EndoProMag.com

Articles

Tailored Strategies for Unique Challenges

For America’s 4.3 million registered nurses, financial advice that caters to traditional workers often falls short. Personal finance recommendations are typically designed for individuals with 9-to-5 jobs, stable income streams and predictable expenses. Yet the realities of nursing—a profession sometimes defined by irregular schedules and fluctuating income—require a completely different approach.

The widespread lack of financial education among nurses and the broader population compounds the issue. Bridging this gap requires understanding the profession’s unique demands and tailored financial strategies to meet these challenges.

The 12-Hour Reality Check

Mainstream financial advice often focuses on cutting costs in areas like coffee-shop runs or eating out, with suggestions like “skip the latte” or “pack your lunch.” However, such advice rarely accounts for the taxing demands of a 12-hour nursing shift, particularly in critical care or emergency units.

For nurses working through the night in high-stress environments, a $7 hospital cafeteria coffee is not a luxury, but a necessity. This “survival fuel” keeps them alert and functioning during grueling hours. Even packing meals isn’t as simple as it sounds. Refrigerators in hospital break rooms are often overcrowded, poorly maintained or outright hazardous.

These realities make generic financial tips impractical and underscore the need for advice that is appropriate for the unpredictable nature of nursing schedules and working conditions.

Irregular Income, Irregular Solutions

Budgeting on a consistent income is the cornerstone of most financial-planning advice. However, for many nurses, paychecks fluctuate from month to month due to overtime shifts, float assignments and bonuses. In 2024, base salaries for registered nurses ranged from $77,600 to $120,000 or more annually, depending on location, specialty and experience. However, this is just the starting point. Many nurses supplement their income significantly through the following:

  • Shift differentials: Night shifts often pay an additional 10% to 20% more.
  • Weekend premiums: These can add $3 to $5 per hour.
  • Critical staffing bonuses: Hospitals sometimes offer $100 to $500 per shift during staffing shortages.
  • Overtime pay: Time-and-a-half or even double-time pay for hours worked beyond the standard schedule.
  • These variable income streams, while lucrative, make traditional budgeting strategies insufficient and unsustainable. Relying on working overtime consistently can result in burnout and the likelihood of making workplace mistakes. Nurses need tools and techniques that account for irregular earnings and prioritize financial stability.

The Hidden Costs of Caring

Nurses face a range of professional expenses that are often overlooked in traditional financial planning:

  1. Licensing fees: Annual renewals range from $50 to $150 depending on the state.
  2. Continuing education requirements: Keeping up with certifications and licensure costs $500 to $1,000 annually.
  3. Footwear: Nurses on their feet for 12-hour shifts require comfortable shoes, costing $120 to $200 per pair. Given the job’s physical demands, these shoes often need replacing every three to six months.
  4. Uniforms: Scrubs and other workwear typically cost more than $500 annually (Burns, 2024).
  5. Liability insurance: This critical safety net costs $100 to $500 annually.

These recurring expenses quickly add up, creating a financial strain that generic advice often fails to address.

Investment Challenges for Night Shift Nurses

One of the less obvious financial challenges nurses face is the misalignment between their schedules and the financial markets. The stock market operates during traditional business hours, making it difficult for night shift workers—approximately 30% of the nursing workforce—to manage investments actively.

Beyond timing, the larger issue lies in the lack of financial education about investing. Many nurses graduate without understanding basic concepts like compound interest, diversification or portfolio management. This knowledge gap can delay or even prevent nurses from building long-term wealth. Automated investment tools, such as robo-advisors, can help bridge this gap by providing simple, user-friendly platforms for investing without requiring constant oversight.

The Burden of Student Loans

Nurses often enter the workforce carrying significant student-loan debt. While aggressive repayment strategies are commonly advised, nurses have access to unique repayment options that require careful consideration:

  1. Public service loan forgiveness (PSLF): Many nurses qualify, but the program’s requirements are complex and subject to legislative changes.
  2. Health Resources & Services Administration (HRSA) Programs: These offer repayment assistance for nurses working in underserved areas.
  3. State-specific forgiveness programs: Many states incentivize nurses with loan forgiveness in exchange for service in critical-need areas.
  4. Employer-based loan repayment: Some hospitals and healthcare organizations provide direct loan repayment as part of their benefits package.
  5. Income-driven repayment plans: These plans adjust monthly payments based on earnings, accommodating the overtime and bonuses that nurses frequently receive.

Navigating these options requires a thorough understanding of the programs’ terms and how they fit into a nurse’s broader financial goals.

Retirement Planning in Nursing

Retirement planning presents unique challenges for nurses, particularly in physically demanding specialties. A TIAA Institute study found that 33% of healthcare workers feel unprepared for retirement, and nurses are no exception.

Key factors include:

  • Earlier retirement: Many nurses aim to retire early due to their work’s physical and emotional toll. Some may choose gradual retirement by reducing their hours. This decision also impacts financial planning.
  • Workplace injuries: Nurses experience 8.8 workplace injuries per 100 full-time employees, which can disrupt retirement savings plans.
  • Decline of pension plans: While some public hospitals do still offer pensions, these benefits are becoming increasingly rare.
  • Disability insurance: Comprehensive coverage is essential for nurses, given their higher risk of injury. Approximately half of workplace injuries among nurses result from routine tasks such as lifting patients, bending or reaching. Disability insurance for nurses typically covers about 60% to 80% of their income. The cost of this insurance generally ranges from 1% to 3% of a nurse’s annual salary.

Retirement planning requires a proactive approach, including maximizing employer-matched contributions, exploring tax-advantaged accounts and considering alternative income streams.

Creating a Budget for Irregular Income

Nurses with fluctuating pay need budgeting strategies that prioritize stability and flexibility.

  1. Base budget: Build a budget around base salary or guaranteed income.
  2. Shift differential fund: Set aside income from overtime and bonuses into a separate account for irregular expenses or savings goals.
  3. Emergency fund: Maintain six to nine months’ worth of living expenses to cover potential injuries, job changes or unexpected life events.

Investing With a Busy Schedule

For nurses balancing demanding work schedules, passive and automated investment strategies are often the best option.

  • Robo-advisors: Several platforms offer automated portfolio management tailored to individual risk tolerance.
  • Employer retirement plans: Nurses should maximize contributions to employer-sponsored 401(k) or 403(b) plans, especially if their employer offers matching contributions.
  • Target-date funds: These funds automatically adjust risk levels based on the expected retirement date, offering a hands-off approach to investing.

Tax Planning

Nurses often overlook potential tax savings, leaving money on the table. A CPA or tax professional can help navigate these challenges.

  1. Deductible expenses: Track expenses like uniforms, liability insurance and continuing education for potential deductions.
  2. Overtime tax implications: Be mindful of how overtime and bonuses can push you into a higher tax bracket, and plan accordingly.
  3. Travel nurse taxes: If working across multiple states, plan for additional tax filings and understand state-specific obligations.

Student Loan Optimization

To manage student-loan debt effectively, nurses should:

  • Stay informed about updates to programs.
  • Leverage any available employer-based loan repayment assistance programs.
  • Regularly reassess repayment plans to align with income changes and career goals.

The Future of Financial Planning for Nurses

Nurses’ financial challenges will become even more complex as the healthcare industry evolves. The rise of travel nursing, increasing specialization and changes in compensation models require a shift away from cookie-cutter financial advice. Tailored financial planning for nurses can include:

  1. Specialized advisors: Seek financial advisors who are experienced in working with healthcare professionals.
  2. Nursing-specific groups: Join forums or organizations focused on financial literacy for nurses.
  3. Holistic job evaluations: Consider the complete benefits package when evaluating job offers, not just the base salary.

Financial literacy is critical for nurses to build wealth and achieve financial independence. Educational initiatives, such as employer-sponsored programs, online courses or professional organizations, can equip nurses with the knowledge they need to make informed decisions.

Protect Your Financial Health

For nurses, financial health is as essential as physical and emotional well-being, yet it often receives less attention than it deserves. The demanding nature of the healthcare profession can lead to financial stress, which can in turn impact overall job performance and personal satisfaction. Addressing the unique challenges faced by nurses requires a shift toward specialized advice and proactive financial planning that considers their specific circumstances and goals.

