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A TEAM APPROACH TO
MANUAL HANDLING IN A
COMMUNITY AGED CARE SETTING


GENIENE THOGERSEN BAppSc (Phty) Sydney
© Anglican Retirement Villages 2012
Overview
•   Community North Team / client base
•   ARV Community Initiatives
•   Physiotherapy Assessment
•   Training
•   Risk Assessment / controls
•   Challenges
•   Benefits
•   Manual Handling Case Studies
The Team:
                   July 2011 – Feb. 2012

• Manager: Co-ordinators : CACP, EACH &    EACH D, CDC
• Physiotherapist Workplace Trainer – Manual handling focus
• Registered Nurse
• Workplace Trainer,
• Chaplain
•Administration assistant/roster co-ordinators
• Access to staff within ARV Health
• Access external health professionals
• Care staff- Certificate 3 in Aged Care
Staff and Client Profile
•   44 Care staff
• 38 Extended Aged Care at Home and
  Dementia Clients
• 122 Community Aged Care Package
• 1 Consumer Directed Care - high care
  client
Community
Services, Sydney North
extends from:
-Hornsby to Warriewood -
approx 33 kms
-Warriewood to Gordon -
approx 14 kms
-Gordon to Hornsby -
approx 21 kms.
ARV Community Initiatives & Timeline

•   Post ‘April Zero Falls’ Month 2011
      • Better Balance Program (BB) for at risk Community North CACP & EACH/D
      clients planned.
      • Small client group of 8 + BB physio, Community physio, guest speakers-
      OT, Pharmacist
• Nov. 2011
      • Initial 4 week BB program for medium falls risk clients
      • 6 clients completed course
• Feb. 2012
      • Retested after 10 weeks continued exercise supervised by care staff)

               Further 4 groups planned for 2012
Better Balance Program & Community North
Team
ARV Community Initiatives continued …
         The Step Back Program
  Step Back Program
  When would the step back approach be appropriate?

  Aim:
  To improve client care & decrease staff injuries due to client
  aggression

  Initiative:
  Prompt staff to calmly assess & determine appropriate action.

  Review:
  Physiotherapist with MH expertise
Step Back – Keep Yourself Safe



    1.
          •STEP BACK


    2
          •REVIEW


    3
          •APPROACH WITH CAUTION
Physiotherapy Assessment
Validated testing
   • Physical Mobility scale, Berg, TUAG, x 5 chair stands, Quickscreen Falls risk;
     Muscle tone, ROM & exercise requirements


Additional
   • Client symmetry, mobility, transfers, transport needs, adaptive clothing
     needs, assistive devices [OT, sensory loss RN], primary carer’s role in MH
   • Substitution of risks
   • Causation
   • Documentation
   • Co-ordinator informs carers of manual handling updates
Ask yourself -
‘What will my instructions convey to
  the newest, youngest, smallest
    carer with potential cultural
         interpretations?’
Care Staff /Agency advised re equipment position
Assessment continued …
Assessment continued …
Assessment continued …
         Manual Handling Instruction Card
Clear Instructions
The Risk Assessment Approach
1.   Historically – near-miss reporting and formal risk assessments low.
2.   Result = Frustration at all levels. High incidents of injuries.
3.   Action
     • ARV Community Risk register developed.
     • Risk assessment within the team - New equipment, new clients, changes in
     client’s mobility, Manual Handling work practices.
     • Risk Assessment Courses offered.
     • Equipment trials in client’s home essential.
     • Transporting clients – consideration of all factors.
     • Policy rewritten to support hierarchy of control.
     • Personal risk factors of carers - Each service for a client will be different.
Complacency is dangerous.
     It does not foster a risk
      assessment approach.

To reduce injuries we must take an
assertive and proactive approach
        to risk assessment.
Manual Handling Risk Factors
                                             Duration
                                                &
                                            Frequency        Location of Loads
                                                                     &
                                                             Distances Moved

                         Workplace
                              &
                      Workstation Layout                                                 Weights
                                                                                           &
                                                                                         Forces



          Actions
             &                                                                                        Work
         Movements                                                                                 Organisation
                                              Manual Handling
                                               Risk Factors
        Other
                                                                                                       Work
       Factors
                                                                                                    Environment




                 Special
                 Needs                                                                      Working Posture
                                                                                              & Position




                                 Clothing                              Characteristics
                                                                           of the
                                                                      Load/Equipment
                                                  Skills
                                                    &
                                                Experience
Risk Assessment Workcover: Guideline to Risk Ax in Aged Care]
Training

Manual Handling Induction - Community
Initial training
     • Workplace trainer demonstrations of equipment
     • Safe work procedures and simulated learning activities
     • Minimum 2 day buddy shift
     • Review activities

Delayed staff competence
    • Buddy with WPT and/or physio and attend client’s service/ home.

