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TRANSFERRING
TECHNIQUES
DEFINITION
- It is the use of proper body
mechanics in repositioning,
lifting, and transferring patients
safely.
PURPOSE
- Positions and prepares client
for a variety of clinical
procedures.
- The movement maintains and
restores muscle tone.
TRANSFERRING CLIENTS
Many clients require some assistance in
transferring between bed and chair or wheelchair,
between wheelchair and toilet, and between bed
and stretcher. Before transferring any client, nurse
must determine the client’s physical and mental
capabilities to participate in the transfer
technique. In addition, the nurse must analyze and
organize the activity.
- Plan what to do and how to do it. Determine the space in which
the transfer will take place, the number of assistants needed to
accomplish the transfer safely, and the client’s capabilities.
- Obtain essential equipment before starting and that all
equipment is functioning correctly. The gait transfer belt is meant
only to increase control of the clients’ movements, if the client
requires lifting, a mechanical lifting device should be used.
- Make a written plan of the transfer including the client’s
tolerance.
GUIDELINES
- Remove obstacles from the area used for the transfer.
-Explain the transfer to the client, including what the
client should do.
- Explain the transfer to the nursing personnel who are
helping; specify who will give directions.
- Always support or hold the client rather than the
equipment and ensure the client’s safety and dignity.
- During the transfer, explain step-by-step what the
client should do.
GUIDELINES
ASSISTING PATIENT
FROM BED TO
WHEELCHAIR
TRANSFERRING TECHNIQUES:
- A client may need to be transferred
between the bed and a wheelchair or
chair, the bed and the commode, or
a wheelchair and the toilet. There are
numerous variations in the technique.
PURPOSE
Which variation the nurse selects
depends on factors related to
the client and the environment that
are assessed prior to beginning the
transfer.
PURPOSE
Before transferring a client, assess the following:
• The client’s body size
• Ability to follow instructions
• Ability to bear weight
• Ability to position/reposition feet on floor
• Ability to push down with arms and lean
forward
• Ability to achieve independent sitting balance
ASSESSMENT
• Activity tolerance
• Muscle strength
• Joint mobility
• Presence of paralysis
• Level of comfort
• Presence of orthostatic hypotension
ASSESSMENT
• The technique with which the client is familiar
• The space in which the transfer will need to
be maneuvered
(bathrooms, for example, are usually cramped)
• The number of assistants (one or two) needed
to accomplish the transfer safely
ASSESSMENT
PLANNING
- Review the client record to determine if
previous nurses have recorded information
about the client’s ability to transfer.
Implement pain relief measures so that they
are effective when the transfer begins.
The decision must be made at this time
regarding the client’s ability to participate.
If the client can safely participate in the
transfer, a gait/transfer belt or sliding board
can be used; if not, a powered standing
assist lift or full-body lift would be safer for
the client and nurse.
PLANNING
EQUIPMENT
Bed
EQUIPMENT
Wheelchair
Transfer belt
Wheelchair
IMPLEMENTATION
Preparation:
• Plan what to do and how to do it.
• Obtain essential equipment before starting
(e.g., gait/transfer belt, wheelchair), and check
that all equipment is functioning correctly.
• Remove obstacles from the area so clients do
not trip. Make sure there are no spills or liquids
on the floor on which clients could slip.
PROCEDURES
V
1. Check the
doctor’s order
and client’s
diagnosis and
restrictions.
* To determine
any contraindica-
tions/limitations on
the client’s
physical activity
PROCEDURE RATIONALE
V
2. Assess the client’s
ability, level of
comfort, muscle
strength presence of
paralysis and ability
to follow instructions.
* To provide
information about
the client’s
physical abilities to
ensure safe
transferring.
PROCEDURE RATIONALE
V
3. Wash hands. * To prevent the
transfer of
microorganisms.
PROCEDURE RATIONALE
V
4. Obtain
equipment
needed and
check its
condition.
* To avoid
accident while
moving the client.
PROCEDURE RATIONALE
V
5. Identify the
client. Inform
client about
desired purpose
and destination.
* To reduce
client’s anxiety
and increase
cooperation.
PROCEDURE RATIONALE
V
6. Adjust the
height of the bed
to lowest possible
position.
* To reduce
distance that the
client has to step
down thus
decreasing risk of
injury.