Nurses frequently encounter a myriad of financial pressures, including student-loan debt, unpredictable work hours, and the need to plan for retirement at a time when healthcare costs are continually rising. Emphasizing the importance of tailored financial strategies is crucial for helping nurses navigate these challenges effectively. For instance, developing a clear budget that accounts for irregular income patterns can be vital in managing living expenses and savings goals.

Furthermore, understanding the various benefits available to nurses, such as loan forgiveness programs and retirement accounts tailored for healthcare professionals, can significantly enhance their financial stability. By utilizing these resources, nurses can bolster their financial wellness and set themselves up for long-term success.

Embracing proactive financial planning also allows nurses to alleviate stress and concentrate on what they do best— providing exceptional patient care. When equipped with the right tools and knowledge, nurses can make informed decisions about investments, savings and debt management. This not only enhances their financial future but also contributes to their overall well-being and professional fulfillment.

Prioritizing financial health empowers nurses to pursue their careers with confidence and peace of mind. By embracing personalized financial strategies, they can create a solid foundation for their futures, ultimately leading to improved job performance and a higher quality of life inside and outside the workplace. The journey toward financial well-being is an empowering process that fosters resilience and enables nurses to thrive in their vital roles within the healthcare system.

Author

  • Pamela is a registered nurse who is passionate about promoting holistic financial wellness among healthcare professionals. Drawing from personal experience and professional insights, she aims to bridge the gap between traditional financial advice and the unique challenges faced by those in the nursing profession.

    View all posts

Unpacking Best Practices for Efficacy

Ensuring the efficacy of endoscopes is paramount in preventing healthcare-associated infections. This process involves rigorous testing to verify that cleaning and disinfection protocols effectively eliminate contaminants. Key aspects of this testing include verifying cleaning procedures, detecting residual proteins or microbes and evaluating the effectiveness of drying and storage practices. Through meticulous assessment, healthcare facilities can safeguard patient health and uphold the highest standards of hygiene. Not knowing which guidelines or standards to follow can lead to inefficiencies, confusion or missed steps.

The Association for the Advancement of Medical Instrumentation 91 (AAMI ST91) is a comprehensive standard for the reprocessing of flexible and semi-rigid endoscopes in healthcare facilities. AAMI ST91 accentuates the critical importance of quality assurance and verification in the reprocessing of endoscopes. This standard requires healthcare facilities to implement strong programs that ensure the efficacy of both mechanical and manual cleaning steps. Significant components of these programs include verification tests, particularly for high-risk endoscopes, and regular monitoring of reprocessing procedures.

AAMI ST91 Compared to Other Guidelines

Let’s explore AAMI ST91 versus the Society of Gastroenterology Nurses and Associates (SGNA). AAMI ST91 provides detailed guidelines on every step of the reprocessing procedure, including precleaning, leak testing, manual cleaning, rinsing, visual inspection, high-level disinfection, drying and storage. SGNA standards also cover these steps but may not be as detailed in certain areas. ST91 emphasizes verification tests and regular monitoring of reprocessing procedures, particularly for high-risk endoscopes. SGNA standards also recommend verification but may not mandate it as strictly.

Next, let’s compare and contrast AAMI ST91 with standards from the Association of Perioperative Registered Nurses (AORN). AAMI ST91 places significant emphasis on high-risk endoscopes, such as duodenoscopes, bronchoscopes and ureteroscopes, requiring stringent cleaning and verification procedures. AORN guidelines also address high-risk endoscopes but may have different recommendations for specific procedures. AAMI ST91 recommends using lighted magnification and borescopes for visual inspection, which is a more specific requirement than AORN guidelines.

Now let’s take a look at AAMI ST91 versus the Centers for Disease Control and Prevention (CDC). AAMI ST91 and CDC guidelines stress the importance of comprehensive quality-assurance programs. However, AAMI ST91 provides more detailed instructions on the implementation and verification of these programs. AAMI ST91 mandates competency training for personnel involved in endoscope reprocessing, aligning closely with CDC guidelines that also emphasize training but may not specify the same level of detail.

AAMI ST91 is renowned for its detailed and specific guidelines, particularly in the areas of verification and monitoring processes. Its emphasis on high-risk endoscopes and the use of advanced inspection tools, such as borescopes, distinguishes it from other standards. Overall, AAMI ST91 is recognized for its thorough approach to ensuring the efficacy of endoscope reprocessing, making it a critical standard for healthcare facilities aiming to prevent healthcare-associated infections.

Visual inspection is an essential step in reprocessing flexible endoscopes, ensuring these complex instruments are thoroughly cleaned and safe for patient use. This process involves examining the endoscope and its accessories for any residual debris, damage or defects that could compromise the effectiveness of subsequent cleaning and disinfection steps. Identifying issues such as leaks or retained debris early on helps prevent cross contamination and reduces the risk of healthcare-associated infections. Additionally, visual inspections can uncover wear and tear or other damage that might necessitate repairs, thereby extending the lifespan of the endoscope and maintaining its functionality.

By incorporating routine visual inspections into the reprocessing protocol, healthcare facilities can uphold high standards of hygiene and patient safety. The use of lighted magnification and borescopes significantly enhances visual inspections, allowing for detailed examination in areas that are challenging to see with the naked eye. There are even borescopes on the market such as Watchdog AI with an artificial intelligence program to aid in the detection of defects and soil inside the endoscopes.

Various innovative products have been developed to enhance the cleaning process. For instance, the revolutionary UltraZonic ENDO semi-automated pre-cleaning machine excels in removing contaminants from flexible endoscopes. This advanced technology performs leak testing, pre-cleaning, first flush, brushing, final flushing and rinsing for multiple endoscopes simultaneously. A Belgium-based, high-tech R&D and manufacturing company specializing in infection-control technologies, UltraZonic has established a global distribution network, making its innovative solutions accessible worldwide.

Take a Little Time

A potential misstep—but an important one—is to leak test the endoscopes after each use. Leak testing flexible endoscopes identifies the endoscopes’ waterproof integrity to ensure patient safety. This process detects damage to the external surfaces and internal channels that could lead to fluid invasion during procedures. If fluids penetrate the endoscope, it can compromise the device’s functionality and lead to cross contamination, presenting significant infection risks to patients.

Furthermore, leak testing helps prevent costly repairs by identifying potential issues early, thereby extending the lifespan of the endoscope. By regularly performing leak tests, healthcare facilities can ensure that their endoscopes remain in optimal condition, safeguarding both equipment and patient health.

Another example that supports cleaning efficacy is the novel double-headed disposable brush, which has shown superior cleaning performance compared to conventional brushes, particularly in reducing bacterial presence in endoscope channels. This brush is especially important for complex endoscopes, such as duodenoscopes and bronchoscopes, which have intricate channels and lumens that are challenging to clean thoroughly. The double-headed design allows for more effective scrubbing and removal of biofilms and residual debris, ensuring that these high-risk endoscopes are properly sanitized and safe for patient use. Given the complexity of these devices, using advanced cleaning tools like the double-headed brush supports high standards of cleaning and infection prevention.

Using high-quality detergents made for cleaning endoscopes is essential in healthcare settings to ensure the thorough cleaning and disinfection of medical instruments, including flexible endoscopes. Medivators’ cleaning solutions, for example, are specifically formulated to effectively eliminate biofilms, which are often resistant to standard detergents. Biofilms can harbor harmful pathogens, making them a significant risk factor for healthcare-associated infections. High-quality detergents are designed to break down these resilient biofilms, ensuring that endoscopes are properly sanitized.

Moreover, these detergents can remove tough organic residues, such as blood and bodily fluids, which can contain infectious agents. The use of advanced cleaning solutions helps maintain the integrity of the endoscopes while ensuring they are free from contaminants. This is particularly important for complex endoscopes like duodenoscopes and bronchoscopes that are known to have cleaning challenges. By using high-quality detergents, healthcare facilities can adhere to stringent infection-control standards, minimize the risk of cross contamination, and safeguard patient health. Choosing the right detergent makes a stark difference in cleaning capability.