Continued poor practice
    • Coaching & re-allocation
    • Modification of work tasks.
Training continued …
•For EACH & EACH D client’s with complex manual handling needs, co-ordinator
will if possible engage preferred Agency staff with appropriate skills.

• Mandatory yearly updates for EACH and EACHD staff for manual handling to
provide opportunity for up skilling and further mentoring. External training if
necessary.

• Ad hoc coaching and mentoring by Physiotherapist / OT, Co-ordinator & or
Workplace Trainer is provided where reassessment identifies altered manual
handling work practices or client’s care/equipment needs .
Meeting the Challenges
Challenges                                  Meeting the Challenges
ARV Community clients or their                Risk assessment is still required, greater
advocates have a greater awareness of         carer support for manual handling hazards
end of life directives, choices in staying at
home [eg Palliative Care] etc
Increased demands on Community              Engage CACP clients earlier,education,BB
service providers.                          classes
An ageing workforce –showing some           Rotation of tasks, mentoring & support,
limited physical ability for sustained      teaching posture, stance, static
manual handling of high care clients        abdominals
Young, new Community staff lacking          Best practice buddying, mentoring and
manual handling knowledge and skills.       supervision.

                                            Attracting Nursing & Allied Health students
                                            as carers for shared knowledge
Meeting the Challenges
Challenges                                Meeting the Challenges
Communication – client, family and staff Co-ordinator directs the team
all hearing the same message.
Families distress over client’s altered   Family Conferences -doctor , client or
cognition or mobility may overshadow      advocate, Co-ordinator, OT, RN,
goals for client’s safe manual handling   Physiotherapist, ‘Bright Minds’ Team.
and care
Providing ongoing and timely staff         Bright Minds team, mental health
education                                 team, RN’s,Palliative Care,Physiotherapy
How to optimise client mobility &         Continue 4 week Better Balance
independence and decrease falls risk      Programs for small groups
whilst prompting less manual handling     Trial equipment
of clients.
Dealing with clients who have a           Continue support for use of Step Back
potential for aggressive behaviour.       program by all staff .
Benefits of a Team Approach
• Empowerment of ARV Community care staff to understand their
responsibilities and the importance of early disclosure of hazards & risks. [Co-ord
.Survey Jan. 2012]


• Early disclosure and reduction of hazards and risks has improved

• Staff feel supported as part of the team by co-
ordinators, WPT, physio, RN, WH&S rep. & manager. [ARV Community North
Standards Review Report Sept.2011- NSW Dept.Health & Ageing.

• Staff in Community North can see a career path for themselves.

• Timely referral to relevant team members for assessment of CACP client with
high risk manual handling needs.
References
Journal Articles
•    Larsson,B. (2010). Evidenced-based ergonomics. Exploring new directions in people handling. AAMHP. Sydney.October 2010.
•    Marras, W., Davis, K., Kirking, B., and Bertsche, P. (1999) A comprehensive analysis of low back disorder risk and spinal
     loading during the transferring and repositioning of patients using different techniques. Ergonomics, 42(7), 904-926
•    Mitchell, T., O'Sullivan, P.B., Burnett, A.F. and Rudd, C, J. (2008), Low back pain characteristics from undergraduate student to
     working nurse in Australia: A cross-sectional survey, International Journal of Nursing Studies. Nov;45(11)
•    Naughton,V.and Stafford,D.(2010). Hands off training for health professions in effective mobility management for people with
     dementia. Exploring new directions in people handling. AAMHP. Sydney, October.
•    Engkvist,I. (2006). Evaluation of an intervention compromising a No Lift Policy in Australian hospitals. Applied
     Ergonomics, 37(2).141-148.
Books
•    Chaffin, D. & Andersson ,G. (1984), Occupational Biomechanics, USA:Wiley.
•    Hignett,S., Crumpton,E., Ruszala,S., Allexander,P., Fray,N. and Fletcher,B. (2003).Evidenced-based patient handling:
     Tasks, equipment and interventions. London:Routledge.
Teaching Materials
•    A.R.V, (2010), ARV Induction - Manual Handling : Safe Work Practice Summary-Version 5
•    A.R.V, (2011),Brightminds-The Step Back Program ,Trainers Guide.
•    Lusted, Marcia (2000).Manual Handling Instruction Card. Ergonomics Australia Pty.Ltd
•    Rothmore,,Paul and Elix,Gillian.(2004) ,Patient transfers-Forces. ,R.G.H Adelaide & Flinders Medical Centre,S.A

