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    section 3

    Contents

    Whyriskassessmentisimportant

    Risksrelatedtomovingandhandling

    Identifyinghazardsinworkplaces

    Workplacehazardmanagementandriskcontrols

    Theriskassessmentprocess

    Riskassessmenttools

    Monitoringriskassessment

    Referencesandresources

    Appendices:Resourcesforriskassessment.

    Risk assessment

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    3. 1 Why risk

    assessment is

    importantAriskreferstothepossibilityof

    somethinghappening.Inmoving

    andhandling,thetermrisk

    isusuallyusedtorefertothe

    possibilityofaninjuryorother

    negativeoutcomeoccurring.A

    lowriskmeansalowlikelihoodof

    anegativeoutcome.Ahazardis

    afeatureofataskorenvironmentthatmayleadtoinjuryorharmto

    acarerortoaclient.Thepurpose

    ofriskassessmentistoidentify

    andmanagehazardstoreducethe

    likelihoodofincidentsoccurringthatcouldcauseharmorinjuryforcarersandclients.

    Riskassessmentisakeypreliminaryprocedureforalltypesofmovingandhandling.

    Itneedstobeundertakenpriortomovingandhandlingpeopletoensurehazardsare

    eliminated,isolatedorcontrolled.

    Inmanycountries(e.g.Australia,Canada,theUnitedKingdomandtheUnitedStates)local,regionalandnationalhealthauthoritiesnowhaveguidelinesandcodes

    ofpracticethatincludeconductingriskassessmentsbeforemovingandhandling

    people.1Aprimaryfocusinclientmovingandhandlingguidelinesisthathazards

    relatedtomovingandhandlingclientsshouldbeclearlyidentifiedandeliminated,

    minimisedorcontrolledwherefeasible.

    InNew Zealand,bestpracticeformovingandhandlinginworkplacescomesunderthe

    jurisdictionoftheDepartmentofLabourandtheAccident Compensation Corporation

    (ACC).The Health and Safety in Employment Act (1992) requiresemployerstoprovidesafe

    placesofwork.Employersareexpectedtosetupsystemsandprocedurestoidentifyhazardsintheworkenvironment,assesstheirsignificance,providecontrolsand

    evaluatetheeffectivenessofthecontrols.

    1. Forexample,RoyalCollegeofNursing,2003;Johnson,2011.

    Box 3.1

    New Zealand legislation and

    risk assessmentThe use of the term hazard in these

    Guidelines is consistent with its use in the

    Health and Safety in Employment Amendment

    Act (1992), and the procedures recommended

    for reducing risks are consistent with those

    required of employers by that legislation.

    We regard the lack of systems for

    identifying and/or not regularly reassessing

    hazards in places of work as being serious

    noncompliance with the health andsafety legislation.

    (Department of Labour, 2009a, p. 13)

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    Section 3: risk assessment

    3.2 Risks related to moving and handling

    Severalresearchstudieshaveidentifiedthatclientmovingandhandlingtasks

    areassociatedwithanincreasedriskofinjuries(Box3.2),includinganextensive

    studybasedonACCclaimsin

    New Zealand(Box3.3).The

    identificationandcontrolof

    hazardsrelatedtothesemoving

    andhandlingtasksneedto

    considerthefollowingfactors:

    Workplaceorganisation,

    suchaspoliciesand

    procedures,shiftpatterns,

    staffavailabletoassist,

    workplacecultureand

    trainingforstaff

    Physicalworkenvironment,

    suchasworkspaces,

    layout offurnitureand

    equipmentavailable

    Clientcharacteristicssuchassizeandweight,theabilityandwillingnessofthe

    clienttounderstandandcooperate,andanymedicalconditionsthatinfluencethechoiceofmethodfortransferringorrepositioningtheclient

    Carersandthephysicaldemandsofatask,suchastheforcerequired,

    awkwardposturesandthefrequencyanddurationofthetask.

    Box 3.3

    Moving and handling tasks associated with higher risks of injury for carers in

    New Zealand residential care

    A taxonomic study of ACC entitlement claims that involved 60 days or more off work betweenJuly 2007 and May 2009 reported that lifting patients was the most frequently reported task

    leading to longterm claims. Lifting patients involved 74% (129) of the 176 claims for injuries

    that occurred while moving and handling patients within the New Zealand residential care

    (or retirement village) sector. Of the 129 claims involving patient lifting incidents, 61 had

    information about the types of transfer during which the carers were lifting the patients.

    Among these 61 claim incidents, 33 (54%) involved transferring patients to or from equipment

    (e.g. bed, chair, wheelchair, toilet, commode), 15 (25%) involved catching falling patients, and

    seven (11%) involved picking patients up from the floor.

    Source: Ludke & Kahler, 2009, pp. 2728

    Box 3.2

    Client handling tasks associated with

    injuries to carers

    Transfers between bed and chair

    Transfers between chair and toilet

    Lateral transfers between bed

    and stretcher

    Repositioning in bed

    Repositioning in a chair

    Sitting to standing.

    Sources: Nelson et al, 2003; Royal College of

    Nursing, 2003; Waters et al, 2007

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    3.3 Identifying hazards in workplaces

    Forcontrollingrisksinworkplaces,thePrevention and Management of Discomfort, Pain

    and Injury Programme(DPIProgramme),establishedbyACCin2006,describesseven

    generalfactorsrelatedtoworkplacehazards(seeSection2).Thesesevenfactors

    provideageneralcontextforidentifyinghazardsandcontrollingrisksrelatedto

    peoplemovingandhandling.Hazardidentificationshouldbepartofriskassessment.

    Fourspecificgroupsofhazardareoutlinedthatmakepeoplemovingandhandling

    activitiespotentiallyhazardous.Thesehazardsneedassessmenttoreducetheriskof

    injurytocarers.Itisimportanttobecomefamiliarwiththesehazardssothattherisks

    canbemanagedbyeliminating,isolatingorcontrollingthem.

    (i) Hazards related to workplace organisation and practices

    Examplesofworkplacefeaturesthatarepotentiallyhazardousinclude:

    Administrativepoliciesandprocedures.Alackof,orinadequate,policiesand

    procedures,orpoliciesandproceduresthatarenotfollowed,canincreasethe

    levelofriskassociatedwithperformingapeoplemovingandhandlingtask

    Equipmentnotprovidedornotmaintainedadequately,forexamplewhena

    hoistmaintenanceprogrammeisnotfollowed,fundingisnotprovidedfor

    thereplacementofobsoleteequipment,sometypesofequipmentarenot

    availablesuchasholdupsonslidesheetsorslingssenttolaundry,ornot

    enoughequipmentisallocatedtospecificunits

    Staffinglevels.Toofewstaffforthenumberofclientsandforpeoplemoving

    andhandlingtaskscanresultinincreasedworkdemandsbeingplacedonthe

    existingstaff,forexamplethroughmoretransfertasks(repetition)oneach

    shiftandlongdurationsonmovingandhandlingtasks.Thiscanleadtofatigue

    andreducedworkcapacity,andtostafftakingshortcutsandunsafepractices.