Once the endoscope is manually cleaned, verifying the cleanliness of the inside channel of an endoscope should be performed. Protein residue testing—via Scope-Check, ChannelCheck and EndoCheck—plays a vital role in this process by detecting residual proteins on the endoscope surface and within its channels. These tests help confirm that the cleaning procedures have effectively removed the organic matter that can harbor harmful pathogens.

Microbial testing, including microbial cultures and bioburden tests, assesses the effectiveness of disinfection and sterilization by checking for the presence of microbes after processing. These tests are excellent ways to verify that the endoscope is free from microbial contamination, ensuring it is safe for patients. Utilizing these verification tests enables healthcare facilities to ensure rigorous cleanliness standards, minimize infection risks and enhance patient safety.

Dry-testing flexible endoscopes after processing verifies that all channels are thoroughly dried, as residual moisture can create an environment conducive to microbial growth. Studies have demonstrated that methods such as alcohol flushes and hanging endoscopes in cabinets may not adequately dry channels. Even with compressed-air drying, some channels can remain moist, posing a risk of contamination. Effective drying is essential to prevent the proliferation of waterborne pathogens and environmental contaminants, which can compromise patient safety. Implementing rigorous dry-testing protocols provides an optimal way to ensure flexible endoscopes are completely dry after processing.

Adhering to best practices in endoscope cleaning efficacy is essential for ensuring patient safety and preventing healthcare-associated infections. Implementing rigorous cleaning, verification and monitoring protocols allows healthcare facilities to effectively eliminate contaminants and reduce the risk of cross contamination. Advanced tools and techniques, such as lighted magnification, borescopes and high-quality detergents, enhance the thoroughness of the cleaning process. Regular competency training for personnel and adherence to standards like AAMI ST91 help ensure that reprocessing procedures are consistently performed to the highest standards. Following these best practices is the optimal way to safeguard patient health and maintain the integrity of medical devices.

Author

  • Roberta is the president and CEO of RLH Consultants, LLC, located in southern New Jersey. The company was founded in 2021 and provides SPD and GI consultations, quality assurance assessments, competency assessments, design of sterile processing areas (in hospitals, surgery centers, dental practices, FQHC healthcare facilities, and endoscopy processing areas), on-site training, virtual training, and certification-preparation education and training.

    View all posts

Great Times and Great Care at Carle Health Endoscopy

The jokes are rolling at Carle Health Endoscopy Center, in Peoria, Illinois, but first and foremost is patient safety.

“I personally love that we have fun together at work,” said Jamie Remick, RN. “We joke with each other and patients. We know this is a serious situation, but levity helps keep us grounded. … We really are a team where all members work together. There isn’t any one person who puts their needs above anyone else’s. We know that patient care comes first, and we all do what needs to be done to get the job done right the first time.”

Those efforts must be working, as Carle Health Endoscopy Center was recently awarded the “Best Colonoscopy and Endoscopy” ranking from U.S. News & World Report’s inaugural Best Ambulatory Surgery Centers ratings.

“We were so excited to find out that all of our hard work truly does pay off,” Remick said. “This is our ‘every day,’ but we know it’s not our patients’ ‘every day’ [so] we try to make every patient feel safe. We have an uplifting environment and our patients can feel that we are here to make them feel comfortable during their exam. We are the most compassionate team there is with the best techs and nurses there are. We can get you in and out within an hour, and your care will be top-notch.”

The U.S. News & World Report ranking is validating, said Scott Wu, M.D., medical director of Carle Health Endoscopy Center, Peoria.

“We appreciate the designation as one of the nation’s best ambulatory surgery centers for endoscopy and colonoscopy screenings, particularly during a time when those procedures continue to grow in importance for identifying issues, treating patients, and helping save lives,” Wu said. “This is a validation of the hard work and quality provided by Carle Health physicians and our staff in greater Peoria.”

Factors in the ranking include how well a facility has avoided complications, emergency transfers and other poor outcomes.

The Carle Health Endoscopy Center team performs 35-45 procedures a day, including colonoscopies, upper GI endoscopies and flexible sigmoidoscopies. The facility has five pre-procedure bays, three procedure rooms and six recovery bays.

Regardless of procedure type, every patient is treated as a family member, according to Josh Roy, RN, BSN, the facility’s RN supervisor.

“Our team works together to give quality care to our patients,” Roy said. “Our team is cross-trained to perform different tasks, which allows us to adapt to different situations.”

The team consists of six doctors, three CRNAs, 22 RNs and nine technicians.

“One of the ways our team bonds is [by] having gatherings outside of work,” Roy added. “[For instance], this past year, our charge nurse had a bonfire at her home.”

Every team has its challenges, though.

“One of the challenges we are facing is the increased number of cancellations,” Roy said. “More patients are canceling the day of their procedure, or no-show. We are currently performing a quality improvement study in hopes to decrease the number of cancellations.”

As the team members try to find solutions, they’ll surely keep having fun along the way.

Author

Funding Cuts Will Maim Research for Years

I’ve tried hard to keep politics out of this magazine. After all, it’s a medical magazine, not a

political forum. However, political interests keep blasting their way into the medical field, left

and right—no pun intended—to the point that it’s sometimes impossible to discuss changes

in the medical field without discussing politics. On one such matter—federal cuts to medical

research—I’m going to step into the fray.

You’ve likely heard that the current presidential administration is making major cuts to

scientific funding. According to a recent article from the Journal of the American Medical

Association, the Trump administration “has proposed to Congress a 43% cut to next year’s

NIH budget, equivalent to $20 billion per year.” Few institutions have been as vital to American

innovation and public health as the NIH, a backbone of medical breakthroughs, but the

current administration’s cuts to federal research funding have cast a long shadow over this

critical engine of innovation.

According to The New York Times, “In his first months in office, President Trump has slashed

funding for medical research, threatening a longstanding alliance between the federal government

and universities that helped make the United States the world leader in medical

science. …In all, the [NIH], the world’s premier public funder of medical research, has ended

1,389 awards and delayed sending funding to more than 1,000 additional projects. … From

the day Mr. Trump was inaugurated through April, the agency awarded $1.6 billion less

compared with the same period last year, a reduction of one-fifth.”

These cuts have created an atmosphere of uncertainty, turmoil and risk for researchers

who rely on federal funding. Worse yet, the cuts may deprive the nation of groundbreaking

discoveries. NIH funding reductions will slow progress on some of the most pressing health

challenges facing our nation: cancer, Alzheimer’s disease, genetic disorders, infectious diseases,

and more. Delays in funding can mean postponed clinical trials, hindered development

of new therapies, and the shelving of innovative ideas before they even reach the testing

phase. When scientific advances are stalled, so too are improvements in diagnosis, treatment

and prevention that could save lives and reduce healthcare costs.

A reduction in NIH grants could also weaken the United States’ leadership role as countries

around the world continue to invest heavily in their own scientific infrastructures. American

scientists may seek research opportunities elsewhere, taking vital talent and innovation

with them. The economic impact is also troubling, since healthcare innovation fueled by

NIH-supported research often translates into new jobs and economic growth. Underfunding

can slow the commercialization of new treatments and diminish the development of startups.

Investment in the NIH is essential—not just for scientists and clinicians, but the very health of

our society. It should be our collective responsibility to ensure that scientific research remains

a cornerstone of national policy, regardless of political views. If not, crucial consequences will

continue to reverberate across the scientific community and beyond. I will now, happily and

with great relief, step back out of the fray.

Author

  • Michelle has worked as a journalist, editor in chief and communications professional for more than 20 years with 12 years specializing in healthcare, including as editor in chief for the EndoNurse media brand. She’s the editor, ghost author and co-author of several books.

    View all posts

Candida Disrupts the Gut's Harmony

Every time I hear the term “candida,” I flash back to the 1970s, hearing Tony Orlando and Dawn singing. But I doubt it was an ode to these invasive yeasts.

