Cleaning Process
Step 1: Sort and Disassemble
- Open all hinged instruments (hemostats, needle holders, scissors)
- Disassemble multi-part instruments
- Separate sharps for safe handling
- Group similar items for efficient processing
Step 2: Pre-Rinse
- Rinse instruments under cold to lukewarm water to remove gross soil
- Cold/cool water first — hot water can cause proteins (blood, tissue) to coagulate and adhere to surfaces
- Flush lumens with a syringe or irrigation tip
Step 3: Soak (if needed)
- Soak instruments in enzymatic detergent solution according to manufacturer instructions
- Soaking time and temperature per manufacturer IFU (typically 1-10 minutes)
- Do not over-soak — prolonged soaking can damage instrument finishes and promote corrosion
- Enzymatic solutions should be changed frequently — once contaminated, they lose effectiveness
Step 4: Wash/Scrub
- Submerge instruments below the water surface while scrubbing to prevent aerosolization
- Use the appropriate brush for each instrument:
- Lumen brushes sized to contact all interior surfaces
- Detail brushes for hinges, box locks, and ratchets
- Soft-bristle brushes for delicate surfaces
- Scrub all surfaces: interior and exterior, including lumens, serrations, teeth, and box locks
- Work from least soiled to most soiled areas
Step 5: Rinse
- Rinse thoroughly with treated/filtered water to remove all detergent residue
- Flush all lumens completely
- Detergent residue left on instruments can:
- Interfere with sterilization
- Cause patient reactions
- Leave deposits that attract new soil
Step 6: Inspect
- Visually inspect each instrument for remaining soil
- Use magnification if available
- Check functionality (scissors cut, hemostats close properly, ratchets hold)
- If soil remains, repeat the cleaning process
Water Temperature Guidelines
| Step | Temperature | Rationale |
|---|---|---|
| Pre-rinse | Cool to lukewarm (< 110°F / 43°C) | Prevents protein coagulation |
| Enzymatic soak | Per manufacturer IFU (often 80-110°F / 27-43°C) | Enzyme activation temperature |
| Final rinse | Per manufacturer IFU | Remove detergent residue |
Key rule: Never use hot water for initial rinsing — heat causes blood proteins to denature and coagulate, bonding them permanently to instrument surfaces. This is similar to cooking an egg — once the protein changes structure, it becomes very difficult to remove.
Cleaning Chemistry
Types of Detergents Used in CS:
| Type | Properties | Best For |
|---|---|---|
| Enzymatic | Contains enzymes (protease, lipase, amylase) that break down organic matter | Blood, tissue, fats — general surgical instruments |
| Neutral pH | pH 6-8; gentle on instruments | Delicate instruments, manufacturer default |
| Alkaline | pH 8-14; more aggressive cleaning | Heavily soiled items, baked-on soil |
| Acidic | pH 1-6; removes mineral deposits | Descaling, hard water deposits, rust stains |
Enzymatic Detergent Key Facts:
- Contains proteases (break down proteins/blood), lipases (break down fats), and amylases (break down starches)
- Optimal temperature varies by product — check IFU (typically lukewarm)
- Prepare fresh solution for each use or per manufacturer directions
- Enzymatic detergents are not disinfectants — they clean but do not kill organisms
- Must be thoroughly rinsed from instruments after cleaning
Brush Selection and Care
| Brush Type | Use | Important Notes |
|---|---|---|
| Lumen brushes | Internal channels of lumened instruments | Must be sized to contact all surfaces; too small = ineffective |
| Detail brushes | Box locks, ratchets, serrations | Reach areas that cannot be accessed by larger brushes |
| Nylon bristle | General cleaning | Least likely to damage instrument surfaces |
| Stainless steel bristle | Heavily soiled stainless instruments | Can scratch softer metals; use only when appropriate |
Brush Maintenance:
- Inspect brushes daily for broken or bent bristles, worn tips
- Clean and decontaminate brushes after each use (run through washer-disinfector)
- Replace brushes regularly per facility policy — worn brushes are ineffective and can harbor organisms
- Single-use brushes are preferred for lumens when possible
Why should cold or lukewarm water be used for the initial rinse of blood-contaminated instruments?
When manually scrubbing instruments, they should be:
Which type of cleaning detergent contains protease, lipase, and amylase enzymes?