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Dental instruments must be cleaned promptly after use, decontaminated, rinsed, dried, inspected, and prepared for an appropriate method of sterilization or disinfection. Cleaning should not be mistaken for sterilization: it refers to the removal of blood, saliva, tissue, cement, and other debris, to ensure that subsequent sterilization processes can proceed normally. The CDC recommends that cleaning processes for dental instruments be carried out using appropriate automated equipment, such as ultrasonic cleaners or washer disinfectors, where possible, since it reduces staff exposure to contaminated sharps.
This guide will explain how to clean dental instruments correctly, what cleaning methods are available, how different instruments are processed, what equipment is needed, and what mistakes to avoid.
A dental instrument cleaning procedure generally follows this sequence:
Collect safely → contain → clean → rinse → dry → inspect → package → sterilize or disinfect as appropriate.
Cleaning is the first step in the instrument reprocessing cycle. It aims to remove any form of contamination, including blood, saliva, tissue, calculus, dental materials, and other debris, from the instrument surface.
It is important to distinguish between three terms: cleaning, disinfection, and sterilization.
- Cleaning: physically removing dirt and other organic or inorganic material from an object.
- Disinfection: reducing pathogenic microorganisms on a surface to levels that are no longer infectious.
- Sterilization: physically or chemically eliminating all forms of microbial life.
For instruments requiring sterilization, cleaning must occur before any other processing steps. The CDC emphasizes the importance of removing organic and inorganic material before disinfection and sterilization.
Blood, saliva, tissue, and other debris can adhere to an instrument surface and provide a protective layer for microorganisms.
A contaminated instrument may appear clean but still have sufficient debris to hinder the sterilization process. This is why a controlled instrument processing workflow is essential: simply placing used instruments in an autoclave is not sufficient.
The Basic Instrument Processing Workflow
An organized dental clinic will have a clearly defined instrument processing workflow, which typically involves the following steps:
1. Receipt of contaminated instruments
2. Cleaning/decontamination
3. Inspection
4. Packaging
5. Sterilization
6. Storage of sterilized instruments
The CDC recommends that dental clinics establish a designated processing area, with a clearly defined workflow to reduce the risk of cross-contamination.
Safety Starts at the Operatory
Cleaning begins as soon as the instrument is used in a procedure. Used instruments must not be left in the operatory tray for an extended period, as blood and other material may dry and become more difficult to remove.
Contaminated instruments should be placed in a suitable container at the point of use and transferred to the processing area. When handling contaminated instruments, staff should use appropriate personal protective equipment (PPE), such as heavy duty utility gloves, where necessary.
Step 1: Handle Used Instruments Safely
After use, collect contaminated instruments appropriately. Avoid the following:
- Walking around with loose sharps
- Unnecessary handling
- Sorting with bare hands
- Leaving sharp instruments exposed
Place used instruments in an appropriate container for transport to the processing area. The aim is to reduce the risk of sharps injuries and exposure to other contaminants.
Step 2: Prevent Debris From Drying
Cleaning is easier to achieve if blood, tissue, and other material have not adhered to the instrument surface.
Where appropriate and compatible with the instrument, place contaminated instruments in an appropriate holding solution or covered container until cleaning can occur. The objective is to prevent debris from drying, not to use a holding solution as a substitute for cleaning.
Do not assume that simply placing an instrument in a solution makes it clean or sterile.
Step 3: Sort Instruments Carefully
Sort instruments according to the processing workflow. For example, separate hinged, sharp, delicate, or specialized instruments, as well as those that need to be disassembled or are unsuitable for ultrasonic cleaning. Always follow the manufacturer's reprocessing instructions. The CDC recommends that instrument manufacturers' instructions be available in or near the processing area.
Step 4: Use an Appropriate Cleaning Method
There are three main approaches to cleaning:
1. Manual cleaning
2. Ultrasonic cleaning
3. Washer or washer disinfector cleaning
Automated cleaning methods are preferred where appropriate, as they reduce staff exposure to contaminated sharps.