The genus candida are regular denizens of our microbiome, operating in a happy symbiosis with us and our other gut bugs. Any fungal overgrowth is generally held in check by our immunological response. But as with all things in our digestive tract, it doesn’t take much to get the community balance out of whack; if we experience a change in diet, an uptick in stress, a new medical condition, or our immune system goes sideways for any one of a host of reasons, then our healthy bacteria’s numbers can take a precipitous slide. Candida takes advantage of this loss with all the enthusiasm of a four-year-old offered unlimited chocolate cake, proliferating like rabbits on Viagra.

S. A. Syed wrote how “alterations in gut flora and gene regulation raise the risk of opportunistic fungal infections in cases of immune system weakness or following antibiotic usage. Due to its ability to stick to tissues and create enzymes that dissolve barriers, candida thrives. Low immunity, improper use of antibiotics, chemotherapy, and endocrine or  nutritional  problems  are some  of  the  contributing causes to candida’s growth.”

Although  Candida  albicans gets all the press, Chung and associates wrote in the journal

Oncotarget that at least 15 others also colonize our bodies. According to Syed, “the five most prevalent pathogens— Candida albicans, Candida glabrata, Candida tropicalis, Candida parapsilosis, and Candida krusei—account for more than 90% of invasive diseases.”

It’s candida’s adaptability to its host that allows it to catch fire with immunocompromised patients, and it’s not picky about its incubator. Chung and associates wrote, “CI frequently involves the mouth, vagina, glans penis, esophagus, liver, gastrointestinal tract, respiratory tract, and skin.”

In the vagina, candida causes vaginal candidiasis; in the mouth, it’s known as thrush. The overgrowth can appear in the bowel movements of sufferers as white, yellow or brown mucus; a white, yellow or brown string-like substance; froth or foam; or diarrhea. Candida granuloma—severe and chronic— can appear on the skin, scalp, mouth or fingernails, while cutaneous candidiasis manifests as an itchy, raised red patch of pustules on folds of skin under the arms and breasts or in the groin area. Symptoms can also include white patches in the mouth, swelling, a burning sensation and cottage cheese– like vaginal discharge.

When candidiasis is at its worst, it becomes systemic: Invasive candidiasis is a serious infection of the blood or on the membranes that line the heart or brain, affecting some 25,000 U.S. patients per year.

And everyone’s a candidate. No one is immune to the possibility of overgrowth, but some folks make better hosts: pregnant people (thanks to the fluctuating hormones), diabetics, babies, hospitalized patients, and those with dentures and catheters are all at higher risk of candidiasis. In a patient with immune deficiency, candida can bloom like a wildfire out of control.

For most of us, an overgrowth of candida is mostly annoying, causing itching and discomfort. Systemic symptoms can include headache, fatigue, stomachache, flatulence, itchy skin and craving for sweets. If a patient who is receiving treatment for candidiasis develops a fever and chills, they should immediately call a doctor.

No one should shrug off these symptoms; untreated, candida can turn invasive and can even cause precancerous conditions that slide into cancer. Chung and associates wrote, “CI is not an infrequent complication of cancer and cancer-related therapy, and it may also play an active role in cancer development. The relationship between microbial infection and cancer is of great concern.”

They  argued  that  “several plausible mechanisms” support this  premise.  “First, Candida can produce compounds such as nitrosamines, which are identified carcinogens that play a role in oral cancer initiation,” they wrote. “Second, a previous study suggested that C. albicans promotes cancer through a proinflammatory response, mediated by an increase in cytokine production and adhesion-molecule expression. It is increasingly clear that the tumor microenvironment, which is largely orchestrated by inflammatory cells, is an indispensable participant in the neoplastic process. Other hypotheses, such as the induction of Th17 response and molecular mimicry, have also been proposed to explain the mechanism by which C. albicans might promote cancer progression.”

The First Date

For many women, our first experience with candidiasis showed up when we started taking oral contraceptives. For others, symptoms developed as side effects of various other medications: antibiotics, steroids, proton pump inhibitors, or medicines that cause dry mouth or “turn off” healthy bacteria. Additional triggers include a diet high in refined carbohydrates and sugar; uncontrolled diabetes, HIV, smoking, cancer, or anything that compromises the immune system; hormonal changes; and stress.

Candida isn’t contagious, exactly, but it can be spread by physical contact. Breastfeeding mothers can pick it up from babies who have thrush, and spouses can transfer it back and forth through sexual contact, including via oral sex. The disease seems to have no affiliation for gender or age; while the average age of infected patients is 57.4 years, other factors can influence its proliferation.

Practitioners diagnose candidiasis via tests and examination, including a physical exam and culture test. Average folks can chase off an outbreak with over-the-counter meds and a little time. Other at-home remedies include keeping the skin dry; limiti ng the use of anti bioti cs and hormone-disrupti ng birth-control methods; limiti ng sugary foods and keeping blood sugar in check; quitti ng smoking; and avoiding stress and heavy alcohol consumpti on. Oft en, this is enough to keep the proliferati on in check.

But for those with a compromised immune system, candidiasis is a whole other story.

Open Up Wide

The innate immune barrier in the esophagus is where the defense against candida begins, with the nonkeratinized strati fi ed squamous epithelium. If a pati ent has a candida overgrowth in the esophagus, it will show up as yellow-white patches, or plaques that cannot be removed, oft en in combination with oral thrush. Although herpes simplex virus and cytomegalovirus are among the other nasties that can cause infectious esophagitis, the most common type is esophageal candidiasis. While the oropharynx has the dubious distinction of being the most susceptible part of the GI tract to candida infection, the esophagus is second in line. And plaques can be found throughout the esophagus, or localized in the upper, middle, or distal areas.

Symptoms can include pain or difficulty swallowing, nausea, pain in the sternum area, heartburn, vomiting, weight loss, diarrhea, and melena, depending on the extent of esophageal damage. Abdimajid Ahmed Mohamed and associates wrote in the Canadian Journal of Gastroenterology and Hepatology that diagnosis may indicate

“(1) acute infection: extremely weak immunosuppression patients often die of acute fungal infection; (2) subacute infection: subacute infection may result in esophageal stricture or pseudodiverticulum; (3) chronic infection: usually from childhood, chronic infection is often associated with submucosal fungal infection and immunodeficiency.”

After confirming candida via endoscopic examination and subsequent biopsy, practitioners can contain the overgrowth with systemic oral antifungal drugs. However, “It is important to differentiate esophageal candidiasis from other forms of infectious esophagitis such as cytomegalovirus, herpes simplex virus, gastroesophageal reflux disease, medication-induced esophagitis, radiation-induced esophageal injury, and inflammatory conditions such as eosinophilic esophagitis,” Mohamed wrote. Complications can include necrotizing esophageal candidiasis, fistula and sepsis.

Further along in the gut, candida can cause gas, abdominal pain, diarrhea, nausea, bloating and cramps, among other symptoms. Patients who have some manner of compromise in the digestive tract—for example, Crohn’s disease, ulcerative colitis, gastric ulcers, duodenal ulcers and perforated ulcers—are more likely to present with candidiasis.

Syed wrote, “The three main risk factors for GI candidiasis are radiation, intestinal inflammation, and recurrent GI surgery.” But anything that compromises the immune system, including leukemia and lymphoma, or the use of cytotoxic drugs, corticosteroids or antibiotics, can cause a flare.

And candida’s toxic effects are increasing morbidity and mortality worldwide. According to Zhe Feng and associates in Frontiers in Cellular and Infection Microbiology, “When the human immune system is compromised, C. albicans can rapidly transition from nonpathogenic to pathogenic fungi, resulting in superficial or deep candidiasis, including thrush and candidemia.” Severe candidiasis kills approximately a million people worldwide every year—no small source of concern to healthcare practitioners.

Testing, 1, 2, 3

Diagnosing an overgrowth can be tricky; histological evidence can’t be determined from sputum or stool specimens, simply because candida is a normal part of the GI tract’s normal flora. An endoscopic biopsy sample “may exhibit pathological characteristics, including multiple abscesses and an acute inflammatory response. Pseudohyphae and fungal spores are typically observed, with neutrophils predominating,” Syed wrote.

