CSTStudy ← Lab
Lab check-off essentials

The fourFail Points

Every lab check-off, whatever the case, is graded on the same four things. Get one wrong and most programs fail you on the spot, no matter how well the rest went. Know every step, do it the same way every time, and say it out loud.

Check-off notes

The short version. Read this first; the full write-up is below.

1. Meds

  • Label every med and solution on the back table
  • Announce every med when you hand it, saline too
  • “Saline, 0.9%” (say the percent)
  • “Lidocaine 1%, with or without epi” (always say which)
  • Label the specimen

2. Sterility

  • Admit every break: “I contaminated”, even just in case
  • Catch your own mistake, correct it right away
  • Never turn your back to the sterile field
  • Basin on the back table or right up against it
  • Don’t reach over anything non-sterile
  • No non-sterile person in your area. Tell the circulator: “guard my field”
  • Teachers will sneak in and try to get you to fail. Watch your field.

3. Counts

  • No count errors, never skip a count
  • Count at: setup → fascia closure → skin closure
  • End of case: get the Bovie tip and the Peers towel clamps off the field (people miss this!)
  • Anything added to the field: “Plus one”, and the circulator adds it to the whiteboard

4. Sharps

  • Surgeon sets it on the Mayo → put it back in its spot: your sharps towel
  • Sharps go in the sharps container: hypos, blades, Bovie tip
  • Recap with one hand, safely
  • Uncap first, then hand it
  • Careless handling of a sharp or syringe = fail
Say it out loud:“Indicator checked”“Count is correct”“Plus one”“I contaminated”
“

Read this first. Your program’s rubric is what you are actually graded on, and programs differ on details such as count order, scrub time and which items are automatic fails. Where your instructor’s rule differs from this page, follow your instructor.

01
Category one · verify · label · track · state

Medication Management

Nothing goes on the field, and nothing goes to the surgeon, until it has been read out loud, checked twice and labeled.

RX · BACK TABLERights: 8
LABEL EVERYTHINGEven saline
Automatic fail
1.1

The rights of medication administration

The scrub doesn’t give drugs on their own authority, but everything that leaves your hands must pass every right. Know them by heart; instructors ask.

1.2

Receiving a medication onto the sterile field

  1. Prepare firstHave a sterile, empty medicine cup or graduate, or a syringe, ready, with your sterile labels and marker on the back table, before the circulator opens anything.
  2. The circulator shows you the labelThey hold the vial or bottle so you can read it. You never take an unverified container.
  3. Verify out loud, togetherThe circulator reads the label aloud and you read it back aloud.
    • Drug name
    • Strength / concentration
    • Amount or volume
    • Expiration date
    • Solution is clear: no discoloration, cloudiness or particles
    • Vial intact: nothing cracked or punctured
  4. Confirm no allergyTo that drug, from the time out.
  5. Transfer aseptically
    • Cup or graduate: the circulator pours slowly without splashing and never reaches over the field. Hold the cup near the table edge. A poured bottle’s lip is contaminated; it isn’t recapped and re-poured.
    • Syringe from a vial: the circulator holds the vial upside down. You draw it up with a large-bore needle (such as 18 gauge) or a transfer device, without touching the vial, then change to the needle the surgeon wants.
    • Vial spike or transfer device: follow its directions. It reduces needle use.
  6. Label it immediatelyBefore you set it down or touch anything else.
  7. Keep the originalThe circulator keeps the vial or bottle in the room until the end of the case, so the label can be re-checked.
1.3

Labeling

What a finished label looks like

On the barrel, not the plunger, without covering the volume markings.