Step 5: Manual Cleaning When Required
Manual cleaning may be necessary for certain instruments or if automated equipment is unavailable. When cleaning manually, use appropriate detergents or enzymatic solutions, brushes, heavy duty utility gloves, eye and face protection, and other PPE where required.
Keep instruments submerged when appropriate to reduce splashing or aerosol generation during cleaning. Use controlled movements to avoid damaging delicate working ends.
Step 6: Ultrasonic Cleaning
An ultrasonic cleaner uses sound energy to remove debris from instruments. It is especially useful for removing material from grooves and crevices of small instruments.
Ultrasonic cleaning is appropriate for scalers, curettes, hinged instruments, and other small surgical instruments. The CDC recommends using automated equipment, such as an ultrasonic cleaner, where possible to improve cleaning effectiveness and reduce staff exposure to blood.
Always follow the manufacturer's instructions when using an ultrasonic cleaner, including solution concentration, loading instructions, and cycle recommendations. Avoid overloading the tank.
Step 7: Rinse the Instruments
After cleaning, rinse instruments thoroughly to remove any debris, detergent, or other solution, according to the manufacturer's instructions.
The objective is to remove any residual cleaning agents or solution that could interfere with subsequent processing steps. The CDC specifically recommends rinsing instruments after cleaning to remove any chemical or detergent residue.
Step 8: Dry Completely
Dry instruments thoroughly after rinsing. This is especially important for instruments that will be sterilized using heat.
Use an appropriate drying method, as specified by the instrument manufacturer.
Do not package visibly wet instruments.
Step 9: Inspect Every Instrument
Inspect all instruments under adequate lighting after cleaning and drying. Look for any visible blood, tissue, calculus, cement, corrosion, rust, or other debris. Check that delicate working ends are not bent or damaged. Remove any visible contamination and set aside any visibly damaged instruments for repair or disposal.
The CDC recommends inspecting instruments for visible contamination after cleaning and before sterilization.
Step 10: Open or Disassemble Instruments
Hinged instruments should be opened during processing so that cleaning and sterilization solutions can reach all surfaces. This includes needle holders, hemostats, extraction forceps, surgical scissors, and other hinged instruments.
Some instruments may also need to be disassembled according to the manufacturer's instructions.
Step 11: Prepare Instruments for Sterilization
Once instruments have been cleaned, rinsed, dried, and inspected, assemble them into appropriate trays, cassettes, pouches, or other validated container systems for sterilization.
The cleaning process is complete when instruments are free of visible contamination and have been prepared for subsequent processing steps.
1. Manual Cleaning
Manual cleaning usually involves brushing in combination with an appropriate detergent or enzymatic solution.
Manual cleaning may be necessary for delicate instruments or when automated methods are not available.
The main disadvantage of manual cleaning is the increased risk to staff handling contaminated instruments and sharps. For this reason, automated methods are generally preferred where available.
2. Ultrasonic Cleaning
Ultrasonic cleaning is a highly effective method for removing debris from dental instruments.
An ultrasonic cleaner uses sound waves to agitate the cleaning solution, loosen, and remove contaminants from the instrument surface and crevices. It is especially useful for small instruments with grooves or other irregular surfaces.
The CDC recommends using automated cleaning methods, where appropriate, to reduce staff exposure to blood.
Always follow the manufacturer's instructions when using an ultrasonic cleaner. Use a covered cleaner, where available.
3. Washer Disinfector
A washer disinfector is an automated cleaning method that can be used to clean instruments and, in some cases, provide thermal disinfection.
It can be a useful addition to a busy dental clinic that processes a high volume of instruments.|
4. Manual Pre Cleaning Plus Ultrasonic Cleaning
Some clinics use a combination of manual pre-cleaning and ultrasonic cleaning.
For example:
Point of use containment → preliminary handling → ultrasonic cleaning → rinsing → drying → inspection → sterilization
The exact steps will depend on the instruments being processed and the equipment available.
5. Enzymatic Cleaning Solutions
Enzymatic detergents can be used to break down organic material, such as blood and tissue.