Generally, a combination of clinical symptoms and notable growth is enough for a diagnosis. And if therapy helps, you know you’re on the right track. “The alleviation of dysphagia and substernal pain that occurs after systemic anticandidal therapy is indicative of candidal esophagitis,” Syed wrote. “Because dysphagic individuals run the danger of developing strictures, esophagoscopy is advised.”

Clinicians have three popular weapons in their arsenal against candidiasis: the small-molecule antifungal medications polyenes, azoles and echinocandins. However, each has limitations.

While polyenes like amphotericin B and nystatin have been around since the 1950s, they “can induce significant adverse effects as a result of the structural resemblance between the intended target, ergosterol, and cholesterol, a sterol found in mammalian cell membranes,” Zhe Feng and associates wrote. However, as Darius Armstrong-James wrote in Parasite Immunology, “antifungal resistance to this class of drugs has not significantly emerged during this time, although there are some fungal species with intrinsic resistance, such as Aspergillus terreus and Candida lusitaneae.”

Echinocandins (caspofungin, anidulafungin and micafungin) boast a commendable safety profile and are efficient fungicides, but cost, IV administration and narrow antifungal range inhibit their practical use. Armstrong James wrote, “They target beta-1,3-D glucan synthase, inhibiting the production of beta-1,3-D glucan, an essential fungal cell wall component.”

Azoles, with their low toxicity and broad antifungal efficacy, are a popular choice. They “have the advantage of a better toxicity profile and, importantly, are available orally. Fluconazole has specific utility for Candida albicans and Cryptococcus neoformans but no activity for Aspergillus species and patchy utility across dermatophytes and endemic mycoses,” Armstrong-Hames wrote.

In addition, according to Feng, “their fungistatic effects in certain species have led to the emergence of azole-resistant isolates.” Also, the effectiveness of these treatments decreases in patients who are immunocompromised.

Other options include terbinafine, “an ergosterol inhibitor with good oral bioavailability and activity against dermatophytes and dematiaceous (black) moulds,” Armstrong-Hames wrote, and flucytosine, a flurouracil pro-drug that suffered a rapidly emerging resistance that has limited it to adjunctive use.

A recent study in the journal Microbiology Research investigated the antifungal efficacy of vitamin D₃ (VD₃) against candida. The authors, Junwen Lei and associates, concluded that VD₃ may have “multitarget effects,” reducing the fungal burden in the liver, kidneys and small intestine. They wrote, “these findings suggest a new antifungal mechanism for VD₃ and indicate that VD₃ could be an effective therapeutic agent for use in [intra-abdominal candidiasis] treatment.”

While other antifungals are in the research pipeline, there’s just no magic bullet. And the need to find one is growing.

A New Attitude

One possible therapy addresses the patient’s immune system itself. Generally, the immune system will target the fungal invader, producing inflammatory factors and activating phagocytes to attack the infection. Feng, et al., wrote, “[In] addition to playing a crucial role in initiating early defense against fungal infections, the innate immune system also triggers various responses promoted by the adaptive immune system through [dendritic cells].” Two types of adaptive immunity—cell-mediated immunity and humoral immunity— combine to build a powerful immune defense against candida… when the immune system is working properly.

When it isn’t, Feng wrote, “immunotherapeutic approaches exhibit potential as a novel strategy for treating candidiasis, owing to the significant involvement of the human immune system in managing this condition. Immunotherapies encompass therapeutic approaches aimed at targeting and impacting the immune system of the body, thereby enhancing the host’s ability to combat infections (Qadri et al., 2023). These methodologies encompass various strategies, such as augmenting the population of phagocytes, activating innate defense pathways in phagocytes and DCs, and stimulating antigen-specific immunity through means like vaccines and monoclonal antibodies.”

Antibody-based medications, Feng wrote, have exhibited positive outcomes; compared to small molecule drugs, antifungal antibodies “present a diminished occurrence of adverse reactions and a broader array of choices.” And combining antifungal medications with monoclonal antibodies provides a one-two punch against the drug resistance seen in candida.

This also “enhances specificity,” potentially becoming an asset to better patient outcomes. Novel immunomodulatory techniques integrating the regulation of recombinant cytokines with monoclonal antibodies may enhance those antibodies’ therapeutic efficacy, according to Feng. “Moreover,” they write, “emerging technologies offer promising avenues for the treatment of life-threatening invasive fungal infections.”

This immunotherapeutic approach must always take into account the immunocompromised condition of the patient, as it’s necessary to customize the therapeutic intervention. Candida-generated proteins can be effectively targeted by antibody-based medications; a side benefit is fewer adverse reactions and a “broader array” of choices, according to Feng. When combined with antifungal medications, the monoclonal antibodies can help combat rising drug resistance in candida. And because the monoclonal antibodies are patient-specific, they hold the potential for improved clinical outcomes.

Author

  • Lisa, a senior editor at EndoPro Magazine, has had a long career as an editor, writer and designer, with an emphasis on medical content.

    View all posts

If You Process Scopes, You Must Stay Updated

As a nurse and patient advocate, I feel very uncomfortable when I visit a facility and discover their practices do not meet the current guidelines or national standards for endoscope processing. Today, there are so many opportunities to easily get up-to-date information, so why isn’t everyone in our field getting that information?

For many years in my profession I have been told, “If we have been doing it this way all this time and we have no infections, why change?” I’ve also been told, “I’m too busy.”

We all know that the past five years have been challenging, with COVID-19 and the aftermath, and all the mental and economic challenges that come with constant changes to healthcare. Many of us are still struggling and have excuses, but are any of the excuses acceptable? Whose responsibility it is to ensure current information and standards are readily available so that devices can be correctly processed? Who is ensuring there is adequate staffing to comply with the manufacturer’s instructions for use for processing endoscopes?

How often do we hear about a facility breach in protocol that required letters to be sent to patients? The patients usually need to have bloodwork to see if an exposure occurred. Sometimes the alert comes from the Food and Drug Administration—or from the manufacturer itself—regarding a problem identified with a product or device. Who is designated at your facility to receive such alerts and ensure the information is given to management for follow-up?

As professionals, we all fear the word “litigation.” To avoid litigation, healthcare providers must comply with established

standards of care. Standards of care arise from regulations based on state and federal legislation or statutes. Regardless of the term used, they are the law. So to keep our endoscopes patient-ready and safe, it’s our duty to keep abreast of the most current information.

Practice guidelines, such as from AAMI, CDC, AORN and SGNA, are all applicable. Guidelines are developed by professional organizations and their members with expertise. Input can be solicited from the members before the guideline is published. However, when AAMI publishes a national standard (represented as ANSI/AAMI National Standard) it is a very different process.

“Standards are consensus documents that provide requirements,  specifications,  guidelines  or  characteristics that can be used consistently to ensure that materials, products, processes and services are fit for their purpose. AAMI develops standards documents aimed at enhancing the safety, efficacy, safe use and management of medical devices and health technologies. A standard may recommend to a manufacturer the information that should be included with a product, basic safety and performance criteria, and conformance measures that can be used to assess compliance. The inclusion of design specifications in a standard is permitted when circumstances warrant, but design specifications usually are avoided as they can hinder the advancement of technology. A standard may provide clinical users with guidelines for the use, care, evaluation or processing of medical devices.” ~ AAMI standards webpage

All AAMI documents are peer-reviewed by committee members and then sent out for public comments. AAMI committee members include product users as well as manufacturers. Once a document is completed it must be approved by a majority of the voting committee members. After approval, the document goes to the AAMI board for review and approval. If the document is to be a national standard, then the AAMI board refers the document to the American National Standards Institute (ANSI) for designation as a national standard.

When surveyors visit facilities, they will sometimes ask on what references the facility bases its processes. Some facilities use a combination of AAMI and a professional organization’s guidelines (e.g., SGNA or AORN).

In 2015, AAMI published ANSI/AAMI ST-91, “Flexible and Semi-Rigid Endoscope Processing in Healthcare Facilities.” This should be the bible for endoscope processing activities. Guidelines from other organizations are also applicable if the material is not covered in ST-91. A revised and updated version of ST-91 was published in 2021.

