About this activity
Know how to behave, communicate, and protect the patient before you ever cross the red line.
Needs assessment
Drawn from published surgical safety literature, incident reporting themes (contamination breaches, communication failures in handoffs and time-outs), and repeated informal instruction of learners at the point of care.
Practice gap
New and rotating OR personnel frequently arrive without formal instruction in sterile-field behavior, traffic and attire rules, closed-loop communication, and speak-up escalation, contributing to preventable contamination events, wrong-site risk, and team conflict.
Target audience
Physician assistants, medical and PA students, nurses, surgical technologists, first assistants, industry representatives, and any clinician preparing for perioperative rotations or duties.
Format and requirements
- Enduring online material, self-paced and resumable
- 120 minutes of instruction across four stages
- 80% required on the final assessment, three attempts
- Minimum 60 minutes of active participation
- Evaluation and signed attestation required before a certificate is issued
Competency domains
Sterile Field Integrity
Recognizing, maintaining, and restoring the sterile field and its boundaries.
Infection Prevention
Hand hygiene, attire, traffic, and environmental practices that reduce infection risk.
Closed-Loop Communication
Structured, verifiable exchange of clinical information within the team.
Universal Protocol & Time-Out
Site marking, verification, time-out, and surgical safety checklist practice.
Professionalism & Etiquette
Role clarity, hierarchy, boundaries, and conduct in the perioperative environment.
Speak-Up & Safety Culture
Escalation, psychological safety, error reporting, and just culture behaviors.
Evidence base
Content is derived from these sources. Guideline text is cited, not reproduced, and edition or year is recorded for each.
World Health Organization
WHO Guidelines for Safe Surgery / Surgical Safety Checklist
2009 guidelines; checklist 1st ed. — Cited for checklist structure and time-out content.
SourceCenters for Disease Control and Prevention
Guideline for Hand Hygiene in Health-Care Settings
2002; WHO 2009 update referenced — Cited for hand hygiene indications and technique.
SourceCenters for Disease Control and Prevention
Guideline for the Prevention of Surgical Site Infection
2017 — Cited for SSI prevention practices.
SourceAORN
Guidelines for Perioperative Practice
Current edition — Cited only; AORN text is not reproduced. Facility policy governs specifics.
SourceThe Joint Commission
Universal Protocol for Preventing Wrong Site, Wrong Procedure, Wrong Person Surgery
Current — Cited for pre-procedure verification, site marking, and time-out.
SourceAgency for Healthcare Research and Quality
TeamSTEPPS 3.0
2023 — Cited for CUS, SBAR, and two-challenge rule.
Source