However, solutions must be used at the appropriate concentration and temperature, as specified by the manufacturer. Diluting a solution does not always improve cleaning performance, and incorrect solutions can damage instruments.
6. Cleaning Instrument Cassettes
Cassettes can be used to hold instruments during cleaning and subsequent processing steps.
They help reduce the risk of damage to delicate working ends and can make transporting instruments to and from the sterilizer more convenient.
Cassettes should be used in combination with appropriate cleaning and sterilization equipment.
Instruments have different cleaning and processing requirements depending on their design and material. This section provides general recommendations for cleaning different categories of dental instruments.
Dental Mirrors
Follow the manufacturer's instructions when cleaning reusable dental mirrors. Pay particular attention to the mirror surface, connections, and any threaded surfaces.
Avoid using abrasive materials that can scratch the mirror surface.
Scalers and curettes are used to remove calculus and plaque and have sharp working edges. When cleaning these instruments:
When cleaning extraction forceps, pay particular attention to the beaks, hinges, and serrated surfaces. Always open hinged instruments as recommended by the manufacturer.
Dental elevators have narrow working ends that must be protected from impacts against other instruments. Always inspect the working end for damage and check for signs of corrosion or cracks.
Surgical Instruments
Most surgical instruments have hinged or serrated surfaces or other delicate working parts. Some common surgical instruments include tissue forceps, needle holders, surgical scissors, periosteal elevators, and hemostats.
Always open hinged surgical instruments during processing and inspect the working surface after cleaning.
Endodontic Instruments
Endodontic instruments include a variety of small handpieces and rotary NiTi files. These instruments must always be cleaned according to the manufacturer's instructions.
Many endodontic files are single-use instruments and must be disposed of after use, even if they appear to be in good condition. The CDC recommends that single-use instruments be disposed of appropriately, as they are not intended to be reused for any patient.
Dental Burs
Dental burs can have grooves and other surfaces that retain debris. Always clean burs according to the manufacturer's instructions and inspect the working end for damage or debris.
Some burs are single use instruments, while others are designed for multiple uses.
Dental Handpieces
Dental handpieces must be cleaned and maintained according to the manufacturer's instructions. Always follow the instructions for cleaning, lubrication, packaging, and sterilization, where applicable.
Impression Trays
Impression trays must be cleaned and processed according to their material and manufacturer's instructions. Always remove any impression material before further processing.
The most common application for cleaning is preparing instruments for sterilization.
This is essential for all reusable instruments, since organic material can prevent sterilization from achieving the desired effect.
Some heat labile devices may require high level disinfection instead of sterilization, if the manufacturer and infection control guidelines permit.
Cleaning is still required before high level disinfection.
Scalers and curettes can accumulate blood, saliva, calculus, and tissue during scaling procedures.
These instruments must be cleaned as soon as possible after use to ensure that any adherent material is removed.
Extraction forceps, elevators, and other instruments used during an extraction procedure can accumulate significant amounts of blood and tissue.
These instruments must be handled with care and cleaned thoroughly before sterilization.
Endodontic instruments can be contaminated with pulp tissue, dentin debris, blood, irrigants, and sealer. These instruments must be processed according to the manufacturer's instructions.
Restorative instruments can accumulate composite, cement, amalgam, and other materials. Cleaning is especially important after restorative procedures since some materials can cure and harden on the instrument surface.
Cleaning can also be used to identify instruments that require sharpening, repairing, or other maintenance.
A well organized cleaning workflow can help ensure that instruments are kept in good working condition.
The choice of cleaning equipment will depend on the clinic's instrument volume, the types of instruments used, staff preferences, available space, and other factors.
1. Choose Based on Instrument Volume
A small single chair dental practice will have different cleaning requirements than a multi chair clinic.
Estimate the number of patients treated per day, the number of sets of instruments used, the number of cleaning and sterilization cycles, and the peak instrument volume.
Higher instrument volumes will benefit from using automated equipment.