Practice guidelines and facility policies/ procedures are often introduced as standards of care by a prosecuting attorney trying to prove that negligence has  occurred,  meaning you  either complied with them or did not. On the other hand, a defense attorney can use the same guidelines and policies/ procedures as evidence that standards of care were met. Therefore, having policies and procedures to direct safe practice is critical to patient safety. To do this, you should reference your processing policies to the standards and guidelines used.

To  comply with  standards  and  guidelines  also  means compliance with all device processing equipment (e.g., AER) and chemical manufacturers’ instructions for use (IFU). Do you have the staffing, recommended cleaning implements,  testing  equipment,  chemicals,  processing equipment, etc., to ensure a device is safe when used on the patient?

Keeping informed is vital. Keeping processing staff updated on all matters pertaining to endoscope processing is the primary responsibility of the department or nurse manager. There are several ways to keep staff updated.

Join the Professional Association for Your Practice Area

The Society for Gastroenterology Nurses & Associates (SGNA), for instance, is a vital resource. All professional organizations have annual meetings as well as local (state) meetings that include educational programs. Seminars are also a good way to meet new colleagues. In addition, seminars often have vendor exhibits where you can see new products that can improve your practices. Join the AAMI, or at least purchase their national standard, ANSI/AAMI ST-91, to use as the baseline for endoscope processing practices.

The Joint Commission, the nation’s oldest and largest standards-setting and accrediting body in healthcare, was established in 1951 as an independent, not-for-profit organization. Its 21-member Board of Commissioners includes physicians, administrators, nurses, employers, quality experts, a consumer advocate and educators. Its offerings include accreditations and certifications, and it influences public policy through its advocacy office in Washington,

D.C. The Joint Commission expects facilities to reference its policies or specific national standards or guidelines used for its policies.

Most professional organizations have online help for questions and access to their guidelines. These same organizations offer memberships that often include regular meetings to provide education and updates on products and endoscopic procedures. Their guidelines may be offered at no cost to their members. Their websites usually have a list of all their member resources.

Sign Up for FDA Alerts

On  the  FDA  webpage,  you  can subscribe to the Center for Devices and Radiological Health (CDRH) mailing list based on your area of specialty. This will potentially alert you via email regarding pertinent information about medical device issues. While the CDRH was hit with layoffs in April of this year, the organization has not shut down. You can find them here: https://www.fda.gov/about-fda/fda-organization/center-devices-and-radiological-health

Attend Seminars and Webinars

Since the COVID-19 pandemic, with social distancing recommended and restrictions being placed on travel, virtually all organizations have relied on virtual education. Since then, it has become the norm for most of us, and today, it’s easier than ever.

Many companies that produce products used in endoscopy offer free educational programs. Contact these companies to sign up for alerts when they offer a program. Most of these programs offer continuing education credits as well. Some companies record their educational programs so you can still partake in the education on-demand when you are available. Many of these programs directly relate to endoscope processing.

Subscribe to Practice-Related Magazines

Practice-related  magazines  offer  new  information  and educational articles. For example, EndoPro Magazine and Healthcare Purchasing News, to name two. These magazines also have vendor ads where you can learn about new products or services. Make these magazines available to staff.

Documentation

Documentation is important because records can be subpoenaed in a court of law and can be used in court proceedings. Documents may also verify that staff members were properly trained. One of the most important pieces of documentation is employee training records for endoscope processing. The documentation should include details on the training used for all processing equipment, including automated dosing units (to dispense detergents), automated flushing devices, leak testers, automated endoscope reprocessors, equipment to test the accuracy of the leak tester, cleaning effectiveness testing products, and so on.

Documentation should include at a minimum the following information:

  • training instructors
  • annual competency assessments for all aspects of endoscope processing
  • dates of training and tasks/practices covered
  • the requirement to comply with manufacturer’s IFU for all equipment and products used
  • donning and doffing PPE needed for processing endoscopes
  • training provided on all makes and models of endoscopes
  • transport of used endoscopes
  • leak-testing procedures and verifying the accuracy of the leak tester
  • manual-cleaning protocols
  • inspection of endoscopes for all phases of endoscope processing
  • borescope use (if applicable) to inspect channels of endoscopes
  • quality-assurance testing of endoscopes after cleaning and before high-level disinfection  (e.g., cleaning effectiveness testing)
  • transport of used scopes, transport of processed scopes, storage of scopes
  • drying of scopes
  • transport and storage of processed endoscopes
  • transport of HLD endoscopes to the procedure room

Documentation should also include the results of a return demonstration for each task. In addition, the action taken if any return demonstration failed (e.g., whether the employee was retrained, dates of retraining, by whom, when the second return demonstration was performed, and the results.) Another piece of documentation that is critical is the employee’s annual competency verification for processing activities.

According to ANSI/AAMI ST-91, annual competency verification is “an activity designed to substantiate or confirm the ability of an individual to complete a particular skill, task, complex series of tasks, or behavior necessary to perform effectively.”

Competency assessments should include the following:

  • competencies for every make and model of endoscope
  • transport of used scopes (including documentation of when point-of-use treatment was performed)
  • use of PPE when handling used scopes (including donning and doffing)
  • compliance with manufacturer’s IFU for cleaning
  • use of specific cleaning brushes/equipment recommended in the IFU
  • leak testing/documentation of test results
  • verification of leak tester’s accuracy/documentation of results
  • selection and use of detergents
  • manual cleaning/inspection
  • automated flushing devices (if used)
  • drying/inspection of scopes
  • use of the high-level disinfectant, including MEC testing of the solution before use (if applicable)
  • manual HLD (if applicable)
  • use of the automated endoscope reprocessor (AER) including interpretation of printout
  • use of cleaning effectiveness testing tool with documentation of test results
  • transport of disinfected scopes
  • storage of scopes
  • transport of HLD scopes to the procedure room

Compliance with Stated Policies

It’s one thing to have policies referenced to current standards and guidelines, but are staff members always following those policies? There is no excuse for noncompliance with an endoscope reprocessing policy. Each step in the IFU must be followed to ensure a safe device for the patient. To ensure staff compliance, random audits should be performed, including verification of compliance with the manufacturer’s instructions. This can be done via observation and questioning.

Also, audits can be performed to verify compliance with stated policies. For example, monitor transport of used scopes, documentation records for accuracy, etc. AAMI, as well as other professional organizations, recommend that annual risk assessments be performed to determine needed areas of improvement.

Summary

Endoscope processing personnel need to be kept updated. Encourage your processing staff to achieve certification in flexible endoscope reprocessing and to keep updated in new practices and standards. Encourage competence by supporting their attendance at seminars/webinars. All staff members who attend conferences or webinars should be required to provide

a summary of the information disseminated at the educational program, so the remainder of the staff benefits as well. Virtually all continuing-education programs offer CE credits which support recertification efforts for processing staff.

We have a moral obligation to patients to provide the best care based on the most current national standards and guidelines. It is your responsibility. Get involved! Develop policies and procedures based on these standards and guidelines. Provide in-service opportunities for staff regarding policies and procedures that have been developed or updated. Review your processing policies on a routine basis.

Perform audits to ensure staff compliance with your policies. It’s important to remember that when you don’t comply with a stated policy, you can be found negligent. So, who is processing your endoscopes? What is their competency level? Were they given the tools to provide a patient-safe scope? As W. Edwards Deming said, “Learning is not compulsory; it’s voluntary. Improvement is not compulsory; it’s voluntary. But to survive, we must learn.”

 

Author

  • Nancy Chobin, RN, AAS, ACSP, CSPM, CFER, is the president and CEO of Sterile Processing University, LLC, an online education and continuing education website.

    View all posts

The Difference Between Standards and Guidelines

As a sterile-processing professional, I’m often asked, “Which standards or guidelines should I follow in endoscopy?”

It’s no wonder people get confused when there are so many healthcare organizations that develop guidelines for endoscopy, such as the Association for the Advancement of Medical Instrumentation (AAMI), the Association of peri-Operative Registered Nurses (AORN), the Society of Gastroenterology Nurses and Associates (SGNA), the Association for the Practitioners in Infection Control (APIC) and multi-society guidelines, among others.