Websites
•   National Occupational Health and Safety Commission http://www.nohsc.gov.au/SmallBusiness/BusinessEntryPoint/laws/
•   Workcover http://www.workcover.nsw.gov.au/default.htm . Aged Care Risk Control Worksheet,,June 2010
CASE STUDY 1
• Client attended in bed –contracted right side, tonic movements left side,
  actively assists by turning head only

• Rigid right elbow and right lower limb.

• Wife insists on client being dressed in singlet,button-up pyjama shirt
and pyjama pants,over pull -up continence aid.

• Care staff increasingly complaining of back soreness and shoulder aches
whilst rolling and dressing rigid client.

• PLAN ….
CASE STUDY 2
• Palliative care client is now unable to stand but her husband wants to take her
out in wheelchair.

• Stand up lifter was used previously by 2 staff with client when client could
partially weight bear.

• Now sling lifter is more appropriate for all clients transfers into air chair rather
than wheelchair. Appropriate now as client has no antigravity sitting balance and
is rigid in extension due to pain.

• Client’s husband still wants wife to be showered on commode, ‘’wash her hair
etc’.’ To minimise a falls risk staff have been restraining client in wheeled
commode whilst pushing commode to shower.

• PLAN ….
CASE STUDY 3
• Client is a high falls risk as has Lewy Body Dementia with poor insight and
Parkinsons Disease,

• EACH D Client is varying in his mobility; morning for 2-3 hours much better
mobility –Physio assessed him mid morning with 4 wheeled walker and stand-by
assistance, short distances-poor turning ,’freezes’ in doorways.

• Client refuses to use newly prescribed four wheeled walker, & due to his cognitive
deficit, staff are providing a 2 hour socialization in late afternoon (discussion, meal
preparation program) x 5 per week. Compliance varies.

• Family do not prompt use of walker. Hip protectors prescribed but not worn.

• Falling frequently in a.m. now as client tries to get up from chair at will, if not
supervised.

• PLAN ….

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Aged Care Team Reduces Manual Handling Injuries