    Understaffingiscommonduringpeaktimes,forexampleduringactivitiesfor

    dailylivingsuchasbathinganddressing

    Extendedworkdays.Longworkhours(morethaneighthours)canleadto

    increasedexposuretotheriskofinjury,forexamplewhenovertimebecomesnecessarybecausestaffonthenextshiftaresuddenlyunavailable,orpeople

    areworkingin12hourshiftscateringfordependentpeople(seeBox3.4)

    Workinginisolation.Forexample,whencaringforadependentpersonintheir

    home,acarergenerallydoesnothavetheopportunitytocallforassistance.

    Theavailabilityofassistancetoacarerwillaffectthelevelofriskassociated

    withperformingpeoplemovingandhandling actions

    Lackofvariability.Thiscanincreasetheloadonbodytissuesowingtoalack

    ofchangesinpostureandthereducedchanceofrecovery,forexampleby

    performingoneactionrepeatedly,suchasholdingalimb

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    Section 3: risk assessment

    Inadequaterestbreaks.Notallowingenoughtimebetweenpeoplemoving

    andhandlingtaskscancontributetofatigueandoverexertion.Anexampleis

    busyworkschedulesleadingtomissedworkbreaks

    Lackofconsultationwithworkerswhenpurchasingnewequipment

    Inadequatetraining

    Workplaceattitudesandpracticesthatdonotsupportacultureofsafety.

    Box 3.4

    Long working hours reduce quality of care

    A case brought before the New Zealand Health and Disability Commissioner involved a

    person being cared for in her home by nursing agency staff. She had developed pressure

    sores and foot ulcers as a result of inadequate care. The notes for this decision reportedthat: The records indicate that in the several months prior to Mrs As death, it was not

    uncommon for one caregiver in particular to work in excess of 100 hours per week. There are

    instances of staff working 24hour shifts with relief for only several hours in the morning or

    early evening.

    Source: Health and Disability Commissioner, Decision 02HDC08905, retrieved 19 August

    2010 from www.hdc.org.nz/2010

    (ii) Hazards in the physical work environment

    Slip,tripandfallhazardssuchaswiresandwetfloors

    Unevenworksurfaces

    Spacelimitations(smallrooms,lotsofequipment,clutter)

    Inadequatespacearoundbedsandtoilets

    Facilitydesigninadequatefortransfertasksinthetransferareaandforthe

    equipmentrequired

    Inadequatelighting.

    (iii) Hazards related to clients

    Poormobility

    Peoplewhoaredifficulttomovebecauseoftheirsizeorcondition

    Variationinclientcooperation

    Aclientsabilitytohear,seeandunderstand,whichmayaffecttheirmobility

    andabilitytocooperate

    Cognitiveissuessuchasconfusionanddementia

    Languageandculturaldifferences

    Unpredictabilityofclientwhenbeingmoved

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    Clientanxietyandfearofmoving,whichcanlimitcooperation

    Medicalattachmentstoclient,whichmaylimittheirabilitytohelp

    Pain,whichcanaffectaclientsabilitytocooperate.

    (iv) Hazards for carers and use of moving and handling techniques

    Forcetheamountofphysicaleffortrequiredtoperformatask(suchaslifting,

    pushingandpulling)andtomaintaincontrolofequipment

    Repetitionperformingthesamemovementorseriesofmovements

    frequentlyduringtheworkingday

    Awkwardpositionsassumingpositionsthatplacestressonthebody,such

    asleaningoverabed,kneelingortwistingthetrunkwhilemovingaclient,

    reachingawayfromthebodyorovershoulderheightforlongperiodsand

    whileexertingforce

    Carerlacksknowledgeortraining

    Carermaybewearinginappropriatefootwearandclothing

    Insufficientnumberofcarersformovingandhandlingtasks

    Carerworkinglonghoursorisfatigued

    Nosuitableequipmentavailable

    Unsupportiveworkplaceculture.

    Uncooperative and aggressive clients

    Whenaclientiscombativeoraggressive,thecarershouldnotattempttohoist,

    transferorrepositiontheclientifthereisarisktothecarerspersonalsafety.Ifthere

    isanactualorpotentialrisktotheclientifatransferisnotcarriedout,restraintmay

    benecessary.Inthiscasethefactorsinfluencingthedecisionrelatingtorestraint

    shouldbedocumentedandallcarersshouldbemadeawareofthesefactors.

    HealthcarestandardsinNew Zealandrequirethatanyrestraintusedmustbethe

    leastrestrictivefortheleastamountoftime,andusedonlyafteralllessrestrictive

    interventionshavebeenattemptedandfoundtobeinadequate.Restraintisaserious

    interventionthatrequiresclinicaljustificationandoversightandshouldbeusedonly

    inthecontextofensuring,maintainingandenhancingsafety,whilemaintainingthe

    clientsdignity.Ifaclientisbeingphysicallyrestrained,thecarermustbetrainedand

    certifiedinrestraintpractice.Forcarersworkingaloneinthecommunity,thereshould

    beanagreedprocedureforseekingassistance.Thisisessentialtopreventundue

    distressandseriousharmtotheclientsbeingrestrained,andtomaintainthesafety

    of carers.

    Anuncooperativeoraggressiveclientwhoneedstobemovedandhandledfor

    personalcaremayneedtobeassessedundertheMental Health (Compulsory Assessment

    and Treatment) Act (1992).Insuchacase,acareplaninvolvingallmembersofthecare

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    Section 3: risk assessment

    teamshouldbeinplace.Arestraintregister,orequivalentprocess,islegallyrequired

    toprovidearecordofrestraintuseforauditpurposes,asdescribedintheStandards

    New Zealanddocument:Health and Disability Services (Restraint Minimisation and Safe

    Practice) Standards.2

    Organisationsneedtodeveloptheirownpoliciesandproceduresoncalming

    andrestraintthatcomplementtheirmovingandhandlingpolicies.Policies

    shouldbebasedontheHealth and Disability Services (Restraint Minimisation and Safe

    Practice) Standards.2

    2. SeeStandardsNew Zealand,2008

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    3.4 Workplace hazard management and risk controls

    Workplacehealthandsafetypoliciesshouldincorporatemovingandhandlingand

    aretheresponsibilityofmanagement.Theyshouldincluderiskassessmentandrisk

    controlprocesses.

