Devices & Instruments

2026 articles:

Does Your Sterile Storage Stack Up for Safety?

By Tony Thurmond, CRCST, CIS, CHL, FHSPA

This article originally appeared in the May-June 2026 issue of Healthcare Hygiene magazine.

Proper storage of sterilized instruments is essential for patient safety, but it does not always get the attention it deserves. For starters, Sterile Processing departments (SPDs) may lack adequate sterile storage space, a problem exacerbated by the addition of new services and physicians who require specialized instruments.

To determine whether a facility’s sterile storage is adequate, it is essential to ask some key questions. Do you and your colleagues routinely struggle to locate instrument trays? Are they stored in a logical location or placed wherever there is an opening on a shelf (for example, do you often find bone-holding forceps in the eye instrument section)? Do you find unidentified instrument trays on shelves? Have you come across a tray that has not been used or sterilized in years? If so, it is necessary to address those problems so items are stored in the correct location and in an organized state that keeps them safe, uncompromised and ready for the next procedure.

Remember the Basics
Safe, sterile storage goes beyond just square footage and organization. Sterile Processing (SP) professionals must always remember and apply the basics of sterile storage and refer to standards, such as ANSI/AAMI ST79:2017(R)2022, Comprehensive guide to steam sterilization and sterility assurance in health care facilities, for guidance.

Sterile instruments and supplies must be stored in environmentally controlled conditions that minimize the risk of contamination. The areas must be kept clean and dry, with temperature and humidity monitored daily (at a minimum). The temperature may be as high as 75°F (24°C), and the relative humidity should be 70% or less. Additionally, there must be at least four air exchanges per hour in a positive airflow environment.

Shelving should meet specific requirements. Sterile items must be stored at least 8 to 10 inches from the floor, at least 18 inches below the ceiling or 18 inches from the bottom of the sprinkler head, and at least two inches from outside walls. Bottom shelves of storage units must be solid to protect them during environmental cleaning, and the shelving material should be metal or plastic to allow for thorough cleaning (wood or other porous materials must never be used). Shelving should be ergonomically designed for employee access, with adequate spacing between shelves and sufficient depth to prevent products from overhanging. Heavier trays should be placed on the middle shelves to make lifting safer. Shelves should also be clearly labeled, so items are easy to place, rotate and locate. To help ensure sterile items remain uncompromised, traffic to sterile storage areas should be limited to staff who work in the area or those granted permission to access it. Doors and windows should remain closed.

When organizing the sterile storage area, it is best to store specialty items (and those for surgical-based specialties) together. For example, Orthopedics can be extremely broad, so storing all power equipment together and arthroscopic items together makes it easier for technicians when pulling cases. Implant trays should be stored within the same vicinity and separated by vendor. Laparoscopic instruments should also be stored together, keeping cameras, endoscopes, and other laparoscopic equipment in close proximity when possible for easier case pulling. Doing so also allows the surgical team to find items more readily if they need to visit the SPD to pick up instruments or supplies. Note: Technician input should be solicited to ensure the sterile storage organization meets the team’s needs.
The sterile storage area should be cleaned routinely (each organization must establish and adhere to its cleaning policy). At my facility, each cleaning assignment is to be done every three to four weeks or as needed. This cleaning assignment is designed to address cleaning, stock rotation, and quality assurance checks. Staff members are required to check each tray, wrapped item or peel pack for package integrity. If holes are detected or a wrapper is compromised, it is removed from storage, opened, and taken to the decontamination area to restart the process. The same process happens if an item is missing the lot sticker or label. Once the item is released from the sterilization process, it should not be relabeled.

The cleaning assignment should include removing all items from the shelf and inspecting the packages for integrity and cleanliness. The outer indicator, whether a card in the container or the sterilization tape, must be identifiable. If there is any doubt, the package should be removed from service and taken to decontamination. The shelves should be wiped with an appropriate hospital-approved solution and allowed to dry properly before the items are returned. They should be placed in first-in, first-out (FIFO) order. The FIFO method—often overlooked and misunderstood—is a stock rotation system in which the oldest product is pulled first. The best FIFO method involves pulling from the right, meaning the newest item is stocked on the left, and older items are moved to the right. This method ensures that the oldest item is used first. Another practice that must be clearly understood is event-related sterility, which means items remain sterile until an event makes them unsterile.

Many factors can create an event, and the following must always be considered:

Product manufacturer recommendations – Most manufacturers of sterilization products state in their IFU that the integrity of the packaging was evaluated for a specific period and was not assessed beyond that period. For example, some wrappers and peel pouches are recommended only for a specific period.

The condition of the package – Remember, we often send trays or peel-pouch items to the OR that do not get used and then return to the sterile storage area.

Some questions to consider: How many people touched this product, and was it left in a safe place outside the sterile storage area? All items must be carefully inspected upon their return. If a package appears compromised or its integrity is in question, the item should be reprocessed.

The importance of proper care and handling of sterile instruments cannot be overstated. Proper attire is vital. Carrying items without a cover jacket is not acceptable. The same is true of holding sterile trays against the body or scrubs. How many times have you seen a teammate or OR staff member take a sterile tray and place it under their arms to carry it to another location? Trays should always be transported and stored upright, held with both hands away from the body to keep the items in place and prevent them from shifting. Transporting items by cart is easier and safer.

