Before transferring a patient what assessment question must be made first

Follow these steps to move a patient from bed to a wheelchair. The technique below assumes the patient can stand on at least one leg.

If the patient cannot use at least one leg, you will need to use a lift to transfer the patient.

Preparation

Think through the steps before you act and get help if you need it. If you are not able to support the patient by yourself, you could injure yourself and the patient.

Make sure any loose rugs are out of the way to prevent slipping. You may want to put non-skid socks or shoes on the patient's feet if the patient needs to step onto a slippery surface.

The following steps should be followed:

  • Explain the steps to the patient.
  • Park the wheelchair next to the bed, close to you.
  • Put the brakes on and move the footrests out of the way.

Getting a Patient Ready to Transfer

Before transferring into the wheelchair, the patient must be sitting.

Allow the patient to sit for a few moments, in case the patient feels dizzy when first sitting up.

The following steps should be followed when getting ready to transfer a patient:

  • To get the patient into a seated position, roll the patient onto the same side as the wheelchair.
  • Put one of your arms under the patient's shoulders and one behind the knees. Bend your knees.
  • Swing the patient's feet off the edge of the bed and use the momentum to help the patient into a sitting position.
  • Move the patient to the edge of the bed and lower the bed so the patient's feet are touching the ground.

Pivot Turn

If you have a gait belt, place it on the patient to help you get a grip during the transfer. During the turn, the patient can either hold onto you or reach for the wheelchair. They should not wrap their arms around your head or neck.

Stand as close as you can to the patient, reach around the chest, and lock your hands behind the patient or grab the gait belt.

The following steps should be followed:

  • Place the patient's outside leg (the one farthest from the wheelchair) between your knees for support. Bend your knees and keep your back straight.
  • Count to three and slowly stand up. Use your legs to lift.
  • At the same time, the patient should place their hands by their sides and help push off the bed.
  • The patient should help support their weight on their good leg during the transfer.
  • Pivot towards the wheelchair, moving your feet so your back is aligned with your hips.
  • Once the patient's legs are touching the seat of the wheelchair, bend your knees to lower the patient into the seat. At the same time, ask the patient to reach for the wheelchair armrest.

If the patient starts to fall during the transfer, lower the person to the nearest flat surface, bed, chair or floor.

Alternative Names

Pivot turn; Transfer from bed to wheelchair

References

American Red Cross. Assisting with positioning and transferring. In: American Red Cross. American Red Cross Nurse Assistant Training Textbook. 4th ed. American National Red Cross; 2018:chap 11.

Bergman R, De Jesus O. Patient care transfer techniques. [Updated 2021 Oct 21]. In: StatPearls [Internet]. Treasure Island (FL): StatPearls Publishing; 2021 Jan-. Available from: www.ncbi.nlm.nih.gov/books/NBK564305.

Smith SF, Duell DJ, Martin BC, Gonzalez L, Aebersold M. Body mechanics and positioning. In: Smith SF, Duell DJ, Martin BC, Gonzalez L, Aebersold M, eds. Clinical Nursing Skills: Basic to Advanced Skills. 9th ed. New York, NY: Pearson; 2017:chap 12.

Timby BK. Assisting the inactive client. In: Timby BK, ed. Fundamentals of nursing skills and concepts. 11th ed. Philadelphia, PA: Wolters Kluwer Health: Lippincott Williams & Wilkens; 2017:unit 6.

Review Date 10/23/2021

Updated by: Jennifer K. Mannheim, ARNP, Medical Staff, Department of Psychiatry and Behavioral Health, Seattle Children's Hospital, Seattle, WA. Also reviewed by David Zieve, MD, MHA, Medical Director, Brenda Conaway, Editorial Director, and the A.D.A.M. Editorial team.

A transfer means moving a person from one place to another. A bedridden person may be independent (needing minimal help) or totally dependent. The person may be able to do rehabilitation exercises by moving to a chair. A transfer can also take pressure off the skin and keep blood flowing. The person's risk for bedsores and blood clots is lower if he or she moves often. Safe transfer techniques can help protect the person and you from injury and falls.

What general safety precautions do I need to follow?