    Typicalriskcontrolfeaturesinclude:

    Writteninformationandprotocols(e.g.hazardregisterwithriskorhazard

    controlplan,workplaceprofile)

    Equipmentprovidedformovingandhandlingclients

    Trainingprogrammeforclientmovingandhandling

    Incidentandinjuryreportingsystems.

    Carersshouldbefamiliarwiththeirworkplacehazardregistersandriskcontrol

    policiesandprocedures.Thesubsequentstepsinworkplaceriskassessment

    processesshouldbeconsistentwithriskcontrolandhazardmanagementpolicies.

    Workplace profile

    Furtherinformationondevelopingaworkplaceprofileinwhichworkplacerisk

    controlsformovingandhandlingcanbeincluded,aredescribedlaterinthissection

    (3.6Riskassessmenttools)andadetailedexampleisshowninAppendix3.2.For

    somelocations,suchasresidentialcarefacilitiesandcommunitysettings,theworkplaceriskassessmentprocessmayneedtobeadaptedtocontrolrisksforcarers

    andclients(seeBox3.5andAppendix3.5).

    Client risk assessment (load)

    Clientcharacteristicsthatcanaffectmovingandhandlingrisksinclude(butarenot

    limitedto)sizeandweight,levelofdependencyandmobilityandextentofclient

    compliance.Somespecificpointstonotearethat:

    Aclientsphysicalcharacteristicsmustbeknownandpreparedforinplanning

    Clientsmayhavespecificphysicalconstraintssuchastheirfragility,tiredness,

    havingcontractures,beingunabletolieflat,intravenouslines,drainagebags,

    intubationandframes

    Clientscansometimesberesistive,unpredictable,confusedanduncooperative.

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    Section 3: risk assessment

    Carer risk assessment (individual)

    Thecapabilitiesofcarersinvolvedinmovingandhandlingclientsincludetheir

    physicalability,trainingrelatedtomovingandhandling,levelofstressandfatigue

    andthenumberofothercarersinvolved.Examplesofspecificrisksforcarersare:

    Staffwhoareinexperienced,inadequatelytrainedorunfamiliarwithclients

    andmovingandhandlingequipment

    Continualmovingandhandlingofclientsforlongperiods

    Inadequatestaffnumbersforsafemovingandhandling.

    Box 3.5

    Example of a community risk assessmentTask caring for a client in a low bed and on a double bed, including:

    Clinical procedures carried out on the client in bed

    Turning in bed

    Moving up and down the bed

    Sitting client to lying and vice versa

    Bedbathing

    Getting client in/out of bed.

    People involved carers, including public health nurses, family members

    and physiotherapists.

    Identified risks

    Prolonged stooped postures when attending to client

    Awkward posture when moving client in bed.

    Control measures the level of risk depends on the client and the environment and should

    be assessed locally. For medium to high risks, consider using these options when working

    with a client:

    Place knee(s) on bed or floor to reduce stooping when attending to the client (considerinfectioncontrol issues)

    Provide electric profiling bed

    Provide hoists and sliding boards for transfers to and from bed

    Keep the client in bed until equipment is available

    Provide extra staff as required

    Provide low stool for carers and staff.

    An assessment may result in a recommendation to move furniture or provide equipment.

    This would need to be discussed with the client and their family. The environment should

    be managed appropriately, and if the client and family refuse assistive equipment, care may

    need to be scaled down to avoid risks to carers.

    Adapted from: Royal College of Nursing, 2003

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    Task risk assessment

    Ataskriskassessmentincludesidentifyingthespecifictypeofmovingandhandling

    task,matchingthemovingandhandlingprocedurewiththeloadandtask,and

    ensuringthattheequipmentneededforthetaskisavailable.Notethatthefollowing

    arehigherrisktasks:

    Repositioninginabed

    Repositioninginachair

    Transfersbetweenbedand chair

    Transfersbetweenchairandtoilet

    Lateraltransfersbetweenbedandstretcher

    Sittostand

    Prolongedorsustainedholds,suchasholdingalimbwhilechangingadressing

    orchanging clothing.

    Thetaskwillneedreplanningifcarersneedtodoanyofthe following:

    Awkwardpostures,suchasprolongedorrepeatedbendingforwardor

    sideways,twisting,andworkingatorbelowkneelevel

    Exertinghighforce,suchaswhenholding,restrainingorpushingorwithloads

    notequalforbothsidesofthebody

    Reachingawayfromthebodyorovershoulderheightforlongperiodsorwhile

    exertingforce(seeBox3.6).

    Box 3.6

    One carer or more than one carer needed?

    A common question, particularly for clients receiving care in their homes, is whether

    one carer or two or more carers is needed to transfer a client. Best practice is that, for

    all new clients and clients whose status has changed, there must be a rigorous onsite

    risk assessment carried out by a person who is experienced in moving and handlingassessments. The risk assessment should then be used to determine how many carers are

    needed for specific types of client transfers. Where there is a significant change to a clients

    mobility or following an incident, a risk assessment should take place as soon as possible.

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    Section 3: risk assessment

    Environmental risk assessment

    Anenvironmentalriskassessmentincludesthephysicalspace,equipmentavailable,

    floorsurfaces,clutter,lighting,noiseandtemperature.Foracomprehensive

    environmentalassessmentforaclient,somespecificenvironmentalfeaturesto

    assessare:

    Inappropriatefurnitureandfittings,suchaswindupandmanualadjustbeds,

    lowbathsandlowclientchairs

    Nograbrailsinbathrooms,toiletsorcorridors

    Limitedspaceandaccesstoworkingareas

    Equipmentnoteasilymoveable

    Slipperyfloors Carpetsthatmakepushingequipmentdifficult

    Narrowdoorwaysorramps

    Changesoflevelatlifts.

    Anexampleofaspecificsystemorapproachforclientriskassessment,knownas

    theLITENUPapproach,isshowninAppendix3.1.LITENUPhasbeenusedin

    somefacilitiesinNew Zealandsince2003andissuitableforusewhereahealthcare

    providerwishestouseaspecificclientriskassessmentsystem.

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    3.5 The risk assessment process

    Beforeanymovingandhandlingofaclient,thereshouldbeasystematicrisk

    assessmenttoidentifyrisksandorganisecontrols.Figure3.1providesanoverviewof

    theprocessofriskassessment.

    Figure 3.1 Overview of the risk assessment process

    yesno

    Do not move client

    Considerotheroptions

    Is moving the client necessary?

