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
Any unlabeled medication or solution on the sterile field, including a cup of saline or water.
Accepting a medication without verifying it out loud with the circulator.
Passing a medication to the surgeon without stating its name and strength.
Drawing up or pouring a second medication before the first one is labeled.
Accepting a medication the patient is allergic to, or not knowing the allergies.
Throwing away the original vial or container before the case is over.
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.
Right 1PatientConfirmed at the time out: name, date of birth and allergies.
Right 2DrugMatches the preference card and the surgeon’s order. Read the label; never go by the color or shape of the vial.
Right 3Dose / strengthThe concentration matches the order: 1% vs 2% lidocaine, 1:100,000 vs 1:200,000 epinephrine.
Right 4RouteTopical, local infiltration, irrigation or injection. Some drugs are topical only, such as thrombin and 1:1000 epinephrine.
Right 5TimePassed when the surgeon needs it, and still in date.
Right 6DocumentationThe circulator records what was given and how much. You report the amounts.
Right 7ReasonThe drug matches why it’s being used in this case.
Right 8Right to refuseAny doubt about a drug means stop and clarify before it goes on the field.
1.2
Receiving a medication onto the sterile field
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.
The circulator shows you the labelThey hold the vial or bottle so you can read it. You never take an unverified container.
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
Confirm no allergyTo that drug, from the time out.
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.
Label it immediatelyBefore you set it down or touch anything else.
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
LIDOCAINE 1% w/ EPI 1:100,000 10 mL · exp 12/26 · JT
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
!
Heparin1 mL can contain 10, 100, 1000, 5000 or 10,000 units. Read the units and the volume aloud, label the strength, keep different strengths in different-sized containers, and say the strength on every pass.
!
Epinephrine 1:1000 (1 mg/mL)Topical only, as on pledgets for hemostasis. Injected, it can cause fatal tachycardia and hypertension. Keep it labeled and physically separated from anything going into a syringe.
!
Local anesthetic with epinephrineOften has red label printing. Not for fingers, toes, penis or nose tip (end-artery areas).
!
Topical thrombinNever injected, and never kept in a syringe on the back table. In a vessel it can cause massive clotting and death.
!
Lugol vs MonselBoth brown, both on a cone biopsy table. Monsel on the cervix by mistake can burn the biopsy site. Label both, and say the name on every pass.
!
Methylene blue / isosulfan blue / indigo carmineDyes that look alike in a syringe. Label each one.
!
Bupivacaine (Marcaine)More cardiotoxic than lidocaine. Never confuse the two; state the drug and percentage.
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.
A contamination you didn’t notice, or noticed and didn’t announce and correct.
Fingers coming out of the gown cuff during closed gloving.
Hands dropping below the waist or table level, or tucked into your armpits.
Reaching over a nonsterile area, or letting a nonsterile person reach over the sterile field.
Turning your back to the sterile field, or leaving it unattended.
Using an item without checking its sterility indicators and package integrity.
Touching a sterile item to a nonsterile surface (the wrapper edge, the table edge, your mask) and keeping it in use.
Automatic fail
2.1
The principles of asepsis
SterileNot sterile
Only sterile items touch sterile items. Sterile persons touch only sterile items; nonsterile persons touch only nonsterile items.
If in doubt, it’s out. If sterility is questionable, the item is contaminated.
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.
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.
The edges of a sterile package are not sterile. The outer inch of a wrapper or table cover is nonsterile.
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.
Nonsterile persons stay away from the sterile field, at least 12 inches, never walking between two sterile fields or reaching over one.
Moisture carries bacteria (strike-through). A wet drape, cover or gown is contaminated. Cover it with fresh sterile drapes or replace it.
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.
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
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.
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.
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.
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.
Internal indicatorOnce scrubbed, check it has changed before using anything in the pack or tray. If not, the whole set is not used.
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
Hands clasped in front, above the waist and below the shoulders, when you’re not working. Never in the armpits, never folded.
Face the sterile field at all times. Pass a sterile person back to back or face to face.
Don’t touch your mask, cap or eyewear. If you do, announce it and change gloves.
Watch everyone near your field. Speak up if someone nonsterile comes too close or reaches over.
Draping: hold drapes high and cuff your gloved hands inside. Once placed, a drape is not moved toward the incision. Anything hanging below the table is not sterile.
Handle as little as possible near the field. Don’t shake drapes or linens.
The Mayo and back table are sterile only on top. Instruments don’t hang over the edge.
2.6
When a break in sterility happens
A hidden break is a fail. An announced one usually costs a few points or nothing.
Glove contaminated or punctured→Announce it, step away, hold the hand out for the circulator to pull the glove off. Reglove by assisted or open gloving (not closed, once the cuff is exposed). Check for an injury.