  • Label every medication and solution on and off the sterile field, including syringes, medicine cups, basins, graduates and irrigation. Even saline and water.
  • Label at the time it is put in the container, not later. One medication at a time: one drug onto the field, labeled, then the next.
  • The label includes the drug name, the strength / concentration, the amount if it isn’t obvious, and the expiration date and time if it won’t be used within 24 hours. A compounded mix also needs the diluent and the date and time prepared. Many programs also want your initials.
  • Label syringes on the barrel, not the plunger, and without covering the volume markings.
  • Label both the cup and the syringe if a drug is drawn from a labeled cup into a syringe.
  • Any unlabeled container is discarded and the drug is never used, even if you are “sure” what it is.
  • Verify all medications and labels at a shift change or relief. The incoming scrub and circulator go over each one aloud.
  • Preprinted sterile labels and a sterile marker come in most labeling kits. Open them at setup.
An unlabeled cup is a fail even if it’s “just water.”

Passing a medication

  • State the drug name and strength every time you pass it. For local anesthetic, say whether it contains epinephrine.
  • Pass a syringe with the needle capped or in a safe position, or through the neutral zone, by the barrel so the surgeon’s hand closes on it safely.
  • Tell the surgeon how much is in the syringe when it matters, such as local anesthetic near the maximum dose.
  • Refill as needed, re-verifying the original label.

Tracking amounts

  • Keep a running total of every drug used, especially local anesthetic (it has a maximum safe dose by weight), heparin, irrigation and contrast.
  • Report amounts to the circulator during the case and at the end, for documentation and for anesthesia. Irrigation totals matter for estimated blood loss.
  • Don’t discard any medication container, syringe or cup until the case ends and the totals are documented.
Say it out loud
Lidocaine one percent with epinephrine one to one hundred thousand, expires twelve twenty-six, verified. Labeling the lidocaine one percent with epi. Here’s lidocaine one percent with epi, ten milliliters. Heparin, one thousand units per milliliter.
1.4

High-alert and look-alike medications

1.5

Medication math you may be asked

Category two · aseptic technique · surgical conscience

Sterility

Everyone contaminates something eventually. What separates a pass from a fail is that you see it, say it and fix it.

Automatic fail
2.1

The principles of asepsis

TABLE LEVEL STERILE NOT STERILE NECK & SHOULDERS 2″ ABOVE ELBOW BACK & ARMPITS: NEVER STERILE
SterileNot sterile
  1. Only sterile items touch sterile items. Sterile persons touch only sterile items; nonsterile persons touch only nonsterile items.
  2. If in doubt, it’s out. If sterility is questionable, the item is contaminated.
  3. A gown is sterile only in front from the chest to the level of the sterile field, and on the sleeves from 2 inches above the elbow to the cuff. The back, neckline, shoulders, armpits and anything below the table are not. The cuffs become nonsterile once your hands pass through, so they stay covered by gloves.
  4. Tables are sterile only at table height. Anything that falls or hangs below the edge is contaminated, and you don’t bring it back up.
  5. The edges of a sterile package are not sterile. The outer inch of a wrapper or table cover is nonsterile.
  6. Sterile persons stay within the sterile area, pass each other face to face or back to back, and keep their hands above the waist, in front, and in sight.
  7. Nonsterile persons stay away from the sterile field, at least 12 inches, never walking between two sterile fields or reaching over one.
  8. Moisture carries bacteria (strike-through). A wet drape, cover or gown is contaminated. Cover it with fresh sterile drapes or replace it.
  9. A sterile field is opened as close to the time of use as possible and watched continuously. Once it’s open, someone stays with it.
  10. Microorganisms are always present. Air flow, talking and movement near an open field are kept to a minimum.
If in doubt, it’s out.
2.2

Opening sterile supplies

  1. Inspect before openingThe package is intact (no tears, holes, moisture or broken seals), the external chemical indicator has changed, and it’s within its expiration date or event-related sterility.
  2. Wrapped table packCenter it on the table. Open the far flap first, then the sides, then the near flap last. Never reach across the opened sterile part.
  3. Peel packsPeel the edges back without the contents sliding over the edge. Present the item to the scrub, or flip it onto the field without reaching over.
  4. Rigid containersCheck the locks or tamper seals and the external indicator. Lift the lid up and toward you; check the filter or valve is intact and dry.
  5. Internal indicatorOnce scrubbed, check it has changed before using anything in the pack or tray. If not, the whole set is not used.
  6. Pouring solutionsPour slowly from a few inches up without splashing, pour the entire amount needed, and don’t let the bottle touch the container.
2.3