    Workplace risk controls

    Stafftraining,equipment,clientmovingprotocolsanddocumentation

    5. Client ready to move

    1. Client risk assessment

    Capabilities,mobilitystatus,size,compliance.Consultclientprofile

    2. Carer risk assessment

    Carertraining,physicalcapacity,stress,tiredness,numberofcarersinvolved

    3. Task risk assessment

    Whatisthetask(e.g.chairtobed)?

    Whathandlingtechniqueisappropriate?

    Whatequipmentisneeded?

    4. Environmental risk assessment

    Floorcondition,spaceavailable,equipment accessible

    Whenadecisionhasbeenmadethataclientshouldbemoved,thecarerneedsto

    carryoutthespecificriskassessmentproceduresrelatingtotheclient,thecarer

    (orcarers),thetaskandtheenvironmentinwhichthetaskwilltakeplace.The

    componentsforthespecificriskassessmentsaredescribedinmoredetailbelow.

    Theriskassessmentssetoutinthissectionareprimarilyrelevantforinpatients

    orclientsreceivingongoingcare.Carerswhohaveonlybriefcontactwithclients

    (e.g. ambulanceandfireservicestaff)shouldusebrieferchecklistsorassessments,

    whichcanbeadaptedfromtheexamplesshowninthissection.

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    3.6 Risk assessment tools

    Thissectionoutlinesfiveassessmentproceduresthatcontributetotheoverallclient

    assessment.Theassessmentproceduresincludetheworkplaceprofile,clientprofile

    andclientmobility,fallsandpremovementriskassessments.Examplesofspecific

    assessmenttoolsareincludedinthesectionappendices.Thesetoolsandexamples

    illustratepossiblewaysforconductingriskassessments.Eachorganisationshould

    adapttheexistingtoolsandformstosuititsspecificneeds,ordevelopitsowntools.

    Developing a workplace profile

    Theworkplaceprofileisaspecificmovingandhandlingauditoftheenvironmentin

    whichcarerswork.Itcanincludebothpeoplehandlingandobjecthandling.Fromthe

    workplaceprofile,controlsaredevelopedtomaximisestaffandclientsafetywithintheworkplace.Aworkplaceprofileandriskcontrolplanhelporganisationsmeettheir

    legalresponsibilities.Itsetsoutwhattherisksare,whatwillbedoneaboutthem,

    andwhenchangesshouldbemadeandbywhom.Theycanalsobeusedtorecord

    andcontrolrisksandothersafetyissuesidentifiedduringclientmovingandhandling.

    Theinformationgatheredshouldbeintegratedintotheorganisationalmovingand

    handlingprogrammeandincludedintrainingprogrammes.

    Theworkplaceprofilecanbeusedto:

    Identifyandprioritisetheareasthatarepotentialrisksorneedimprovementtoreducemovingandhandlingrisks

    Establishabaselinefromwhichtomeasureimprovements

    Giveasnapshotoftheworkplace,includingaclientshomewhererelevant

    informationthatcouldbeusefulwhendealingwithconsultants,designers,

    suppliersandtechnicalexperts

    Developinformationthatcanbecomparedwithotherworkunits

    or organisations

    Provideinformationneededtoprepareariskcontrolplan Provideinformationneededaspartoftheorganisationalmovingand

    handling programme.

    Who does the workplace profile?

    Thewardorunitmanagerisresponsibleforcompletingordelegatingthetaskof

    completingtheworkplaceprofileanddevelopingacontrolplantoaddresstherisks

    identified.Theyshouldworkwiththeclientmovingandhandlingadviserorthehealth

    andsafetycoordinatorandarrangefordiscussionsatstaffmeetingstogetfeedback

    fromstaff.Theworkplaceprofileshouldbecompletedatleasteveryyear,and

    updatedearlierwheneverthereisasignificantchangeintheworkplace.

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    What does the workplace profile involve?

    Theworkplaceprofileisintwoparts:

    Workplace detailsthiscoversclientpopulations,staffnumbers,equipment

    andfacilities

    Workplace risk assessmentthisusesascoringsystemtoidentifyrisksand

    prioritiseactionstobuildaneffectiveclientmovingandhandlingprogramme.

    Risksyouwillneedtothinkaboutinclude:

    EquipmentDoyouhavetherightequipmentforthetasksyoucarryout,

    doyouhaveenoughequipment,whatsortofconditionisitinandisitreadily

    accessibleforstafftouse?Arethereanequipmentmaintenancescheduleand

    replacementplan?

    StaffDoyouhaveenoughstaff,dotheyknowwhatisexpectedofthem,has

    everyonedonethebasictrainingrequired,anddoyouhaveclearpoliciesand

    procedurestoguidethem?Istheworkplaceculturesupportive?

    EnvironmentIsthereenoughspaceformovingandhandlingoperations,can

    youimprovethelayoutandremovecluttertoimproveconditions,andcanyou

    providemobilityaidstohelpclientsbemoreindependent?

    Incident reporting Doyouhaveacultureofreportingnearmissesand

    accidentsrelatingtomovingandhandling?

    Appendix3.2attheendofthissectionprovidesanexampleofaworkplaceprofile.

    The client profile

    Theclientprofilesummarisesaclientsdetails,capabilitiesandactionplan.Theclient

    profileincludesinformationonindividualclientcharacteristicsandfactorsthatcould

    affectclientmovingandhandling.Itprovidesinformationneededtomakedecisions

    aboutthetechniquesandequipmentrequired,andothercontrolsforclientmoving

    andhandling.Whererelevant,itcanincludeclinicalreasoningrelevanttospecific

    recommendationsregardingequipmentandtechniques(seeBox3.7).

    Theclientprofileshouldbesignedoffbyanauthorisedperson.Inhealthcarefacilities,

    thiswillusuallybearegisterednurse,physiotherapistoroccupationaltherapist.The

    profileprovidesaguideforallcarerswhoworkwiththeclient.Appendix3.3provides

    anexampleofthesummarydetailsthatcanbeincludedinaclientprofile.Each

    organisationneedstoensurethat,whatevertypeofclientprofileisused,itcontains

    informationrelevanttomovingandhandling.

    Who does the profile and when?

    Foradmissionstohealthfacilities,usuallyaregisterednurse,occupationaltherapistorphysiotherapistcompletestheclientprofilewhenaclientisadmitted.Staffwho

    arerequiredtocompleteorreviewtheclientprofileshouldbeidentifiedbythe

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    Section 3: risk assessment

    organisationorunitmanagerandtrainedappropriately.Theprofileshouldbe

    reviewedperiodicallyorascircumstanceschange,suchas:

    Whentheclientscondition

    ortreatmentchanges

    Atagreedperiodsasper

    policy(e.g.insomeDistrict

    HealthBoardsitisevery

    threedays)

    Whenconditionsinthe

    wardorunitchange

    (forinstanceiflayoutor

    procedureschange)

    Whentheclientmovestoa

    differentwardorservice

    Whentherehasbeenan

    incidentorinjuryinvolving

    theclient.