PROCEDURE RATIONALE
* Minimize lifting
thereby minimizing
discomfort both
for client and the
health care
provider.
PROCEDURE RATIONALE
7. Slowly raise the
head of the bed if
notcontraindicate
d by client’s
condition.
V
8. Place one arm under
the client’s leg and one
arm behind the client’s
back. Slowly, pivot the
client so the client’s leg
are dangling over the
edge of the bed.
* To support the
client while sitting
him/her on the
edge of the bed.
PROCEDURE RATIONALE
V
9. Allow the client
to dangle for 2 to 5
minutes. Support
client if necessary.
* To allow time for
assessing client’s
response to sitting
reduces possibility
of orthostatic
hypotension.
PROCEDURE RATIONALE
V
10. Bring the chair or
wheelchair close to the
side of the bed. Place it at
a 45 degree angle of the
bed. If the client has a
weaker side, place the
chair/ wheelchair on the
client’s strong side.
* To allow client
to bear weight
on strong leg.
PROCEDURE RATIONALE
V
11. Lock
wheelchair brakes
and elevate the
foot pedals.
* To provide
stability.
PROCEDURE RATIONALE
V
12. Put transfer belt
or other transfer
aid if needed, and
secure.
* Provides safe,
balance hold on
patient without
stressing joints or
limbs
PROCEDURE RATIONALE
V
13. Lifter’s knees
are well flexed
with back straight,
hands gripping
each side of the
transfer belt.
* Transfer belt is
grasped at each
side to provide
movement.
PROCEDURE RATIONALE
V
14. Rock client’s
body up to standing
position on the count
of three while
straightening hips
and legs, keeping
knees slightly flexed.
* Rocking motion
gives a client
body movement
and requires less
muscular effort to
lift the client.
PROCEDURE RATIONALE
V
15. Lifter and client
pivot turn so lifter is
facing chair and
client’s back is
toward chair lifter still
holding the transfer
belt.
* Less effort for
lifter and client.
PROCEDURE RATIONALE
V
16. Instruct client to
use arm to rest on
chair.
* To increase
client’s stability.
PROCEDURE RATIONALE
V
17. Flex hips and
knees while lowering
client into
chair/wheelchair.
* Presents injury to
clients from poor
body alignment.
PROCEDURE RATIONALE
V
18. Assess client for
proper alignment for
sitting position.
Support weak side
with pillow if needed.
PROCEDURE RATIONALE
* To make client
comfortable.
V
19. Secure the safety belt,
place client’s feet on foot
pedals and release brakes
if you will be moving
the client immediately. If
the client is sitting on a
chair, offer a foot stool, if
available.
PROCEDURE RATIONALE
* To ensure client’s
safety; to prepare
client for
movement.
* To reduce the
transmission of
microorganism.
PROCEDURE RATIONALE
20. Wash hands.
* To provide
accurate data in
the care of client.
PROCEDURE RATIONALE
21. Record effect
of the transfer.
Variation: Transferring with a Belt
and Two Nurses
• Even if a client is able to partially
bear weight and is cooperative, it still
may be safer to transfer a client with
the assistance of two nurses. If so, you
should position yourselves on both sides
of the client, facing the same direction
as the client. Flex your hips, knees, and
ankles. Grasp the client’s transfer belt
with the hand closest to the client, and
with the other hand support the client’s
elbows.
Variation: Transferring with a Belt
and Two Nurses
• Coordinating your efforts,
all three of you stand
simultaneously, pivot, and
move to the wheelchair.
Reverse the process to
lower the client onto the
wheelchair seat.
Variation: Transferring a Client with
an Injured Lower Extremity
- When the client has an injured
lower extremity, movement should
always occur toward the client’s
unaffected (strong) side. For
example, if the client’s right leg is
injured and the client is sitting on
the edge of the bed preparing to
transfer to a wheelchair, position
the wheelchair on the client’s left
side.
Variation: Transferring a Client with
an Injured Lower Extremity
Rationale: In this way, the client
can use the unaffected leg
most effectively and safely
Variation: Variation: Using a Slide
Board
For clients who cannot stand but are
able to cooperate and posess
sufficient upper body strength, use a
slide board to help them move
without nursing assistance. Rationale:
This method not only promotes client’s
sense of independence but also
preserves your energy.
