Appendix G: Infection Prevention and Control Guideline for Flexible Gastrointestinal Endoscopy and Flexible Bronchoscopy – Verification of training stages for endoscope reprocessing

APPENDIX G – Verification of Training Stages for Endoscope Reprocessing

Date(s) of Training:
Name of Trainee:
Name of Trainer:

Information or Procedure in
Endoscope Reprocessing Training
Verification that procedure training was provided Verification of competency with procedure
Trainer: Trainee: Trainer: Trainee:

1.  Basic tutorial on:

  • Use of flexible endoscopes
  • Mechanics/handling of scopes

2.  Infection prevention and control tutorial on:

  • Basic microbiology of endoscopy
  • Disease transmission, staff protection (reduce aerosolizing)
  • Prevention of infection transmission - (patient to patient, environment to patient transmission)
3.  Chemical and detergent usage and safety        

4.  Review of reprocessing manuals:

  • Manufacturer’s procedure manual
  • Site/unit procedure manual (including diagrams)

5.  Leak testing:

  • How
  • Why
  • When
  • What to do if leak test fails

6.  Disassembling of endoscopes:

  • Remove all buttons, valves, caps and other removable parts
  • Processing of disassembled parts
  • Appropriate capping for video endoscopes
  • Visual inspection
  • Correctly dispose of parts that are deemed single use

7.  Manual cleaning procedure:

  • Bedside suction
  • Detergent used
  • Brushing
  • Appropriate size
  • Appropriate reprocessing
  • Water for rinsing (volume)
  • Elevator wire of Endoscopic Retrograde Cholangiopancreatography (ERCP) scopes and other specialty channels
  • Consistency of process and why this is critical
  • Visual inspection

8.  Manual high-level disinfectant procedure:

  • Appropriate preventive clothing/risk of aerosols
  • Hazards of chemical exposure
  • Appropriate high-level disinfectant
  • Testing
  • Minimal effective concentration of disinfectant
  • Maximum in disinfectant expiratory date
  • Appropriate immersion techniques
  • Critical minimum timing parameters for high level disinfectant exposure
  • Rinsing techniques (water issues) of endoscopes
  • Alcohol rinse of endoscopes
  • Drying of reprocessed endoscopes

9.  Automated endoscope reprocessor equipment:

  • Manual pre-cleaning shall be done
  • Appropriate protective clothing
  • Hazards of chemical exposure
  • Review of reprocessor manual/use of machine
  • Correct connection of endoscope
  • Issues related to the use-dilution of high level disinfectant or sterilant
  • Alcohol rinsing of endoscope
  • Drying of reprocessed endoscope
10. Storage of dried scopes        
11. Accessory devices:  appropriate cleaning and disinfection        

12. Quality assurance program for endoscopy:

  • Reprocessing damaged endoscopes
  • References
  • Templates

Adapted from M. AlfaFootnote 211.

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