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HLT-SURG65-06 · Lesson 11 · 32 clock hours · practice

Orthopedic and Neurosurgery Scrub Sequences

Objective. Students set up and scrub for a simulated open knee procedure and a simulated craniotomy, correctly handling power equipment, implants, and specialty positioning adjuncts within the scrub role.

⚠ 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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Orthopedic and Neurosurgery Scrub Sequences

Orthopedic and neurosurgery cases place some of the highest demands on the surgical technologist in the scrub role. Both specialties require meticulous sterile field organization, precise instrument passing, accurate implant documentation, and an understanding of how patient positioning directly affects surgical outcomes and safety.

Orthopedic Scrub: Open Knee Arthroplasty

Total or partial knee arthroplasty involves the removal of damaged joint surfaces and implantation of prosthetic components. Before the case begins, the scrub technologist must work with the circulator to verify implant availability by checking each component against the surgeon's preference card. Every implant — including the femoral component, tibial component, polyethylene insert, and any bone cement — must be confirmed for size, lot number, expiration date, and laterality (right or left knee). This information is recorded on the implant log before the implant enters the sterile field.

Implant trays are arranged on the back table in the order of anticipated use. Trialing instruments (trial components used to check fit before the real implant is opened) are staged separately so they are not confused with the final implants. Bone cement, when used, is a two-part system; the scrub tech must understand that once mixing begins, working time is limited. The circulator and scrub must communicate clearly at each step of implant introduction.

Power tools in orthopedic surgery include oscillating saws, sagittal saws, and power drills. On training models, you will practice assembling the tool-to-handpiece connection, confirming blade or bit attachment, and passing the tool to the surgeon in a controlled, handle-first manner. In the live OR, power cords and pneumatic hoses must be managed to keep them off the sterile field when not in use. Always confirm with the surgeon before activating any power equipment.

Patient positioning for knee arthroplasty typically includes a leg positioner or lateral post to hold the knee in flexion during tibial cuts. Improper placement of these devices can cause pressure injuries to the peroneal nerve, skin breakdown over bony prominences, or neurovascular compromise. You must know the rationale for each positioning adjunct used.

Neurosurgery Scrub: Craniotomy

A craniotomy is the surgical opening of the skull to access the brain. It may be performed for tumor resection, hematoma evacuation, aneurysm clipping, or other indications. Setup for craniotomy is extensive, and the scrub technologist must be organized and anticipatory.

Self-retaining retractor systems (such as a Leyla bar or similar frame-mounted system) are assembled before or during the procedure to hold brain tissue gently aside, allowing the surgeon a hands-free operative field. The scrub tech must know how each component of the retractor system connects, how to adjust blade depth, and how to pass components safely without contaminating the field. Retractor pressure on neural tissue can cause ischemic injury; the scrub tech supports the surgeon by having correct blade lengths and padding materials immediately available.

Craniotomy instrument sequence generally follows: initial incision and hemostasis instruments, then burr hole instruments (a cranial perforating drill or craniotome), then Kerrison rongeurs and bone wax for bleeding bone edges, followed by intradural microdissection instruments. Understanding this sequence allows the scrub tech to anticipate and pass instruments smoothly, reducing operative time and cognitive load on the surgeon.

Implants used in neurosurgery may include titanium cranial plates and screws used to replace the bone flap. Each plate and screw is documented on the implant log in the same manner as orthopedic implants: lot number, expiration date, size, and quantity.

Implant Log Documentation

Accurate implant log completion is a legal and patient safety requirement. If an implant is recalled or a patient develops a complication, the implant log is the primary traceability document. Every field must be filled in: do not leave lot number or laterality blank. A laterality error — logging a left-sided implant on a right-sided patient — could cause a wrong-site surgery never event. Your program requires 100% accuracy on lot-number and laterality fields for this reason.

Surgical Counts in Specialty Cases

Orthopedic and neurosurgery cases add specialty count items beyond the standard sponge, sharp, and instrument count. In orthopedic cases, count all trials separately from final implants, and count all screws placed into bone. In craniotomy, count cottonoid patties (small radiopaque sponges placed on brain tissue) meticulously — each one must be accounted for at every count interval because a retained cottonoid in the cranial vault is a catastrophic retained foreign object event.

