BACKGROUND Direct observation has been effective in improving many behaviors critical to infection prevention, such as hand hygiene, but is applied infrequently in the operating room (OR) setting. National Patient Safety Goal 07.05.01 recommended direct observation of evidence-based practices within the OR to reduce surgical site infections (SSIs) but provided little guidance for implementation. We created a standardized OR observation tool for use by infection preventionists (IPs) and perioperative staff to identify variation in practices with an aim toward reducing SSIs. A pilot was performed on cardiac surgery and orthopedic procedures to evaluate reliability and ease of use. METHODS Literature review was performed using keywords “SSI,” “direct observation,” “observation tool,” “infection prevention,” and “quality improvement” to create a list of evidence-based practices that could be monitored by observation in the OR. This list was cross-matched with our institutional SSI prevention bundle and additional procedure-specific variables were added. The tool was shared with IPs with less OR infection prevention experience to help determine ease of use. RESULTS 14 items were identified for inclusion in the OR observation tool in three categories: pre-operative/environmental (chlorhexidine bathing, perioperative antibiotics, environmental cleanliness, air pressure/humidity/temperature), prep and drape (alcohol-based skin prep, OR attire compliance, surgical hand scrub for scrubbed staff, sterile gown/gloving, long/artificial nails), and intraoperative (antibiotic re-dosing, traffic, aseptic technique, sterile field maintained, hand hygiene non-scrubbed staff). Additional items included glucose control and use of negative pressure wound therapy (cardiac surgery) and lower leg prep procedure and postoperative dressing choice (orthopedics). The two IPs that piloted the tool reported improved understanding of each metric and ease of use overall. CONCLUSIONS Use of a standardized, evidence-based OR observation tool improved the quality and consistency of data collected on OR infection prevention practices while serving as a training tool for IPs new to the OR setting. Direct observation has been effective in improving many behaviors critical to infection prevention, such as hand hygiene, but is applied infrequently in the operating room (OR) setting. National Patient Safety Goal 07.05.01 recommended direct observation of evidence-based practices within the OR to reduce surgical site infections (SSIs) but provided little guidance for implementation. We created a standardized OR observation tool for use by infection preventionists (IPs) and perioperative staff to identify variation in practices with an aim toward reducing SSIs. A pilot was performed on cardiac surgery and orthopedic procedures to evaluate reliability and ease of use. Literature review was performed using keywords “SSI,” “direct observation,” “observation tool,” “infection prevention,” and “quality improvement” to create a list of evidence-based practices that could be monitored by observation in the OR. This list was cross-matched with our institutional SSI prevention bundle and additional procedure-specific variables were added. The tool was shared with IPs with less OR infection prevention experience to help determine ease of use. 14 items were identified for inclusion in the OR observation tool in three categories: pre-operative/environmental (chlorhexidine bathing, perioperative antibiotics, environmental cleanliness, air pressure/humidity/temperature), prep and drape (alcohol-based skin prep, OR attire compliance, surgical hand scrub for scrubbed staff, sterile gown/gloving, long/artificial nails), and intraoperative (antibiotic re-dosing, traffic, aseptic technique, sterile field maintained, hand hygiene non-scrubbed staff). Additional items included glucose control and use of negative pressure wound therapy (cardiac surgery) and lower leg prep procedure and postoperative dressing choice (orthopedics). The two IPs that piloted the tool reported improved understanding of each metric and ease of use overall. Use of a standardized, evidence-based OR observation tool improved the quality and consistency of data collected on OR infection prevention practices while serving as a training tool for IPs new to the OR setting.
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