ASSISTING PATIENT
FROM BED TO
STRETCHER
TRANSFERRING TECHNIQUES:
PURPOSE
• The stretcher, or gurney, is used to transfer
supine clients from one location to another.
Whenever the client is capable of
accomplishing the transfer from bed to
stretcher independently, either by lifting onto it
or by rolling onto it, the client should be
encouraged to do so.
ASSESSMENT
Before transferring a client, assess the following:
• The client’s body size and weight
• Ability to follow instructions
• Activity tolerance
• Level of comfort
• The space in which the transfer is maneuvered
• The number of assistants (one to four) needed to
accomplish the transfer safely
PLANNING
- Review the client record to determine if
previous nurses have recorded information
about how the client tolerated similar transfers.
If indicated, implement pain-relief measures so
that they are effective when the transfer
begins.
Stretcher
EQUIPMENT
Bed Stretcher
EQUIPMENT
Pillows Safety Belt
IMPLEMENTATION
Preparation:
Obtain the necessary equipment and nursing
personnel to assist in the transfer.
PROCEDURES
V
1. Assess the
amount of
assistance required
for transfer.
PROCEDURE RATIONALE
* To Promote clients
independence; to
ensure that enough
staff are present
before beginning
transfer.
V
2. Wash Hands
PROCEDURE RATIONALE
* To prevent the
transmission of
microorganisms.
V
3. Obtain equipment
needed and make
sure each is
functional.
PROCEDURE RATIONALE
* To avoid
accident while
moving the client.
V
4. Inform client
about desired
purpose and
destination.
PROCEDURE RATIONALE
* To reduce
client’s anxiety
and increase
cooperation.
V
5. Raise the bed to
an inch higher than
stretcher and lock
brakes of the bed.
PROCEDURE RATIONALE
* Reduces the
distance lifter must
bend, preventing
back strain and bed
from moving.
V
6. Three lifters stand side
by side, facing side of the
client’s bed. The tallest
person places one arm
under client’s head and
shoulder. Second lifter
places arm under waist
and thighs. Third and
shortest lifter places arm
under legs.
PROCEDURE RATIONALE
* To permit the
distribution of
load among
lifters.
V
7. Lifters roll client
toward their chest on
count of three; client
is lifted and held
against the lifter’s
chest.
PROCEDURE RATIONALE
* To move workload
over lifters’ base of
support, enable
lifters to work
together and safely
lift client.
V
8. On count of
three, lifters step
back and pivot
toward the
stretcher.
PROCEDURE RATIONALE
* To transfer
weight toward
the stretcher.
V
9. Lifters gently lower
the client onto center
of the stretcher by
flexing knees, and hips
until elbows are
levelled with edge of
the stretcher.
PROCEDURE RATIONALE
* To coordinate
activity; use of
clients’ body
weight reduces
load on lifters.
V
10. Position client on
stretcher, place
pillows under head
and cover with sheet
or blanket.
PROCEDURE RATIONALE
* To provide
comfort and
privacy.
V
11. Assess client’s
body alignment,
place safety strap
across body and
raise side rails.
PROCEDURE RATIONALE
* To reduce risk
of injury from
falling.
V
12. Wash hands.
PROCEDURE RATIONALE
* To reduce
transmission of
microorganism.
V
13. Record
impressions during
the transfer.
PROCEDURE RATIONALE
* To provide
accurate data
in the care of
client.
Variation: Using a Transfer Board
The transfer board is a lacquered
or smooth polyethylene board
measuring 45 to 55 cm (18 to 22 in.) by
182 cm (72 in.) with handholds along its
edges.Transfer mattresses are also
available, as are mechanical assistive
devices. It is imperative to have enough
people assisting with the transfer to
prevent injury to staff as well as clients.
Variation: Using a Transfer Board
Turn the client to a lateral
position away from you, position
the board close to the client’s
back, and roll the client onto the
board. Pull the client and board
across the bed to the stretcher.
Safety belts may be placed over
the chest, abdomen, and legs.
vV
- The skill of transferring a client can be
delegated to Unlicensed Assistive Personnel
(UAP) who have demonstrated safe transfer
technique for the involved client. It is important
for the nurse to assess the client’s capabilities
and communicate specific information about
what the UAP should report back to the nurse.