2. Choose an Appropriate Ultrasonic Cleaner
When choosing an ultrasonic cleaner, consider factors such as:
The cleaning basket is as important as the tank size.
3. Consider a Washer Disinfector
A washer disinfector can be a good option for larger dental clinics. It can help reduce staff exposure to contaminated sharps and provide a more standardized cleaning process.
4. Check Instrument Compatibility
Before purchasing cleaning equipment, check that it is compatible with the instruments used in the clinic.
Some factors to consider:
5. Check Cleaning Solution Compatibility
Always use cleaning solutions that are compatible with the equipment and instruments.
Some factors to consider:
6. Prioritize Staff Safety
Equipment that reduces the need for manual scrubbing and minimizes staff exposure to sharps and bloodborne pathogens should be prioritized. The CDC has specifically recommended automated equipment to reduce staff exposure to blood.
Check Service and Support
When choosing cleaning equipment, consider the warranty, technical support, spares, maintenance, and other services provided by the manufacturer.
DentMedHub can help a dental clinic choose an appropriate set of products for cleaning and reprocessing instruments, based on the expected instrument volume and available space.
Some essential products for instrument cleaning and maintenance include ultrasonic cleaners, instrument cassettes, cleaning baskets, brushes, enzymatic detergents, instrument trays, drying accessories, sterilization pouches, and autoclaves.
For a small or medium sized practice, an appropriate ultrasonic cleaner plus instrument cassettes can be a good option to help organize the cleaning workflow. Larger practices may benefit from a washer-disinfector if the instrument volume justifies the investment.
When choosing cleaning products, consider factors such as tank size, usable basket size, cycle options, temperature control, compatibility with instruments, detergent requirements, manufacturer instructions, warranty, and technical support.
For reusable instruments, check that the manufacturer provides appropriate reprocessing instructions. The CDC has recommended that reusable dental devices that do not have appropriate reprocessing instructions should not be used for multiple patients.
The cleaning equipment itself also requires maintenance to ensure reliable performance. An ultrasonic cleaner, for example, cannot clean dirty instruments.
1. Clean the Ultrasonic Tank
Follow the manufacturer's instructions when cleaning the tank. Always empty and clean the tank regularly, especially if the cleaning solution becomes contaminated.
2. Change Cleaning Solution Regularly
The cleaning solution should also be changed at recommended intervals. Always follow the manufacturer's instructions and do not use visibly contaminated or degraded solution.
3. Inspect the Basket
The cleaning basket should also be inspected regularly for signs of damage or wear.
A damaged basket can compromise the safety of the cleaning process.
4. Keep Equipment Dry When Not in Use
When not in use, the equipment should be cleaned and dried, where applicable, according to the manufacturer's instructions.
5. Maintain Washer Disinfectors
If the clinic uses a washer disinfector, it should be maintained according to the manufacturer's instructions.
Q. What is the best way to clean dental instruments?
A: Dental instruments should be cleaned manually or using an ultrasonic cleaner, followed by a thorough rinse and drying. Always inspect cleaned instruments for visible debris or damage before proceeding to the next processing step
Q. What is the safest way to clean dental instruments?
A: The safest way to clean dental instruments is to use an ultrasonic cleaner or other automated equipment. It reduces the risk of sharps injuries and exposure to blood.
Q. What are the best practices for cleaning dental instruments?
A: The best practices for cleaning dental instruments include:
Cleaning instruments as soon as possible after use
Using appropriate cleaning solutions and equipment
Following the manufacturer's instructions
Thoroughly rinsing and drying instruments
Inspecting instruments before proceeding to the next processing step
Cleaning is an essential step in the instrument reprocessing workflow. It must be carried out correctly to ensure that subsequent sterilization or disinfection steps are effective.
Cleaning should be performed using appropriate equipment and solutions, following the manufacturer's instructions. It is also important to inspect cleaned instruments to ensure that they are free of visible debris and damage.
A well organized cleaning workflow can help reduce the risk of cross contamination and ensure that instruments are processed consistently.
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