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newSchoolWorks.com › VoTechWorks › Health & Personal Services › Surgical Technology › OR Clinicals: Scrub Role Practice in the Surgical Suite › Lesson 7
HLT-SURG65-06 · Lesson 7 · 20 clock hours · theory

Electrosurgery, Hemostasis Devices, and Energy Sources

Objective. Students explain how monopolar and bipolar electrosurgery work, identify the safety responsibilities of the scrub role, and state correct handling procedures for common energy-based devices encountered in the OR.

⚠ Pending professional review

This lesson, its worked examples and its practice questions has not yet been verified by a licensed clinician in the field or by a certification or approval body. It is a study draft and may contain errors. Do not use it to make decisions about any patient or medication. Always follow your instructor, your supervising professional, and current official references and regulations.

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Electrosurgery in the OR: How Energy-Based Devices Work

Electrosurgery uses high-frequency alternating electrical current to cut tissue and control bleeding. Understanding how these devices work—and how to handle them safely—is one of the most important responsibilities of the scrub role. Errors in electrosurgical technique are a documented source of patient burns, OR fires, and surgical complications.

Monopolar Electrosurgery

In monopolar electrosurgery, electrical current travels from the electrosurgical unit (ESU) generator through the active electrode (the pencil or instrument in the surgeon's hand), passes through the patient's body, and returns to the generator via the dispersive electrode (commonly called the grounding pad or return electrode) attached to the patient's skin.

The current is concentrated at the tip of the active electrode, generating enough heat to cut, coagulate, or fulgurate tissue. Because current must travel through the patient's entire body to complete the circuit, correct placement of the dispersive electrode is critical. The dispersive electrode must be placed on clean, dry, intact skin over a large muscle mass as close to the operative site as is practical, avoiding bony prominences, scar tissue, implanted metal devices, and hairy areas. Poor contact or incorrect placement can cause a burn at the dispersive electrode site.

The surgeon may use a monopolar pencil, a hand-switching or foot-switching device, in "cut" or "coagulation" mode. The scrub technologist hands the pencil in a safe, deliberate manner and ensures it is placed in its holster whenever not in use—never laid on the sterile drapes.

Bipolar Electrosurgery

In bipolar electrosurgery, current flows only between the two tines of a specialized forceps. There is no dispersive electrode because the circuit is completed entirely within the grasped tissue. Because current does not travel through the patient's body, bipolar electrosurgery is safer for patients with implanted cardiac devices and for use near delicate structures such as nerves.

Bipolar forceps are used primarily for precise coagulation of small vessels. The scrub technologist keeps the forceps tips clean of charred tissue using a damp sponge or specialized tip cleaner; buildup of eschar increases tissue resistance and reduces effectiveness.

Ultrasonic Energy Devices

Ultrasonic shears (such as the harmonic scalpel) use high-frequency mechanical vibration rather than electrical current to cut and coagulate tissue simultaneously. The blade vibrates at ultrasonic frequency, generating frictional heat in the tissue. Ultrasonic devices produce less smoke plume and lateral thermal spread than conventional electrosurgery and do not require a dispersive electrode. The scrub must allow the blade to cool briefly after activation before handing or placing the device, as the tip retains heat momentarily after use.

Fire Risk: The Fire Triad

OR fires are rare but life-threatening. The fire triad (fuel, oxidizer, ignition source) is the framework used to understand and prevent them. In the OR:

The scrub technologist contributes to fire prevention by always placing the active electrode in its holster when not in active use, never placing it on drapes, alerting the team when flammable prep solutions are being applied, and communicating with the anesthesia provider when work near the airway increases fire risk.

Scrub-Role Safety Responsibilities

The scrub technologist's responsibilities related to electrosurgery include:

1. Before the case: Inspect cords, pencils, and bipolar forceps for damage; confirm the dispersive electrode is available and within expiration date.

2. During the case: Hand the active electrode safely; return it to the holster after each use; keep bipolar tips clean; pass devices with clear verbal communication; monitor for smoke or unusual odors.

3. Settings and alarms: Do not adjust ESU settings independently; if a surgeon requests a change, confirm the request aloud and allow the circulator to adjust the generator.

4. Cord management: Route cords off the sterile field safely to prevent tension or accidental activation; never coil active cords tightly.