  • 1. A TEAM APPROACH TO MANUAL HANDLING IN A COMMUNITY AGED CARE SETTING GENIENE THOGERSEN BAppSc (Phty) Sydney © Anglican Retirement Villages 2012
  • 2. Overview • Community North Team / client base • ARV Community Initiatives • Physiotherapy Assessment • Training • Risk Assessment / controls • Challenges • Benefits • Manual Handling Case Studies
  • 3. The Team: July 2011 – Feb. 2012 • Manager: Co-ordinators : CACP, EACH & EACH D, CDC • Physiotherapist Workplace Trainer – Manual handling focus • Registered Nurse • Workplace Trainer, • Chaplain •Administration assistant/roster co-ordinators • Access to staff within ARV Health • Access external health professionals • Care staff- Certificate 3 in Aged Care
  • 4. Staff and Client Profile • 44 Care staff • 38 Extended Aged Care at Home and Dementia Clients • 122 Community Aged Care Package • 1 Consumer Directed Care - high care client
  • 5. Community Services, Sydney North extends from: -Hornsby to Warriewood - approx 33 kms -Warriewood to Gordon - approx 14 kms -Gordon to Hornsby - approx 21 kms.
  • 6. ARV Community Initiatives & Timeline • Post ‘April Zero Falls’ Month 2011 • Better Balance Program (BB) for at risk Community North CACP & EACH/D clients planned. • Small client group of 8 + BB physio, Community physio, guest speakers- OT, Pharmacist • Nov. 2011 • Initial 4 week BB program for medium falls risk clients • 6 clients completed course • Feb. 2012 • Retested after 10 weeks continued exercise supervised by care staff) Further 4 groups planned for 2012
  • 7. Better Balance Program & Community North Team
  • 8.
  • 9. ARV Community Initiatives continued … The Step Back Program Step Back Program When would the step back approach be appropriate? Aim: To improve client care & decrease staff injuries due to client aggression Initiative: Prompt staff to calmly assess & determine appropriate action. Review: Physiotherapist with MH expertise
  • 10. Step Back – Keep Yourself Safe 1. •STEP BACK 2 •REVIEW 3 •APPROACH WITH CAUTION
  • 11. Physiotherapy Assessment Validated testing • Physical Mobility scale, Berg, TUAG, x 5 chair stands, Quickscreen Falls risk; Muscle tone, ROM & exercise requirements Additional • Client symmetry, mobility, transfers, transport needs, adaptive clothing needs, assistive devices [OT, sensory loss RN], primary carer’s role in MH • Substitution of risks • Causation • Documentation • Co-ordinator informs carers of manual handling updates
  • 12. Ask yourself - ‘What will my instructions convey to the newest, youngest, smallest carer with potential cultural interpretations?’
  • 13. Care Staff /Agency advised re equipment position
  • 16. Assessment continued … Manual Handling Instruction Card
  • 18. The Risk Assessment Approach 1. Historically – near-miss reporting and formal risk assessments low. 2. Result = Frustration at all levels. High incidents of injuries. 3. Action • ARV Community Risk register developed. • Risk assessment within the team - New equipment, new clients, changes in client’s mobility, Manual Handling work practices. • Risk Assessment Courses offered. • Equipment trials in client’s home essential. • Transporting clients – consideration of all factors. • Policy rewritten to support hierarchy of control. • Personal risk factors of carers - Each service for a client will be different.
  • 19. Complacency is dangerous. It does not foster a risk assessment approach. To reduce injuries we must take an assertive and proactive approach to risk assessment.
  • 20. Manual Handling Risk Factors Duration & Frequency Location of Loads & Distances Moved Workplace & Workstation Layout Weights & Forces Actions & Work Movements Organisation Manual Handling Risk Factors Other Work Factors Environment Special Needs Working Posture & Position Clothing Characteristics of the Load/Equipment Skills & Experience
  • 21. Risk Assessment Workcover: Guideline to Risk Ax in Aged Care]
  • 22. Training Manual Handling Induction - Community Initial training • Workplace trainer demonstrations of equipment • Safe work procedures and simulated learning activities • Minimum 2 day buddy shift • Review activities Delayed staff competence • Buddy with WPT and/or physio and attend client’s service/ home. Continued poor practice • Coaching & re-allocation • Modification of work tasks.
  • 23. Training continued … •For EACH & EACH D client’s with complex manual handling needs, co-ordinator will if possible engage preferred Agency staff with appropriate skills. • Mandatory yearly updates for EACH and EACHD staff for manual handling to provide opportunity for up skilling and further mentoring. External training if necessary. • Ad hoc coaching and mentoring by Physiotherapist / OT, Co-ordinator & or Workplace Trainer is provided where reassessment identifies altered manual handling work practices or client’s care/equipment needs .
  • 24. Meeting the Challenges Challenges Meeting the Challenges ARV Community clients or their Risk assessment is still required, greater advocates have a greater awareness of carer support for manual handling hazards end of life directives, choices in staying at home [eg Palliative Care] etc Increased demands on Community Engage CACP clients earlier,education,BB service providers. classes An ageing workforce –showing some Rotation of tasks, mentoring & support, limited physical ability for sustained teaching posture, stance, static manual handling of high care clients abdominals Young, new Community staff lacking Best practice buddying, mentoring and manual handling knowledge and skills. supervision. Attracting Nursing & Allied Health students as carers for shared knowledge
