How a 5-Step Workflow Can Improve Instrument Processing Efficiency

April 2025

Even with a proper sterilizer, your workflow design may not support efficiency or compliance with best practice guidelines. Creating a dedicated space for instrument processing and a dirty-to-clean 5-step instrument processing workflow based on CDC guidelines can standardize your instrument processing workflow and make it easier to manage. The result? A process that helps reduce cross-contamination risks, supports a safer, more efficient environment for patients and staff, and can be properly reproduced by everyone on your team.

• STEP 1: Receiving + Cleaning

  Reusable instruments, supplies and equipment should be received, cleaned and disinfected in one section of the processing environment. Remember to clean handpieces on both the outside and inside.

• STEP 2: Preparation + Packaging

  Cleaned, dried instruments and other supplies should be inspected for residual debris and damage, assembled into sets or trays, and wrapped or packaged for sterilization.

• STEP 3: Sterilization

  The sterilization area should include the sterilizer and related supplies with adequate space for loading and unloading the sterilizer. Follow the instructions for use (IFU) on cleaning and sterilizing for each instrument.

• STEP 4: Monitoring/Sterility Assurance

  Mechanical, chemical and biological monitoring should be used to ensure the efficacy of the sterilization process. Results of sterilization need to be recorded.

• STEP 5: Storage

  The storage area should be adequately sized, closed or covered, and located apart from contaminated instruments in an area protected from moisture. Supplies and instruments should not be stored under the sink.

Other Considerations for Enhancing Instrument Processing Efficiency

In addition to an efficient workflow, an important part of effective instrument processing is having a dedicated space to move instruments from dirty to clean while reducing cross-contamination risk. We’ve outlined what that can look like in our 4 Options for Designing an Efficient Instrument Processing Center.

Enjoy Your New Standard of Care

Once you have a dedicated instrument processing space, streamlined workflow and proper equipment, your team will be poised to provide an efficient standard of care that supports a safer environment for patients and staff.