Before, during and after the scrub

Before you scrub

  • Scrubs, cap covering all hair, mask tied snug over nose and mouth, eye protection, shoe covers if required.
  • No jewelry. Nails short, no artificial nails or chipped polish.
  • Check your skin: an open cut or rash may keep you from scrubbing.
  • Open your gown and gloves before you scrub, on a separate surface from the main field.
  • Tables are clean, dry, and away from doors and traffic.

The surgical scrub

  • Your program’s method: timed (usually 3 to 5 minutes, per the antiseptic) or counted-stroke. Some teach brushless waterless hand antisepsis.
  • Prewash; clean under the nails with a nail cleaner.
  • Each finger has four sides; then the hand, then the arm in thirds to 2 inches above the elbow.
  • Hands higher than the elbows, so water runs from clean to less clean.
  • Touch the sink or faucet and you start over.
  • Back through the door, hands up and in front, without dripping on the field.

Drying

  • Take the towel without dripping on the field.
  • Dry one hand and arm from fingertips down to the elbow with one end of the towel.
  • Use the other end for the other arm. Never go back up toward the hands.
  • Drop the towel in the hamper or hand it to the circulator.
2.4

Gowning and gloving

Yourself

  • Gowning: lift the gown by the neckline, step back from the table, let it unfold with the inside facing you, and slide your arms in, hands staying inside the cuffs. The circulator ties the back.
  • Closed gloving: fingers never leave the cuff until the glove is on. Glove palm-down on the opposite sleeve, fingers toward the elbow; grasp the cuff through the sleeve, flip it over your hand, push your fingers in.
  • Turning the gown: hand the tie card to the circulator or a sterile person, turn, take the tie by its end and pull it free. The tie and card never touch anything nonsterile.
  • Double gloving is recommended, ideally with a colored indicator glove underneath to show perforations.

Someone else

  • Gowning another person: hold the gown with your hands protected under its outer folds.
  • Gloving another person: hold each glove open with your thumbs protected under its cuff.
  • Open gloving is for changing a single glove, or for nonscrubbed people in some procedures: skin touches skin, glove touches glove.
2.5

Keeping the field sterile during the case

2.6

When a break in sterility happens

A hidden break is a fail. An announced one usually costs a few points or nothing.

Say it out loud
Checking package integrity, external indicator and expiration date. Internal indicator has changed. I contaminated my right glove; I need a glove change. Please step back, you’re too close to my field.
Category three · prevent retained surgical items

Counts

A retained sponge, needle or instrument is a “never event”: it should never happen, it can cause infection, obstruction or death, and it is reported as a sentinel event. Counts are the main defense, and the scrub and circulator are equally responsible.

Automatic fail
3.1

When to count

  1. InitialBefore the incision. The baseline everything is compared to.
  2. Cavity in a cavityBefore closing one, such as the uterus or bladder.
  3. ClosingBefore wound closure begins, usually before the deep layer or peritoneum.
  4. FinalAt skin closure or the end of the procedure.
  5. ReliefWhenever the scrub or circulator is permanently relieved.
  6. Any doubtWhenever a discrepancy is suspected or counted items are added.

Some programs also count at each layer of closure. Follow your rubric.

3.2

What gets counted

3.3

How to count

Tap a box to check it off as you practice.

Separate every sponge. Count every one.

Keeping counts honest during the case

  • Track every sponge on the field, and know how many are in the wound.
  • Don’t cut or alter a sponge. Never use x-ray detectable sponges as a dressing.
  • Only x-ray detectable sponges go in the wound. Don’t mix them with non-detectable gauze on the field.
  • Used sponges go to the circulator, who separates them into a sponge counter bag (often 10 at a time) so they can be seen and counted.
  • Broken instruments or needles: every piece must be found and accounted for.