  • 25. Meeting the Challenges Challenges Meeting the Challenges Communication – client, family and staff Co-ordinator directs the team all hearing the same message. Families distress over client’s altered Family Conferences -doctor , client or cognition or mobility may overshadow advocate, Co-ordinator, OT, RN, goals for client’s safe manual handling Physiotherapist, ‘Bright Minds’ Team. and care Providing ongoing and timely staff Bright Minds team, mental health education team, RN’s,Palliative Care,Physiotherapy How to optimise client mobility & Continue 4 week Better Balance independence and decrease falls risk Programs for small groups whilst prompting less manual handling Trial equipment of clients. Dealing with clients who have a Continue support for use of Step Back potential for aggressive behaviour. program by all staff .
  • 26. Benefits of a Team Approach • Empowerment of ARV Community care staff to understand their responsibilities and the importance of early disclosure of hazards & risks. [Co-ord .Survey Jan. 2012] • Early disclosure and reduction of hazards and risks has improved • Staff feel supported as part of the team by co- ordinators, WPT, physio, RN, WH&S rep. & manager. [ARV Community North Standards Review Report Sept.2011- NSW Dept.Health & Ageing. • Staff in Community North can see a career path for themselves. • Timely referral to relevant team members for assessment of CACP client with high risk manual handling needs.
  • 27. References Journal Articles • Larsson,B. (2010). Evidenced-based ergonomics. Exploring new directions in people handling. AAMHP. Sydney.October 2010. • Marras, W., Davis, K., Kirking, B., and Bertsche, P. (1999) A comprehensive analysis of low back disorder risk and spinal loading during the transferring and repositioning of patients using different techniques. Ergonomics, 42(7), 904-926 • Mitchell, T., O'Sullivan, P.B., Burnett, A.F. and Rudd, C, J. (2008), Low back pain characteristics from undergraduate student to working nurse in Australia: A cross-sectional survey, International Journal of Nursing Studies. Nov;45(11) • Naughton,V.and Stafford,D.(2010). Hands off training for health professions in effective mobility management for people with dementia. Exploring new directions in people handling. AAMHP. Sydney, October. • Engkvist,I. (2006). Evaluation of an intervention compromising a No Lift Policy in Australian hospitals. Applied Ergonomics, 37(2).141-148. Books • Chaffin, D. & Andersson ,G. (1984), Occupational Biomechanics, USA:Wiley. • Hignett,S., Crumpton,E., Ruszala,S., Allexander,P., Fray,N. and Fletcher,B. (2003).Evidenced-based patient handling: Tasks, equipment and interventions. London:Routledge. Teaching Materials • A.R.V, (2010), ARV Induction - Manual Handling : Safe Work Practice Summary-Version 5 • A.R.V, (2011),Brightminds-The Step Back Program ,Trainers Guide. • Lusted, Marcia (2000).Manual Handling Instruction Card. Ergonomics Australia Pty.Ltd • Rothmore,,Paul and Elix,Gillian.(2004) ,Patient transfers-Forces. ,R.G.H Adelaide & Flinders Medical Centre,S.A Websites • National Occupational Health and Safety Commission http://www.nohsc.gov.au/SmallBusiness/BusinessEntryPoint/laws/ • Workcover http://www.workcover.nsw.gov.au/default.htm . Aged Care Risk Control Worksheet,,June 2010
  • 28. CASE STUDY 1 • Client attended in bed –contracted right side, tonic movements left side, actively assists by turning head only • Rigid right elbow and right lower limb. • Wife insists on client being dressed in singlet,button-up pyjama shirt and pyjama pants,over pull -up continence aid. • Care staff increasingly complaining of back soreness and shoulder aches whilst rolling and dressing rigid client. • PLAN ….
  • 29. CASE STUDY 2 • Palliative care client is now unable to stand but her husband wants to take her out in wheelchair. • Stand up lifter was used previously by 2 staff with client when client could partially weight bear. • Now sling lifter is more appropriate for all clients transfers into air chair rather than wheelchair. Appropriate now as client has no antigravity sitting balance and is rigid in extension due to pain. • Client’s husband still wants wife to be showered on commode, ‘’wash her hair etc’.’ To minimise a falls risk staff have been restraining client in wheeled commode whilst pushing commode to shower. • PLAN ….
  • 30. CASE STUDY 3 • Client is a high falls risk as has Lewy Body Dementia with poor insight and Parkinsons Disease, • EACH D Client is varying in his mobility; morning for 2-3 hours much better mobility –Physio assessed him mid morning with 4 wheeled walker and stand-by assistance, short distances-poor turning ,’freezes’ in doorways. • Client refuses to use newly prescribed four wheeled walker, & due to his cognitive deficit, staff are providing a 2 hour socialization in late afternoon (discussion, meal preparation program) x 5 per week. Compliance varies. • Family do not prompt use of walker. Hip protectors prescribed but not worn. • Falling frequently in a.m. now as client tries to get up from chair at will, if not supervised. • PLAN ….

Editor's Notes

  1. Administrative Assistants
  2. Functional Outcomes-Berg,Functional Mobilty scale if bedbound
  3. Administrative Assistants
  4. Functional Outcomes-Berg,Functional Mobilty scale if bedbound
  5. Administrative Assistants
  6. Administrative Assistants
  7. Functional Outcomes-Berg,Functional Mobilty scale if bedbound
  8. Functional Outcomes-Berg,Functional Mobilty scale if bedbound
  9. Administrative Assistants