Gown contaminated→Announce it. The gown comes off first, then the gloves; put on a new gown and gloves.
Sleeve touched something→Many programs allow a sterile sleeve cover (stockinette) over the area. Otherwise regown.
Instrument or item contaminated→Remove it from the field and hand it off. Not used again until reprocessed.
Drape or field wet or torn→Cover it with a new sterile drape or towel; replace it if it’s soaked through.
Something dropped→It stays where it is. Tell the circulator; if it’s counted, it stays in the room and in the count.
Unsure whether it touched→If in doubt, it’s out. Treat it as contaminated.
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.
Skipping any required count.
Counting silently, alone, or without the circulator seeing each item.
Not separating sponges fully, or counting a bundle as “ten” without counting each one.
Not reporting a discrepancy right away, or saying “correct” when it isn’t.
Letting a counted item leave the room, or go into the trash, before the final count.
Adding items during the case without them being counted and recorded.
Automatic fail
3.1
When to count
InitialBefore the incision. The baseline everything is compared to.
Cavity in a cavityBefore closing one, such as the uterus or bladder.
ClosingBefore wound closure begins, usually before the deep layer or peritoneum.
FinalAt skin closure or the end of the procedure.
ReliefWhenever the scrub or circulator is permanently relieved.
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
▢SpongesLaps, 4×4 Raytecs, peanuts / Kittners, cottonoids / patties, tonsil sponges. All x-ray detectable in the wound.
✦SharpsSuture needles, knife blades, hypodermic needles, electrosurgical tips, safety pins, anything that could cut.
✖InstrumentsEvery instrument on the tray count sheet, including separate parts: screws, retractor blades, wing nuts.
Together, out loud. The scrub and circulator count at the same time, and both see each item.
Same order every time. Commonly sponges, then sharps, then instruments; from the field to the Mayo to the back table to items off the field (kick bucket, sponge holder). Use your program’s order.
Sponges one at a time. Separate each one completely, even in a band of 5 or 10, and check its x-ray detectable element.
Wrong number in a package? Don’t adjust it. Hand the whole package off; the circulator bags and labels it, and it’s not used or counted in this case.
Needles by the package. Count by the number printed on the suture pack, verify each needle when opened, and keep used ones in a needle counter or on a magnetic mat. Needle-for-needle exchange.
Instruments by the sheet. Count against the tray count sheet, including every removable part. Check for broken or missing pieces.
The circulator writes it down on the count board and in the record as it happens.
Added items are counted by both of you and written down immediately.
Nothing counted leaves the room until the final count is reconciled, including trash and linen.
Report to the surgeon, who acknowledges the result.
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
Tell the surgeon right away, out loud. The surgeon stops closing if possible.
Recount the category in question together.
The surgeon explores the wound. You search the field, drapes, Mayo and back table; the circulator searches the floor, kick buckets, trash and linen.
Still missing? An intraoperative x-ray (per policy) before the patient leaves the room.
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
04
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.
Loading or removing a knife blade with your fingers.
Recapping a needle with two hands.
Passing a sharp hand to hand without a neutral zone, or without announcing it (if your program requires the neutral zone).
Leaving sharps loose on the field, the Mayo or the back table, or in a sponge pile.
Pointing a sharp at yourself or another person, or reaching across a sharp.
Not reporting a needlestick or cut.
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.
Common blades: #10, #20, #21 and #22 on a #4 handle; #10, #11, #12 and #15 on a #3 handle (#7 handle for deep work).
Passing the knife: by the neutral zone if your program requires it. Otherwise blade down, cutting edge away from the surgeon’s palm and fingers, handle placed firmly in their hand, and say “knife.”
4.2
The neutral zone
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
The scrub removes every sharp from the field before the instruments leave the room.
Remove blades with an instrument or blade remover. Close the needle counter.
Everything goes into a puncture-resistant, leak-proof, labeled sharps container.
4.5
If you are stuck or cut
Announce it and step away. Remove the glove and reglove sterile.
Wash the site with soap and water as soon as you can. Don’t squeeze or scrub it harshly.
Report it right away to your instructor or charge nurse and follow the exposure protocol. Post-exposure prophylaxis works best started within hours.
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
Verbalize everything.Instructors grade what they can hear. If you don’t say it, it didn’t happen.
Own mistakes immediately.Say what happened, fix it, keep going. Freezing or hiding costs more than the mistake.
Know the why.Be ready to explain the reason behind any step.
Smooth beats fast.Accuracy first; speed only after you’re accurate.
Be consistent.Same counts, labels and setup every time, so nothing gets skipped under pressure.
PPE before you scrub.Eye protection, cap, mask and shoe covers.
Speak up at the time out.Patient, procedure, site and laterality, allergies, and that every medication is labeled.