    Forresidentialcarefacilities,there

    shouldbeaninitialriskassessment

    atthetimeofadmissionofa

    clientandatregularintervals

    followingadmission.Theinitial

    riskassessmentshouldbe

    completedbyastaffmemberwho

    hashadtraininginmovingand

    handlingriskassessmentsandis

    deemedqualifiedtodosobythe

    organisation.Priortoanytransfer,theriskassessmentshouldalsobecheckedbythe

    carerwhowillbemovingtheclient.

    Forclientsinhomecare,aninitialonsiteriskassessmentshouldbecarriedoutbya

    carerdeemedqualifiedbytheorganisation.Itshouldinvolvetheclient,theclients

    familywhereappropriateandifapplicablethefunder.Theriskassessmentshould

    notewhatmovingandhandlingequipmentwillberequired,whatchanges(ifany)

    areneededinroomorbuildinglayout,andwhethertheclientwillrequireassistance

    fromoneortwocarersforspecifictransfers(seeAppendix3.3).Thecarerassignedto

    theclientwillberesponsibleforcarryingoutthecarespecifiedbytheriskassessment

    priortoeachclienttransfer.Solecarersshouldbeabletorequestspecialistrisk

    assessmentsfollowinganysignificantchangesinclientsmobility,profileor

    environment,orfollowinganyindicationthatmorethanonecarerordifferentequipmentmayberequiredtotransferclients.

    Box 3.7

    Clinical reasoning in client

    profile information

    Including clinical reasoning for a technique

    or equipment choice helps where staff may

    later question a decision, or do not understand

    why a specific choice was made. For example,

    a carer has tried a simple turning device to

    assist a standing turn from wheelchair to

    bed, but the client feels unsteady because

    they prefer to hold on to something duringthe turn. Instead, a turning device with a

    handle is used. A new supervisor makes an

    independent assessment and decides the

    more expensive device is not necessary, failing

    to consider the previous decision outcome

    that the ordinary turn disc was unsuccessful.

    The new supervisor restarts the process,

    potentially leading to distress for the client

    and frustration for other staff. Documented

    clinical reasoning, especially in complex

    situations, enables future assessors or

    practitioners to understand the decisions

    taken and review these appropriately.

    Source: Carole Johnson, moving and handling

    consultant, UK

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    What information is included in the client profile?

    Theclientprofilesummarisestheclientsdetails,capabilitiesandneedsandprovides

    amovingandhandlingplanwhenneeded(seeAppendix3.3).Itconsistsoftwoparts:

    1. The client risk assessmentcoversfactorsthatcanaffectclienthandlingand

    increasemovingandhandlingrisks,suchaspain,medication,orthoticsand

    compliance.Iftheassessmentshowsthereareanyriskfactors,thesecond

    part,themovingandhandlingplan,mustbecompleted

    2. The moving and handling planrecordsthetechniques,theequipment

    consideredappropriateforeachmovingandhandlingtaskandthenumber

    ofcarersrequired.Itshouldbefollowedbyeveryonecarryingoutthetasks,

    unlesstheclientsconditionhaschanged.Forinstance,achangeinaclients

    conditionormedicationmayhavealteredtheirbalanceorabilitytofollow

    instructions.Noteveryclientwillneedamovingandhandlingplan,butthe

    assessmentpartoftheprofileshouldbedoneforeveryclientandregularly

    reviewedincasethingschange.

    Theclientprofileprovidescarerswiththeinformationtheyneedinaclearand

    consistentway.Itprovidesaquickoverviewoftheclientsconditionandanymoving

    andhandlingneeds.Itsetsoutthetechniquesandequipmentmostsuitableforeach

    movingandhandlingtask,andprovidesaquickchecklistofthefactorsthatcarers

    needtoconsiderbeforetheycarryoutthetask.

    Theclientprofileshouldbe:

    Availabletoeveryonewhoworkswiththeclient

    Considered,andifnecessaryreviewed,beforeeachmovingandhandlingtask

    iscarriedout

    Keptwiththeclientsmedicationandtreatmentcareplan(atthebedside)

    Sentwiththeclientiftheymovetoanotherwardorservice.

    Involvetheclientwherepossibleinthedevelopmentoftheclientprofile.Thiswill

    assistwithintroducinganyspecialistequipmentrequired.Itisessentialtoexplainto

    theclienthowtheequipmentworksandwhatthebenefitsare.Itisalsoimportant

    thattheclientunderstandsthattheassessmentisreducingtheriskofinjurytocarers

    andthemselves.

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    Section 3: risk assessment

    Client moving and handling plan

    Theclientmovingandhandlingplanincludes:

    Clientmobilityassessment Fallsriskassessment

    Equipment

    Techniques

    Staffrequired.

    Aclientmobilityassessmentiscarriedoutwheneveranewclientisadmitted.It

    assessestheclientsneedforassistance.Thereareseveralsystemsusedtoassess

    clientmobilityordependency.Theserangefromsimpletoquitecomplicatedsystems.

    Inmostcases,itisbettertohaveasimplesystemthatallowsforadditionalcommentswhenneeded.Theclientmobilityinformationshouldbeincorporatedinto

    theclientprofileandshouldbeaccessibletoallstaffresponsibleforcaringforthe

    client.Clientmobilityinformationshouldbeupdatedregularly.Thefrequencyof

    updatingdependsontheclientsconditionandprogress.

    Box3.8describessomecommonly

    usedcategoriesofclientmobility

    thatcanbeusedtoassessaclient

    priortomovingthem.Theclients

    mobilitystatuswilldeterminetheselectionofaspecifictechnique

    forthemovingandhandlingtask.

    Forclientscategorisedasassisted

    movement,theassistance

    requiredmayrangefrommoderate

    tosubstantial.Thisisreflectedin

    havingmorethanonetechnique

    forsometransferswhereclients

    needassistance.Thesevariationsshouldberecordedontheclient

    profileform.

    Eachfacilityneedstodevelop

    itsownsystemthatcanbe

    easilyconductedandclearly

    communicatedtoallstaffinvolved

    inmovingandhandlingclients.Examplesoftwosystemsforcategorisingclient

    mobilityareshowninTable3.1.

    Box 3.8

    Assessment of client mobility

    Independent: Client does not requireassistance, able to move on own

    without supervision.