People often want to know which to follow in their practice setting. It has been my experience that most facilities follow guidelines developed by the professional organization to which they belong. In a hospital setting, the operating-room staff most likely will follow AORN’s guidelines for processing  flexible  endoscopes,  while  the  endoscopy department will follow SGNA. Much of the content of various guidelines have similar recommendations, but there can be practices not covered in the guidelines or that are in contrast to guidelines from another organization.

According to the National Institute of Health (NIH), “U.S. Standards  are  authoritative  statements  that  articulate minimal, acceptable or excellent levels of performance or that describe expected outcomes in health care delivery, biomedical  research  and  development,  [healthcare] technology,  or  professional  [healthcare].  Guidelines are  statements  of  principles  or  procedures  that  assist professionals in ensuring quality in such areas as clinical practice, biomedical research, and health services. Practice guidelines assist the [healthcare] practitioner with patient care decisions about appropriate diagnostic, therapeutic, or other clinical procedures for specific clinical circumstances.”

Healthcare professionals utilize the guidelines from their respective organizations to guide their practice. Often these practices relate to clinical matters. However, there is a difference between the two.

Standards

According to the Association for the Advancement of Medical  Instrumentation,  requirements,  specifications, guidelines or characteristics can be used consistently to ensure that materials, products, processes and services are fit for their purpose. AAMI develops standards documents

aimed at enhancing the safety, efficacy, safe use and management of medical devices and health technologies (www.AAMI.org).

AAMI  is  not  a  regulatory  agency  and  its  standards are  voluntary.  AAMI  committees  that  develop  these standards consist of representation from both industry (manufacturers) and users (healthcare professionals from agencies such as HSPA, APIC, AORN and SGNA). Each committee is cochaired by a manufacturer representative and a user representative. In addition, the Food and Drug Administration (FDA) has representation on every AAMI committee to provide additional guidance when documents are being developed.

There is an opportunity for members to communicate their concerns to manufacturers and to learn the science behind the products and processes. For example, for a very long time, users asked for ultrasonic cleaners with greater capacity. It took a while, but now most ultrasonic manufacturers offer multilevel sonic machines.

When a document is developed, a proposal for a new document must be submitted by a member in good standing. Then the need for the new document is distributed to the members to determine if there is a need for this document. If the majority feel the document is needed, a call for committee members is made.

The committee members develop the document over a period of time (depending on the topic, this can take two years or more). A new document might take longer to develop. At each committee meeting (regular meetings are held each spring and fall) the progress on the document is discussed and reviewed by all members. Comments regarding content are submitted in writing and designated as technical or editorial.

However, all comments are discussed and either accepted, accepted with modification, or not accepted. This review process continues until the document is completed and all comments have been resolved. Then the document is placed out for ballot by the committee members. A majority of votes are needed to pass. If passed, the document is then reviewed by the public for comments. Following the successful comments/approval process for the public review, the document is sent to the AAMI board of directors for its review/approval. Since the document is a standard, it also needs approval from the American National Standards Institute (ANSI).

Then the document is known as ANSI/ AAMI [title of the document]. Standards always have a ST designation and a number as part of the document’s title (e.g., “Flexible and semi-rigid endoscope processing in health care facilities,” ST-91 2021). All standards are reviewed every five years and either reaffirmed (document still needed but no changes are needed); discontinued (no longer relevant), or needs updating (with changes).

Of Note …

Like  standards  and  recommended practices, an AAMI technical information report (TIR) addresses a particular aspect of medical technology. However, a TIR differs markedly from a standard or recommended practice in terms of the process followed leading up to publication. This process of consensus is supervised by the AAMI Standards Board and, in the case of American National Standards, by the ANSI. A TIR is not subject to the same formal approval process and reflects primarily a technical committee opinion rather than a national standard.

Summary

I believe there should be standardization of practices for endoscopy regardless of the clinical setting. For clinical issues, clinical guidelines excel, as they are specialty-specific. However, when it comes to processing, that is where the confusion comes in, and confusion has no place in healthcare. If a national standard carries more weight than a clinical guideline, then how can we justify not following it?

According to an American Journal of Law article, “What we are learning, however, is that, in addition to varying in scope and quality, many CPGs [clinical practice guidelines] (such as those created for utilization review by payors or those promulgated by specialty societies, which may conflict with other specialty societies’ standards) are designed to meet the needs of the drafting organization, rather than defining a specific, applicable standard of care for every case.

“This has complicated the adoption of CPGs in establishing the standard of care in particular cases.”

In my opinion, when developing policies relating to care, handling and testing of endoscopes, AAMI ST-91 should be the reference for the reprocessing protocols since it is a national standard. Having more than one reference in a policy is acceptable and, in this case, recommended.

Author

  • Nancy Chobin, RN, AAS, ACSP, CSPM, CFER, is the president and CEO of Sterile Processing University, LLC, an online education and continuing education website.

    View all posts

Dr. Ravi Prakash Keeps Patients Front and Center

At Advocate Good Samaritan Hospital in Downers Grove, Illinois, endoscopy All Star Dr. Ravi Prakash creates a trusting and supportive environment by understanding and prioritizing patients’ individual needs. Beyond his clinical expertise, he is a champion for the adoption of advanced medical  technology  and  understands  that  traditional methods alone are outdated, given the rapid evolution of modern healthcare.

The hospital offers roughly 30 endoscopy bays for prep and recovery and four procedure rooms, and Dr. Prakash and his team offer a comprehensive range of endoscopic procedures, including EGDs, colonoscopy, ERCP, and EMR/ESD, among many other procedures.

Dr. Prakash is supported by a team of four technicians and roughly 10 procedural nursing staff members. He fosters team cohesion through dedicated initiatives focused on the comprehensive education and training of his collaborating staff.

His patient-centric philosophy means Dr. Prakash has a strong commitment to staying at the forefront of medical technology, and leverages tools like confocal laser endomicroscopy (CLE) as an invaluable adjunct to enable more accurate diagnosis and treatment of esophageal and gastric disorders.

One area where his expertise greatly excels is in radiofrequency ablation (RFA) for Barrett’s esophagus. By combining RFA and CLE with his thoroughness and attention to detail in the proceeding follow-up, he ensures earlier intervention and more optimal outcomes for his patients across their entire treatment journey.

Even amid high-intensity situations, Dr. Prakash says he tries to consistently maintain a calm attitude and composed manner, thereby cultivating a notably positive and stable environment for his staff.

Carmen Covarrubias, GI technician, said Dr. Prakash actively involves his staff during cases. “He goes above and beyond with his patients and staff, and he is very well respected amongst his colleagues,” Covarrubias said. “Dr. Prakash is a resource for many of his staff members, providing information and perspective on various different topics.”

Dr. Prakash is certified by the American Board of Internal Medicine, Gastroenterology. He completed his residency at MetroHealth Medical Center. Dr. Prakash has expertise in treating colonoscopy, upper GI endoscopy, gastroenteritis, among various other conditions, which makes him highly recommended by patients, one of whom wrote, “Dr. Prakash is a kind and trusted practitioner and I appreciate the thorough, thoughtful dialogue we had during my appointment.”

Over its nearly 40-year history, Advocate Good Samaritan has evolved into a recognized national leader in healthcare. The hospital earned a Crystal Award from Truven Health Analytics in 2014 for being named to the 100 Top Hospitals list five times. It also is the only healthcare organization in the state to earn the prestigious Malcolm Baldrige National Quality Award, achieving the honor in 2010.

Awards are just part of what makes working for Advocate Good Samaritan Hospital’s endoscopy team an interesting experience. According to Covarrubias, “There is never a dull moment when working in Dr. Prakash’s procedural rooms.”

Join Us for the SGNA Virtual Symposium

On behalf of the Society of Gastroenterology Nurses and Associates (SGNA), I am thrilled to share exciting news about an educational opportunity launching this summer: the SGNA Virtual Symposium, taking place August 8–9, 2025.