Positioning and Patient Safety

Both specialties require specialty positioning devices. Incorrect positioning contributes directly to patient injuries including pressure ulcers, peripheral nerve damage, compartment syndrome, and airway complications. As the scrub technologist, you are part of the team that sets up and verifies positioning. When you observe a positioning concern, you are obligated to speak up — patient safety supersedes hierarchy. Connect this principle back to the sterile conscience and patient advocacy concepts introduced in your foundational coursework.

Key Safety Reminders

Key terms9

Implant logA permanent patient record documenting each implant introduced during surgery, including lot number, expiration date, size, manufacturer, and laterality; required for traceability and recall response.
LateralityDesignation of right or left side of the body; must be recorded accurately on the implant log and confirmed against the surgical consent and site marking to prevent wrong-site events.
Self-retaining retractorA frame-mounted or table-mounted device that holds tissue aside without requiring a team member to hold it manually; used extensively in neurosurgery to maintain exposure of the operative field.
Trial componentA reusable sizing instrument that mimics the shape of a final implant; placed in the joint temporarily to confirm fit before the sterile-packaged final implant is opened.
Cottonoid pattyA small, radiopaque, lint-free sponge placed on delicate neural tissue during neurosurgery to provide hemostasis and protection; must be counted meticulously at every count interval.
CraniotomeA powered instrument with a footplate guard used to cut the skull along a predetermined line after an initial burr hole is made, allowing the bone flap to be elevated.
Bone waxA sterile, pliable wax material applied to bleeding bone edges to achieve hemostasis by mechanical occlusion of bony vascular channels.
Oscillating sawAn orthopedic power tool whose blade moves back and forth in a short arc; used to make precise bone cuts during joint arthroplasty procedures.
Retained foreign object (RFO)Any surgical item — sponge, instrument, needle, or implant component — unintentionally left inside a patient at wound closure; a preventable never event addressed through strict counting protocols.
In class: Instructor demonstrates proper handling, assembly, and passing of orthopedic power tools and describes implant-log documentation requirements; students label a diagram of a simulated implant with lot number, expiration, and size fields. · Students set up for a simulated knee arthroplasty, including implant tray arrangement and power-tool staging, then for a simulated craniotomy including a self-retaining retractor system; instructor acts as surgeon. · Students complete an implant-log entry and a count record for each case, then debrief on positioning device placement and how incorrect positioning contributes to patient injury — connecting back to patient safety principles from Course 1.
Materials: Orthopedic instrument set with simulated implant trays, craniotomy instrument set including self-retaining retractor system, orthopedic power tool replicas (non-powered training models), implant log forms, count record forms, positioning device reference guide
Check: Instructor evaluates implant log and count record accuracy (100% required on all lot-number and laterality fields) and scores setup completeness on a specialty checklist; pass mark 85% on the checklist with no critical sterile field violations.

Practice check8

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

Sterilization, Disinfection, and Asepsis
1. During a simulated knee arthroplasty setup, the scrub technologist notices that the implant tray label shows an expiration date that has passed. What is the correct action?
Administrative and Personnel
2. Which field on the implant log, if left blank, most directly creates a risk of wrong-site surgery documentation?
Intraoperative Care
3. In a craniotomy, the scrub technologist passes a cottonoid patty to the surgeon. Before wound closure, what must be verified?
Intraoperative Care
4. When passing an orthopedic power drill to the surgeon during a simulated knee case, the scrub technologist should:
Surgical Instrumentation
5. A self-retaining retractor system is used in craniotomy primarily to:
Intraoperative Care
6. During a knee arthroplasty setup, trial components are best managed by:
Preoperative Preparation
7. Incorrect placement of a lateral post during knee arthroplasty positioning is most directly associated with which patient injury?
Intraoperative Care
8. At the first closing count during a craniotomy, the scrub technologist and circulator discover the cottonoid count does not reconcile. The appropriate immediate action is to:
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