    Supervised movement: Client can move on

    own provided they are supervised. May need

    oral instruction and some physical assistance

    (such as lowering the bed or positioning a

    chair) with preparation for a move.

    Assisted movement: Client requires some

    or considerable physical assistance. Client is

    cooperative, willing to assist movement andhas weightbearing capacity.

    Dependent: Client is completely dependent on

    help from carers to move. Client is unable or

    unwilling to assist.

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    AnexampleofamorecomplexmobilityscaleisthePhysicalMobilityScale,developed

    toassessmobilityinfrailolderpeople.3Inthisscale,eightmovementsarecovered

    (Box3.9)andeachmovementisscoredonasixpointscale(0=unabletodounaided;

    5=independent,noassistancerequired).

    Box 3.9

    Movements covered in Physical Mobility Scale

    1. Rolling

    2. Lying to sitting

    3. Sitting balance

    4. Sitting to standing

    5. Standing to sitting

    6. Standing balance

    7. Transferring from bed to chair

    8. Ambulation ability.

    Source: Nitz et al, 2006

    Table 3.1 Examples of mobility assessment tools

    Example 1Hoist, Assist, Supervise, Independent(HASI)*

    Example 2Patient Movement Classifications**

    Hoistmovingandtransfersrequiretheuseof

    ahoist

    Total assist/max assistpatientperformsless

    than50%oftaskanddemonstratesanyofthe

    following:poorsafetyawareness,seriousgaitimpairment,poorsittingbalanceand/orweight

    bearingrestriction(Redcolourcode)

    Assistsomeassistanceisneededfromthe

    carerand/oruseofequipment

    Mod/min assistpatientperforms5075%of

    taskbutmaybeunsteady,unpredictable,have

    amotorplanningdeficitand/oraweightbearing

    restriction(Orange colour code)

    Superviseclientcanmovebyselfbutneeds

    supervisionbyacarerduring movement

    Supervision/mod independentpatient

    performs100%oftaskbutrequiresassistance

    settinguporusingequipment

    (Greencolourcode)Independentclientcanmovewithout

    assistanceorsupervision

    *WaitemataDistrictHealthBoardprovidedthe

    informationaboutHASI.

    **SwedishMedicalCentre,2007,SafePatient

    HandlingRiskAssessment.

    3. Nitzetal,2006.

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    Section 3: risk assessment

    Falls risk assessment

    Whenaclientisassessedasbeingatriskoffalling,thisriskstatusshouldbe

    communicatedtoallstaff,theclientandtheclientsfamily.Thisshouldberecorded

    intheclientprofileandmentionedduringhandovercommunication,onsignage,and

    inlinewithanylocalfallspreventionstrategy,policyordocumentation.Iftheclients

    mobilityislikelytochangeoveraday,theclientprofileshouldreflectthesechanges

    sothatinformationontheclientsmobilityisuptodate.Theriskratingshould

    reflecttheclientsleastabletimes.Forexample,someonewhocanwalkwithanaid

    andlotsofassistancemaystillneedhoistingat3amforatoiletvisit,sobothshould

    be recorded.

    Premovement risk assessment

    Apremovementriskassessmentiscarriedoutimmediatelybeforemovinga

    client.Staffandcarersshouldbefamiliarwiththeworkplaceprofileandtheclient

    profile,andusetheinformationfromthesesourcesaspartofthepremovement

    riskassessment.Thepurposesofthepremovementriskassessmentaretoidentify

    specificriskspriortomovingaclientandtoplanthemovesothattherisksare

    controlledorreduced.Thismayinvolveconsultationamongcarersorbetweenacarer

    andunitmanager,especiallywhereseveralpremoveriskfactorsareidentified.An

    exampleofapremovementriskassessmentformisshowninAppendix3.4.

    Apremovementriskassessmentneedstobedonepriortoeverymove.Anychangesintheclientsconditionneedtobedocumentedintheclientsnotes.Ifacarerisin

    doubtregardingtheclientscondition,theyshouldseekadvicefromtheirclinicalor

    professionalsupervisor.

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    3.7 Monitoring risk assessment

    Thefinalstepintheprocessofmanagingexposuretotherisksassociatedwithpeople

    movingandhandlingistomonitorandreviewtheeffectivenessofmeasures.Thisis

    necessarytomakesurethesystemsareworkingasintended.Monitoringassesses

    theextenttowhichorganisationalsystemsandcontrolmeasuresareworking

    andensurestheyareimplementedsystematicallythroughouttheworkplace.Itis

    importanttoconsultarangeofstaff,particularlythosewhohaveworkedwiththe

    controlmeasures.

    Aspecificpartofmonitoringandreviewistoconductauditsofriskassessment

    procedures.Anauditreferstoaperformancereviewintendedtoensurethatwhat

    shouldbedoneisbeingdone.Wheretherearegaps,anauditshouldprovide

    informationthatenablesimprovementstobemade.Instructionsonhowtoconducta

    riskassessmentauditaredescribedinSection13Audits.

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    Section 3: risk assessment

    References and resources

    ACC.(2008).Health Care Workers: Preventing and managing discomfort, pain and injury to

    healthcare workers.Wellington:ACC.

    DepartmentofLabour.(2009a).Keeping Work Safe: The Department of Labours policy

    on enforcing the Health and Safety in Employment Act 1992 .Wellington:Department

    of Labour.

    DepartmentofLabour.(2009b).Managing the Risk of Workplace Violence to Healthcare

    and Community Service Providers: Good practice guide.Wellington:Department

    of Labour.

    EuropeanAgencyforSafetyandHealthatWork.(2007).Risk Assessment in Health Care

    (EFacts18).Retrieved9August2010fromhttp://osha.europa.eu.

    EuropeanAgencyforSafetyandHealthatWork.(2008).Patient Handling Techniques to

    Prevent MSDs in Health Care (EFacts 28).Retrieved31July2009from

    http://osha.europa.eu.

    Johnson,C.(2011).Manualhandlingriskassessment.InJ.Smith,(Ed.).The Guide to

    the Handling of People: A systems approach(6thed.)(pp.1738).Middlesex,United

    Kingdom:BackCare.

    Ludcke,J.,&Kahler,R.(2009).Taxonomy of Injuries in Residential Care. Brisbane:The

    InterSafeGroupPtyLtd.

    Nelson,A.,Lloyd,J.D.,Menzel,N.,&Gross,C.(2003).Preventingnursingback

    injuries:redesigningpatienthandlingtasks.AAOHN Journal,51(3),126134.

    Nelson,A.,Matz,M.,Chen,F.,Siddharthan,K.,Lloyd,J.,&Fragala,G.(2006).