Previously known as the Annual Course Virtual Component, this event has been rebranded as the SGNA Virtual Symposium, better reflecting its identity as a distinct, stand- alone educational offering. The change underscores SGNA’s ongoing commitment to providing unique education that meets the evolving needs of our members and the broader GI nursing community.

While the name is new, the format and purpose of the event  remain  the  same—delivering  high-quality,  stand-alone content that complements, but never overlaps with, the in-person annual course. This rebranding highlights SGNA’s commitment to offering timely, relevant education throughout the year that meets the diverse needs of our community.

Over two impactful days, attendees will have access to 10 dynamic sessions focused on some of the most pressing and trending topics in GI care. You’ll hear from leading gastroenterologists and subject-matter experts as they share the latest insights on:

  • GLP-1 medications and their implications for GI practice
  • Colon-cancer screening and prevention
  • Liver diseases and advancements in care
  • Sedation best practices
  • Extracorporeal shock wave lithotripsy (ESWL) and endoscopic retrograde cholangiopancreatography (ERCP)
  • Celiac disease
  • Pelvic floor dysfunction
  • ATP testing and clinical applications

Whether you’re looking to deepen your knowledge, earn accredited continuing-education credits, or stay on the cutting edge of GI care, the SGNA Virtual Symposium offers 10 contact hours and unmatched educational value—all from the convenience of your home or workplace.

Registration will open in early June, so stay tuned for updates and mark your calendars. I look forward to seeing many of you online this August as we come together to learn, connect

and advance the specialty of gastroenterology nursing.

Author

A Quest for Our Personal and Professional Lives

“Now and then it’s good to pause in our pursuit of happiness and just be happy.” ~ Guillaume Apollinaire

Over the course of my gastrointestinal career, I have been honored to speak at roughly 20 SGNA conferences on various topics, either keynoting or as a breakout. Thirteen years ago (that was 2012; good heavens!), I presented “Happy People Don’t Get Sick: The Link Between Joy and Health.”1 As I’ve recently had free time on my hands with surgical recovery,2 I have gained unstructured time to delve back into that topic.

Coincidentally, a group at my alma mater, the William & Mary Society of 1918, sponsored a Zoom conference on “The Science of Happiness” last week. The stars had aligned, and I was delighted to virtually attend. The keynote speaker was the amazing Alexis Franzese, associate professor of sociology and chair of the department of sociology and anthropology at Elon University, who achieved the daunting task of distilling a 15-week/one-semester course into a one-hour Zoom—the whirlwind data dump was fabulous!

“My message to women: Do what makes you feel good, because there’ll always be someone who thinks you should do it differently. Whether your choices are hits or misses, at least they’re your own.” ~ Michelle Obama

Franzese led an interactive session with superior skill in post-COVID Zoomland, asking the retirement-age, alumni women participants to define “happiness.” Our definitions ranged  from  “contentment”  to  “pleasure,”  with  “life satisfaction,” “joy,” and “subjective well-being” also making the list. On defining what we considered to be “the good life,” participants differed.

The answers included:

  • Friends/connection/family
  • Love/pleasure
  • Physical wellness/lack of limitations
  • Exposure to sunshine/nature
  • Laughing out loud

What is your good life? Take a moment to contemplate. It works better if you choose a lane.

“When people feel insecure about something, they look around for validation. Show them that other people trust you.” ~ Francisco Rosales

Franzese described the differences on a spectrum between hedonic happiness (all of one’s time spent in the pursuit of self-pleasure) to eudaimonic happiness (gaining happiness via virtuous actions). And yes, I believe that most in healthcare are driven by eudaimonia—caring for others to validate and support our own happiness and self-worth. Franzese noted how our current society and our nation’s youth have been aggressively marketed into believing in hedonic happiness, the pursuit of newer and cooler stuff that marketers promise will allow us to finally purchase and achieve happiness. We are now extensively trained by marketers and a culture whose purpose is to show us what we should want to achieve fulfillment.

Have you become lost in today’s hedonic marketing trap?

“I didn’t have any accurate numbers so I just made up this one. Studies have shown that accurate numbers aren’t any more useful than the ones you make up.”

“How many studies showed that?” “Eighty-seven.” ~ Dilbert, by Scott Adams

Being  100%  happy  is  a  pathological  state;  Franzese suggests a more reasonable target is 70%, with occasional highs and lows. Of your own baseline happiness, 50% is based on genetics, 40% is your own governance by choice or behavior, and 10% is due to life circumstances. The final 10% tends to be transient; even in illness or trauma, that 10% resets to baseline, as has been seen in studies of folks who’ve suffered a traumatic hemiplegia. That means that even in times of scary current affairs with the locus of control seemingly out of our reach, that 40% remains under our own control.

“For once, I’d like to spiral into control.” ~ Unknown 

So what infringes on your personal mellow and interferes with your happiness and control of that 40%? Is it not enough free time and “me time”? Would you like to simply feel “whelmed” occasionally, neither over nor under?

We each need to choose to be happy in the now—not waiting for the stars to align to an excellent intimate relationship, a 20-pound weight loss, good health, sanity in government, and/or a new car or house.

We  get  stuck  in  indecision,  believing  that  focusing, correcting or obtaining one new thing will cause our happiness  (that  hedonic  happiness  from  earlier),  or  a decision-paralysis cycle, akin to going to a restaurant with a multipage menu—“Please just tell me your three best-reviewed dishes and I’ll choose one of those.”

“You have chosen…wisely.” ~ Indiana Jones and the Last Crusade

What can you choose to do, today, to increase your happiness? Several simple and free actions have been found to bolster that personal 40%.

First, please don’t get trapped in decision paralysis here, just choose one action that you can implement. Two, perhaps, if you’re an overachiever.

  • Schedule unstructured time for yourself.
  • Give to others, even simple thanks and gratitude.
  • Do 20 minutes of cardio exercise three times a week, preferably in nature.
  • Identify your happy place to visit daily. Your happy place can be real or imagined, it could be by water or a beach, in a garden, listening to a joyous mix tape, a cozy nook in which to read, a memorable smell that returns you to a moment of childhood bliss. Be authentic to yourself with your happy place; it need not compare with others’.

“There’s never enough time to do all the nothing you want.” ~ Calvin & Hobbes, by Bill Watterson

All too quickly, the one-hour whirlwind was over, followed by concurrent sessions on happiness through mindfulness or through art therapy. In the art-therapy session, we learned to register and then artistically recreate “glimmers” we had experienced that day; the opposite of a traumatic trigger, a “glimmer” is something that brings fleeting happiness and joy. We learned to capture our glimmers through decidedly imperfect art, and to reinforce and to seek glimmers daily.

“Cherish the glimmering moments, for they are the ones that will light up your memories.” ~ Unknown

Notes:

  1. The non-animated version of my 2012 happiness presentation, done on a software called Prezi, remains available at https://prezi.com/view/JFyvPqf4Eb5H2UfBSnhN/. The data is still accurate.
  2. I’m doing great now after left total-knee replacement January 24, 2025; I was recently released from six weeks of homebound/home physical therapy. Now starting outpatient PT for at least an additional six weeks. (If you’ve been on the knee fence, just do it!)

Author

  • Pat is a retired gastroenterologist and educator savoring the 3rd third of her life in coastal Virginia. She completed her gastroenterology fellowship at the Medical College of Virginia oh, so long ago, and after a 30-year gastro practice in south- eastern Virginia and thriving professional speaker and broadcast career, is a popular provider of second opinions in gastroenterology for 2nd MD, now educating people one by one. You will likely find her in her greenhouse or gardens, either propagating fig trees or growing much of her vegan diet organically with donated rabbit poo.

    View all posts

Workplace Boundaries

You’re having a very busy day with many patients on the schedule. You’re documenting information regarding a patient you just interviewed. During your hectic day, a co-worker approaches you says,...

A New Year’s Medley

Under Threat

Medical journals are no strangers to receiving letters. However, one letter that arrived recently at several journals was extremely unusual. The letter was from the United States Department of Justice....

Sign Up For Our Newsletter

Subscribe to our mailing list to receive updates directly to your inbox!

rotatingad
Verified by MonsterInsights