When the count is wrong

  1. Tell the surgeon right away, out loud. The surgeon stops closing if possible.
  2. Recount the category in question together.
  3. The surgeon explores the wound. You search the field, drapes, Mayo and back table; the circulator searches the floor, kick buckets, trash and linen.
  4. Still missing? An intraoperative x-ray (per policy) before the patient leaves the room.
  5. The circulator documents the discrepancy, the search and the outcome.
Say it out loud
Ready for the initial count. Ten laps: one, two, three, four, five, six, seven, eight, nine, ten. Closing count: sponges, sharps and instruments are correct. Dr. Smith, the sponge count is off by one. I’m missing a 4×4.
Category four · neutral zone · no hands · no recapping

Sharps safety

Surgical staff have one of the highest rates of sharps injuries in health care, and each one is a possible exposure to HIV, hepatitis B and hepatitis C. Safe work practices are required, and a hands-free technique is recommended for passing sharps.

Automatic fail
4.1

Knife blades

LoadBlade on

  • With an instrument (needle holder or heavy hemostat), never your fingers.
  • Grasp the blade just above its cutting edge, pointing down and away from you.
  • Line the slot up with the handle’s ridge and slide it on until it clicks.

RemoveBlade off

  • Grasp the base of the blade with the needle holder, or use a blade-removal device.
  • Lift it just off the ridge and slide it off away from you, pointing down.
  • Drop it straight into the sharps container or needle counter.
4.2

The neutral zone

SCRUB places SURGEON picks up NEUTRAL ZONE One sharp. No hands touching.
  • A set spot where sharps are placed and picked up, so two people never hold the same sharp at once: a basin, tray or magnetic mat.
  • Agree where it is before the case, in reach of both you and the surgeon.
  • Announce every sharp you put in it or take from it.
  • Only one sharp in the zone at a time.
  • Points and blades face away from the surgeon’s hand, toward the field rather than a person.
4.3

Needles, syringes and the field

✓ Do

  • Load the needle holder one-third to one-half of the way from the swaged end, with its tip, at about 90 degrees.
  • Point the needle the way it will be used, usually toward the surgeon’s thumb for a right-handed surgeon, with the suture tail controlled.
  • Needle-for-needle exchange: take back the used needle before handing out a new one.
  • Cut the suture away and put the used needle straight into the needle counter.
  • Offer blunt suture needles for fascia when the surgeon will use them.
  • Use safety syringes and needles when available, and activate the safety feature right after use.
  • Recap only if necessary, with a one-handed scoop or a recapping device.
  • Keep all sharps in one place on the back table and Mayo, in a needle counter or on a magnetic mat.
  • Watch for the other sharps: electrosurgical tips, trocars, wire, pins, K-wires and skin hooks.

✕ Never

  • Handle a suture needle with your fingers.
  • Recap a used needle with two hands.
  • Bend, break or remove a contaminated needle by hand.
  • Leave sharps loose among instruments, or under towels and sponges.
  • Leave a sharp lying around after the surgeon hands it back; return it to its spot right away.
  • Fill a sharps container past its fill line (about three-quarters full).
  • Put your hand into a sharps container.
  • Put sharps in the regular trash or linen.
4.4

Breakdown

4.5

If you are stuck or cut

  1. Announce it and step away. Remove the glove and reglove sterile.
  2. Wash the site with soap and water as soon as you can. Don’t squeeze or scrub it harshly.
  3. Report it right away to your instructor or charge nurse and follow the exposure protocol. Post-exposure prophylaxis works best started within hours.
  4. Document it. The source patient may be tested per policy.
Say it out loud
Loading the fifteen blade with the needle holder. Knife in the neutral zone. Needle back. Sharp. Removing the blade and putting it in the needle counter.
On every check-off

The habits graders listen for

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