  • Use correct form. It is important to protect your lower back when you transfer a person. Do not stretch your back or turn at your waist during a transfer. Keep your body in a straight line, with a straight back and bent knees. Your head and chest should be up and straight. Keep your feet a little wider than your shoulder width. Keep the person's head, torso, and legs in line during the transfer. Stand close to the person before you move him or her.
    Before transferring a patient what assessment question must be made first

  • Move the person safely. Lift with your legs, not with your back. The person's arms should be crossed over his or her chest before a move. This will help protect you and prevent the person's arm from becoming trapped beneath him or her. Do not let the person wrap his or her arms around your neck or back. The person will hang too much weight on you. This can injure your back or neck. Do not pull the person by the arms.
  • Ask for help if needed. Ask the person to help as much as possible. This will help prevent you from bearing too much of the person's weight. Have the person scoot to the edge of the bed if he or she is able. Ask someone to help you move the person if needed. You and your helpers can count out loud to 3 to coordinate efforts to help the person stand or move.
  • Move the person smoothly, without sudden movements. Quick changes in position can cause falls, injuries, or pain. You can also tear the person's skin if a movement is too quick or forceful.
  • Use the right device to help you transfer the person safely. Equipment includes slide boards, slide sheets, hoists, and transfer belts. Grab bars can be placed on walls to help make walkways safer. These are metal bars the person can hold onto to prevent falls. The bars can also help the person stand and sit more easily. The person's healthcare provider can suggest devices or equipment that are right for the person.
    Before transferring a patient what assessment question must be made first

What do I need to do before I transfer the person?

  • Check the person for pain or other problems. A transfer can cause pain or make pain worse. The person may need to take his or her pain medicine before the transfer. Check the person's skin for sores, redness, or other problems. Skin can tear during a transfer. You may need to cover the skin with a bandage to protect it.
  • Gather extra pillows. Pillows can be placed behind the person and between his or her knees for comfort and support.
  • Look around the room. Remove anything you might trip over. Wear shoes with nonslip soles. The person should also wear shoes, or socks with nonslip soles. This will help prevent you or the person from slipping.
  • Check that equipment will not move during a transfer. Lock the wheels of a wheelchair or walker before you move the person. Make sure that the chair or other object will not move when the person is placed there.
  • Secure all medical equipment on or near the person. You may need to move or secure tubes, medicine pumps, or monitors. Make sure nothing will come loose or break when you move the person. Do not remove any equipment from the person unless the person's healthcare provider tells you to.

What do I need to do after I transfer the person?

  • Make sure the person is comfortable. The person should not be in a position that cuts off circulation or is uncomfortable. Adjust the person after you move him or her to a bed or chair. You may need to add or adjust pillows. If you placed a slide sheet under the person in bed, you can use it to change the person's position. Have someone help you by standing on the other side of the person's bed. You will each hold the slide sheet at the person's shoulder and knee levels. Move the sheet up, down, or to the side as needed so the person is comfortable.
    Before transferring a patient what assessment question must be made first

  • Help the person sit with his or her back resting against the back of the chair. If the person is in a wheelchair, place his or her feet and arms on the chair rests.
  • Check all medical equipment to make sure it is running correctly. Make sure any alarms are turned on. Check for tubes or other equipment that needs to be adjusted after the move.

Care Agreement

You have the right to help plan your care. Learn about your health condition and how it may be treated. Discuss treatment options with your healthcare providers to decide what care you want to receive. You always have the right to refuse treatment. The above information is an educational aid only. It is not intended as medical advice for individual conditions or treatments. Talk to your doctor, nurse or pharmacist before following any medical regimen to see if it is safe and effective for you.

© Copyright Merative 2022 Information is for End User's use only and may not be sold, redistributed or otherwise used for commercial purposes.

Further information

Always consult your healthcare provider to ensure the information displayed on this page applies to your personal circumstances.

What should you assess before transferring a patient?

Safety considerations:.
Perform hand hygiene..
Check room for additional precautions..
Introduce yourself to patient..
Confirm patient ID using two patient identifiers (e.g., name and date of birth)..
Listen and attend to patient cues..
Ensure patient's privacy and dignity..
Assess ABCCS/suction/oxygen/safety..

What is the first step in any patient transfer?

1. Ask the patient to sit on the side of the bed 2. Apply the transfer belt 3. Stand the patient up (as if starting a sit-to-stand pivot transfer) 4.

What is the most important thing or things to consider when transferring a patient?

No matter where you transfer, communication and preparation are the two most important factors to consider. Communication leads to collaboration; you need your patient's help to make a transfer that's safe for both of you.

What are the methods in transferring patient?

Transfers involve moving a patient from one flat surface to another, such as from a bed to a stretcher (Perry et al., 2018). Types of hospital transfers include bed to stretcher, bed to wheelchair, wheelchair to chair, and wheelchair to toilet, and vice versa.