Proper management of sterile storage must be prioritized to ensure the patient receives the highest-quality, safest product for their procedure. It is every SP professional’s responsibility to ensure that sterilized items are properly stored to maintain sterility and that items are well organized, properly rotated, and easily retrievable.

Tony Thurmond, CRCST, CIS, CHL, FHSPA, is sterile processing manager at Dayton Children’s Hospital.

Infection Prevention and Sterile Processing: Partnering for Quality, Safety and Survey Readiness

By Eva Sabet Ghabrial, MBBCH, MHA, MPH, CIC, HACP, CRCST; and Casey Stanislaus Czarnowski, BA, CRCST, CIS, CER

This article originally appeared in the Jan-Feb 2026 issue of Healthcare Hygiene magazine.

Infection preventionists (IPs) and sterile processing (SP) professionals are critical members of the healthcare safety team; therefore, it is prudent that they partner strategically to use their unique skill sets and perspectives to drive quality outcomes and reduce infection risk. Through a combination of experience and expertise, IPs leverage their organizational perspective to support staff across all departments in prioritizing patient safety. To fulfill their roles, IPs must spend time across the organization's departments, observing and auditing processes. The information gathered is used to improve processes, prepare for surveys, and inform policy development.

With time constraints and staffing issues being an all-too-common challenge across healthcare departments and disciplines, the need for interdisciplinary teamwork becomes even more pressing. Effective departmental leaders know that quality improvement, infection prevention and survey readiness are ongoing priorities. They also know that their IP partners can help them remain consistent in their specialized duties each day to ensure patient safety. IPs support SPDs and other specialized departments by promoting survey preparedness and identifying ways to improve processes. They can make the most of their time in these departments by adopting key strategies that increase staff buy-in and engagement.

Preparation and Communication Essentials

SPDs benefit greatly from regular IP visits and collaboration. IPs and SP leaders can make the most of this partnership by ensuring proper introductions, preparation and thoughtful yet focused communication. IPs and SP leaders who are new to their roles or to a facility can begin building those interdisciplinary relationships by scheduling an introductory meeting with staff from the other department. The meeting could occur during a monthly staff meeting or on a late-start day. Note: When scheduling an introductory meeting with SP staff, it is best to avoid a shift huddle, as huddles are often brief and occur in a sometimes noisy environment where employees are already facing time pressures. Time will be better spent if staff members can meet outside hectic work areas.

Whenever possible, IPs and SP leaders should schedule in-person meetings rather than virtual or phone meetings. IPs can benefit from sharing presentation slides with SP professionals to explain how IPs support the daily work in the SPD. The presentation can also explain the IP’s role in the broader healthcare system and how the IP department can help the SPD prepare for and excel during accreditation surveys. Similarly, SP leaders can use presentation slides to explain the SPD’s roles and responsibilities to new IPs.

After the initial introduction, IPs can work with SP leaders to schedule in-person visits to the department. Communication is especially important during this phase; IP visits should never be a surprise. Scheduling in advance, in collaboration with SP leaders, conveys respect and demonstrates understanding of SP professionals’ busy schedules. Visits should also encompass all shifts, ensuring that all employees receive the same information and understand the importance of shared goals and ongoing teamwork and collaboration between IP and the SPD. When SP professionals are informed of the IP’s upcoming visit and purpose, logistical details should also be addressed. If the IP requests permission to take photos during the visit, for example, it should be explained to employees that photos will not identify staff or be used punitively, but only for illustrative or educational purposes. This approach sets the stage for mutual trust and collaboration during actual internal audits.

During IP visits to the SPD, both verbal and non-verbal communication is essential to ensure employees feel at ease and able to speak candidly. An unspoken way to communicate teamwork and ensure adherence to proper safety and infection prevention protocols is for IPs always to wear appropriate personal protective equipment (PPE) when observing work in the SPD. Wearing PPE reinforces the idea that IP and SP staff are on the same team, working toward the same goal. Engaging with employees where the work is happening is one of the best ways for IPs to learn and provide support. SP leaders should ensure that IPs have ready access to scrub/PPE and ensure that IPs and other visitors understand which PPE is required for different work areas.

Most importantly, those scheduled internal audits present a golden opportunity for IPs to explain the why behind each step of the process. This explanation can be provided after a survey-like question the IP asks a staff member, as part of correcting an observation, or, more broadly, through a presentation at a staff meeting. In understanding the why behind what they are required to do, SPD staff feel respected and valued as intelligent adult learners. Additionally, this concept allows them to better digest and retain the information for when they are surveyed by various regulatory bodies.

IPs are valuable partners to SPDs and other departments within the healthcare organization. Strong, ongoing interdisciplinary collaboration is essential for preventing infections and driving high-quality, safe patient care and other positive outcomes. Reaching that goal requires dedication and proactive involvement from IPs and departmental leaders, with an emphasis on teamwork, education and understanding.

Eva Sabet Ghabrial, MBBCH, MHA, MPH, CIC, HACP, CRCST, is an infection preventionist with a passion for patient safety and high-quality care.

Casey Stanislaus Czarnowski, BA, CRCST, CIS, CER, is a clinical educator for the Healthcare Sterile Processing Association (HSPA).