    Developmentandevaluationofamultifacetedergonomicsprogramtoprevent

    injuriesassociatedwithpatienthandlingtasks.International Journal of Nursing

    Studies,43(6),717733.

    Nitz,J.C.,Hourigan,S.R.,&Brown,A.(2006).Measuringmobilityinfrailolder

    people:reliabilityandvalidityofthePhysicalMobilityScale.Australasian Journal on

    Ageing,25(1),3135.(IncludesthePhysicalMobilityAssessmentScale.)RoyalCollegeofNursing.(2003).Manual Handling Assessments in Hospitals and the

    Community.London:RoyalCollegeofNursing.

    StandardsNew Zealand.(2008).Health and Disability Services (Restraint Minimisation and

    Safe Practice) Standards.NZS8134.2:2008.Retrieved29April2011from

    www.moh.govt.nz/moh.nsf/pagesmh/8656/$File/813422008nzsreadonly.pdf.

    Waters,T.,Collins,J.,Galinsky,T.,&Caruso,C.(2006).NIOSHresearcheffortsto

    preventmusculoskeletaldisordersinthehealthcareindustry.Orthopaedic Nursing,

    25(6),380389.

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    2

    Waters,T.R.,Nelson,A.,&Proctor,C.(2007).Patienthandlingtaskswithhighrisk

    formusculoskeletaldisordersincriticalcare.Critical Care Nursing Clinics of North

    America,19(2),131143.

    WelshAssemblyGovernment.(2009).All Wales Manual Handling Training Passport andInformation Scheme.Retrieved11August2010fromwww.wlga.gov.uk.

    WorkplaceHealthandSafetyQueensland.(2001).Manual Tasks Involving the Handling of

    People Code of Practice 2001.Brisbane:WorkplaceHealthandSafetyQueensland.

    WorkSafeVictoria.(2009).Transferring People Safely: A guide to handling patients,

    residents and clients in health, aged care, rehabilitation and disability services (3rded.).

    Melbourne:VictorianWorkCoverAuthority.(Formoreinformationandupdates,

    checktheWorkSafeVictoriawebsiteatwww.worksafe.vic.gov.au.)

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    Section 3: risk assessment

    Appendices: Resources for risk assessment

    Theseappendicesincluderesourcesrelatingtoriskassessment.Itisrecommended

    thateachorganisationadaptexistingtoolsandformstosuititsspecificneeds,or

    developitsowntools.ExamplesofothertoolsareinthereportslistedinReferences

    andresources.

    Appendix 3.1Exampleofariskassessmentsystem:TheLITENUPapproach

    Appendix 3.2Exampleofaworkplaceprofile

    Appendix 3.3Exampleofinformationincludedinaclientprofile

    Appendix 3.4Exampleofpremovementriskassessmentform

    Appendix 3.5Exampleofaclientassessmentprofileforhomecaregivers

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    Appendix 3.1 Example of a risk assessment system:

    The LITENUP approach

    Thisappendixdescribesanexampleofaspecificsystemorapproachforclientriskassessment,knownastheLITENUPapproach.LITENUPhasbeenusedinsome

    facilitiesinNew Zealandsince2003.Itissuitableforusewhereahealthcareprovider

    wishestouseaspecificclientriskassessmentsystem.

    ThepurposeofLITENUPistoensurethatclienthandlingissafeforbothcarersand

    clients.RiskcanbeassessedusingtheLITEprinciplesoutlinedbelowinconjunction

    withsuitableassessmentsofclientdependency.TheLITEprinciples,combinedwith

    clientprofileinformation,providetheinformationneededtomakedecisionsabout

    safeclienthandling.

    The LITE principles

    LITEisawaytorememberthekeyriskfactorsthatshouldbeconsideredwhen

    preparingasafeclienthandlingstrategy.TheLITEprinciplesaredescribedinthe

    tablebelow.

    LITE principles

    Load Loadreferstotheclientcharacteristicsthatcanaffectthehandlingrisk,such

    asage,gender,diagnosis,comprehensionoforallanguage,dependency,

    neurologicalstatus,size,weight,ability,extentofclientcooperation,client

    disabilities,cultureandfallrisk.

    Individual Individualreferstocarerswhoaremovingtheclient.Itincludesthecarers

    knowledge,training,generalhealthandfatiguethatcanaffectonesabilityto

    dothejob.

    Task Taskreferstothenatureofthemovingandhandlingtasktobedone,howand

    when.Differenttaskshavedifferentchallenges.Eachmovingandhandling

    taskneedsassessmentandaspecificstrategy.

    Environment Environmentmeanstheworkingenvironment,andcoversfactorssuchas

    space,equipmentavailability,staffinglevels,workcultureandresources,whichallimpactonhowthetaskcanbedone.

    IntheLITENUPapproach,riskfactorsarenotnecessarilyassessedintheorder

    shown,andnotallriskfactorsneedtobecompletelyreassessedineverysituation.

    InmostwardsorunitstheEnvironmentandIndividualfactorscanbeassessedby

    staff(orotherpeoplewhoaretrainedinriskassessment)andappliedtomostclient

    handlingsituations.Generally,carersmustconsiderallfourLITEprinciplesbefore

    selectingahandlingtechniqueandorganisinganyequipmentrequired.Checkthe

    informationintheclientprofile,relatedtoriskassessment,priortomovingtheclient

    toensureappropriatehandlingproceduresareused.

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    Section 3: risk assessment

    Appendix 3.2 Example of a workplace profile

    Workplace profile (Part A)

    Organisation

    Lastreviewdate Nextreviewdate

    Wardorunit Profilecompletedby Date

    Profile of clients

    Numberofbedsorplaces

    (inunit)

    Typesofclientadmitted(e.g.agerange,medicalconditions,shorttermorlongterm)

    Profile of staff

    Seniorstaff Permanentstaff

    Newgraduates Casualandagencystaff

    Nursingassistants Otherstaff

    Numberofstaffinvolvedinmovingclients Proportionofstaffwhohaveattendedmanual

    handlingtraining(onedayormore)

    Person(orpeople)responsibleforpolicy,advice,training,practicesandequipmentmaintenance

    relatingtomovingandhandlinginthisunit(listnames,jobtitlesand responsibilities)

    Name Title Responsibility

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    Workplace profile (Part A) Continued

    Equipment inventory (list types of equipment available for use in unit)

    Equipment item

    (notenumberinunit)

    Location

    (noteifsharedwith

    another unit) Maintenance

    Ceilinghoists Performanceverification

    stickermustbeindate

    Mobilehoists Performanceverification

    stickermustbeindate

    Hoistslings(mobileand

    ceiling hoists)