DELEGATION
V
V
EVALUATION
• Compare client capabilities such as weight bearing,
pivoting ability, and strength and control during
previous transfers.
• Report any significant deviations from normal to the
primary care practitioner.
• Note use of appropriate safety measures (e.g.,
transfer belt, locking wheels of bed and stretcher) by
UAP during transfer process.
V
LIFESPAN
CONSIDERATIONS
IN TRANSFERRING
CLIENTS
INFANTS
-The infant who is lying down,
on the side or supine, can be
placed in either a bassinet or
crib for transport. If the
bassinet has a bottom shelf, it
can be used for carrying the
IV pump or monitor.
CHILDREN
- The toddler should be
transported in a high-top crib
with the side rails up and the
protective top in place.
Stretchers should not be used
because the mobile toddler
may roll or fall off.
OLDER ADULTS
• Because conditions of older
adults can change from day to
day, always assess the situation
to ensure that you have the right
equipment and enough people
to assist when transferring a
client.
• Use special caution with older
clients to prevent skin tears or
bruising during a transfer or when
using a hydraulic lift.
OLDER ADULTS
• Write the method used to transfer each
client—equipment used, best position,
and number of people needed to assist in
transfer. This can be part of the care plan
and also be available in the client’s room
as a guide to all personnel caring for the
client.
• Avoid sudden position changes. They
can cause orthostatic hypotension and
increase the risk of fainting and falls.
V
Home Care
Considerations:
Transferring from
Bed to a Chair
V
• The caregiver and client should
practice transfer technique(s), using
appropriate equipment as needed, in
the hospital or long-term care setting
before being discharged.
• Assess furniture in the home. Does the
client’s favorite chair have arms for
ease of using and sitting? Examine the
fabric—is it rough? Will it cause skin
abrasions? If the client will be using a
wheelchair, is there enough space in
the bedroom and bathroom for a safe
transfer?
Home Care Considerations: Transferring from Bed to
a Chair
V
• Observe client and
caregiver transfer technique
in the home setting to
reinforce prior teaching.
Home Care Considerations: Transferring from Bed to
a Chair
CV
CONCLUSION
V
The nurse who will assist with patient transfers
ought to be knowledgeable, skilled, and trained.
Transferring a patient causes a lot of physiologic
changes that could put the patient at risk. Adverse
events are also expected if you're not following the
proper techniques which include: losing the patient
wristband/identification, disconnected/obstructed
lines, decreased/increased systolic blood pressure,
loosened/kinked tubes, fractures, and change in
mental status.
CONCLUSION
V
Unexpected events during transfers of critically ill
intensive care unit patients can be reduced when an
intensivist or medically qualified personnel
accompanies the patient. The use of standardization
of procedures, checklists, and good team training
reduces the risk of unexpected events, improving the
patient’s safety, and lowering the complications.
CONCLUSION
V
THANK YOU
VERY MUCH!
V
Presented by:
ALEXA VERA E. CASTILO
ANA MELRINE S. COLINDON
RECHMON F. COMPAYAN
GABRIEL L. DALIDA
BSN 1-3
V
REFERENCES
-Adion, D., & Dizon, E. (2009). Manual and Checklists on
Health Care Procedures.
-Berman, A, & Kozier, B. (2008). Kozier & Erb's
fundamentals of nursing: Concepts , process, and
practice (8th ed.). Upper Saddle River, N.J.: Pearson
Prentice Hall.pdf. Retrieved from rn.com
-Image(s) used under license from Shutterstock.com
V
QUIZ
V
QUIZ
1. It includes the client's activity tolerance.
A. Evaluation
B. Assessment
C. Independent Nursing Intervention
D. Planning
V
QUIZ
2. Obtaining the needed equipment and
makes sure everything's functional.
A. Rationale
B. Equipment
C. Evaluation
D. Procedure
V
QUIZ
3. What is the rationale behind the procedure "checking the
doctor's order and client's diagnoses and restrictions".
A. To prevent the transfer of microorganisms
B. To provide information about the client's physical abilities to
ensure safe transferring.
C. To support the client while sitting him/her on the edge of
the bed.
D. To determine any contraindications/limitations on the
client's physical activity.