5. Specimen considerations: Avoid using the ESU on tissue submitted for pathology if possible, as heat can alter histologic findings.

6. Smoke plume: Electrosurgery generates surgical smoke, which contains harmful particulates and chemical byproducts. The scrub supports use of a smoke evacuation system when available and personal protective equipment (PPE) including appropriate masks.

Device Handling on the Sterile Field

All energy-based devices received onto the sterile field must be inspected for integrity of insulation and connections before use. Insulation defects on monopolar instruments can cause unintended burns at distant sites. The scrub passes sharp or active instruments using a hands-free or neutral-zone technique whenever feasible to reduce sharps injury risk.

Key terms8

Active electrodeThe instrument (such as a monopolar pencil or bipolar forceps tip) that delivers electrical current directly to the target tissue during electrosurgery.
Dispersive electrodeA large adhesive pad placed on the patient's skin in monopolar electrosurgery that completes the electrical circuit by returning current safely to the ESU generator; also called the return electrode or grounding pad.
Electrosurgical unit (ESU)The generator that produces and controls high-frequency alternating electrical current for monopolar and bipolar electrosurgery modes.
Bipolar electrosurgeryAn electrosurgical mode in which current flows only between the two tines of a special forceps, limiting current to the grasped tissue and eliminating the need for a dispersive electrode.
Fire triadThe three elements—fuel, oxidizer, and ignition source—that must all be present simultaneously for an OR fire to occur; removal of any one element prevents fire.
Ultrasonic energy deviceA surgical instrument that uses high-frequency mechanical vibration to cut and coagulate tissue without relying on electrical current passing through the patient; the blade tip retains heat briefly after activation.
Surgical smoke plumeThe aerosol produced when tissue is heated by electrosurgery or laser; contains harmful particulates, chemical byproducts, and potentially viable cellular material requiring smoke evacuation and PPE.
Insulation failureA defect in the non-conducting coating of a monopolar instrument that can allow current to escape at unintended sites, causing burns to adjacent tissue or organs outside the surgeon's view.
In class: Read the AORN guideline on electrosurgery and complete a structured outline identifying: mechanism of action for monopolar and bipolar modes, fire-triad awareness, dispersive electrode placement principles, and scrub-role responsibilities. · Examine and handle (unpowered) an electrosurgical unit, pencil, bipolar forceps, and ultrasonic energy device; label a diagram of each device and its components. · Case-study discussion: analyze two written scenarios describing an ESU-related fire risk and an incorrect holstering event; students identify the error and state the correct action.
Materials: Electrosurgical unit (unpowered for handling), monopolar pencil, bipolar forceps, ultrasonic shears (unpowered), AORN Guideline for Electrosurgery, case-study handouts, device-labeling diagram worksheet
Check: Students answer a 15-question quiz covering mechanism, fire risk, and scrub responsibilities; pass mark 80%; questions requiring identification of unsafe actions must all be answered correctly.

Practice check8

Answer each question, then check it. Nothing is recorded; this is your own practice.

Basic Science and Technology
1. In monopolar electrosurgery, how does electrical current complete its circuit back to the ESU generator?
Perioperative Patient Care
2. Which of the following is the most important reason the scrub technologist should place the monopolar pencil in its holster immediately after each use?
Safety and Risk Management
3. A surgical case involves work near the patient's face, and the anesthesia provider is delivering supplemental oxygen via an open mask. Which fire-triad element does this scenario most directly introduce?
Teamwork and Communication
4. The surgeon requests an increase in ESU coagulation power during a case. What is the correct action for the scrub technologist?
Basic Science and Technology
5. Which characteristic of bipolar electrosurgery makes it preferred when operating near a cardiac pacemaker?
Instrument and Equipment Handling
6. The scrub technologist notices charred tissue (eschar) buildup on the tips of bipolar forceps during a case. What is the correct action?
Safety and Risk Management
7. An ultrasonic energy device has just been used to divide a vessel pedicle. The surgeon immediately hands it back to the scrub technologist. What is the most important handling consideration at this moment?
Safety and Risk Management
8. During preoperative inspection of a monopolar instrument, the scrub technologist finds a small crack in the instrument's insulating coating. What is the primary patient safety concern, and what is the correct action?
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