    Disposableslingsareone

    client,multipleuseperclient,

    thendiscarded

    Multipleuseslingsareoneclient,multipleuseperclient,

    thenlaundered(greenbag)

    Slidesheets(twoper

    occupied bed)

    Oneclient,multipleuseper

    client.Launder(whitebags)

    afterdischargeorsoiling

    Patslides

    Transferbelts

    Electricbeds

    Add other equipment items as needed

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    Section 3: risk assessment

    Workplace profile (Part B)

    Profile of facilities

    Numberofbeds Numberoftoilets

    Numberofelectricbeds Numberofbath/showerrooms

    Equipmentstorageareas

    Add other facility details as needed

    Moving and handling activities

    (training, communication, maintenance and upgrading)

    Activity or event Describe arrangements Person responsible

    Inductionbriefingfornewstaff

    onmovingand handling

    Ongoingmovingandhandling

    trainingforstaff

    Recordofstaff

    training completed

    Communicationofmovingand

    handlingpoliciesandpractices

    tostaffandclients

    Clientmobilityassessments

    Routineequipmentchecks

    Equipmentrepair

    and replacement

    Riskcontrolplan

    Incidentreporting

    Injuryreporting

    Riskassessmentaudits

    Identificationandreportingof

    facilityfeatures(e.g. buildings,

    space,flooring)that

    need upgrading

    Add other activities as needed

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    8

    Appendix 3.3 Example of information included in a

    client profile

    Client profile

    Organisation

    Lastreviewdate Nextreviewdate

    Wardorunit Profilecompletedby Date

    Client details

    Name Preferredname

    Height Weight Dateofbirth

    Relevantmedicalconditions

    Clientmobilitystatus

    Independent Supervise Assist Hoist

    Noteanyspecificconditionsthataffectmovingtheclient

    Fallingrisk Skinatrisk Medicalequipment

    Inpain Incontinence Surgeryrisks

    Impairedmovement Visionproblems Footwearneeds

    Lossofsensation Hearingproblems Complianceissues

    Othercommunicationissues Otherissues(e.g.cognitive

    state).Describehere

    Handling plan required? No____ Yes____ complete details below

    Task (add tasks as needed)

    Technique to be used,

    number of carers,

    equipment needed Comments*

    Sittingandstanding

    Walking

    Movinginbed

    *Forexampleclientcapabilities,clinicalreasoning

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    Section 3: risk assessment

    Appendix 3.4 Example of a premovement risk

    assessment form

    Circle one Circle one

    Client assessment Carer (staff) capability

    Largeorverylarge(bariatric)

    client

    No Yes Staffnotadequatelytrained

    fororconfidentaboutplanned

    move

    No Yes

    Clientunabletoassist No Yes Continualhandlingofclients

    formorethan30minuteson

    shift

    No Yes

    Clientphysicalconstraints

    (e.g.medicalequipmentinplace,spinalorotherinjury)

    No Yes Insufficientstaffnumbersfor

    move

    No Yes

    Clientmaybe

    resistive, unpredictable

    or uncooperative

    No Yes

    Task assessment Environmental assessment

    Highriskmove* No Yes Limitedspaceoraccessto

    workingareas

    No Yes

    Moverequiresawkward

    postures,bending,twisting

    No Yes Slipperyfloors,

    uneven surfaces

    No Yes

    Moverequireshighforce,

    holding,restraining

    No Yes Inappropriatefurniture,such

    aswindupbeds,nograbrails

    inbathrooms

    No Yes

    Moverequiresreaching

    awayfrombodyorover

    shoulder height

    No Yes Equipmentnot

    easily moveable

    No Yes

    Total column score (Yes selected) Total column score (Yes selected)

    *Highriskmovesinclude:repositioninginbed,

    repositioninginachair,transferbetweenbed

    andchair,transferbetweenchairandtoilet,

    lateraltransferbedto stretcher.

    Total risk score =

    (outof15)

    Scoresover6indicateneedtoreplan

    movetocontrolorreduce risk

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    Appendix 3.5 Example of a client assessment profile for

    home caregivers

    Client Assessment Profile

    Thefollowingcriteriaaredesignedtoassistahomecaregiverwhoisintheprocess

    ofmakingadecisionregardingaccesstoanappropriatehoist.Onceyouhave

    consideredthesecriteria,werecommendyouconsultDistrictHealthBoardstaff,ACC

    orstaffinotherorganisationswhoarefamiliarwithmovingandhandlingequipment

    togetadviceonrecommendedmodelsofhoists,slings,bedsandaccessoriesto

    meetyourspecificneeds.Occupationaltherapistsandphysiotherapistsmayalso

    beabletoadviseonaccesstoMinistryofHealthandACCfundedmovingand

    handling equipment.

    Client dependencetheclientsrequiredlevelofassistanceisoneofthemost

    importantcriteriawhendetermininghoisttypesandaccessories.Whenconsideringa

    hoist,assesswhethertheclientisfullydependentorpartiallydependentonthecarer

    forassistanceingettingintoandusingthehoist.

    Client clinical conditiontheclientsclinicalandmentalconditioncanalsoaffect

    hoistselection.Makeanoteofpainlevels,fracturesorjointlimitations,medication,

    recentsurgery,musclespasms,sensitiveskin,abilitytocommunicate,agitation

    and cooperativeness.Client strength and staminaboththeclientsupperandlowerbodystrength

    mustbetakenintoconsiderationbeforemakingahoistrecommendation.Thismay

    determinewhetherastandinghoist,ceilinghoist,gantryhoistoramobilefloorhoist

    wouldbestsuityourneeds.

    Weight bearinganotherimportantconsiderationistheclientsabilitytobeartheir

    ownweightforaperiodoftimeandtoretaintheirbalance.

    Physical characteristicsmakeanoteoftheclientssize,heightandweight.Weight

    willhelptodeterminethetypeandmodelofhoist,whilesize/shapewillhelpto

    determineslingsizeandtype.Ensureyouhavethecorrectsafeworkingloadhoistto

    fityourclient.

    Special circumstancesmakeanoteofanyotherfactors,suchasgeneral

    practitionerortherapyrecommendations,surgicaldressings,attachedmedical

    equipmentandanticipatedlengthofrecovery.NOTE:Iftheclientsconditionis

    permanentorlongterm,youmaywishtoconsidergettingahoist.Contactan

    occupationaltherapistorphysiotherapistforadviceortoaccessMinistryofHealthor

    ACCfundedmovingandhandlingequipment.

    Adaptedfrom:www.safeliftingportal.com/homecare/patientlift/assessmentinformation.php.