Procedure Checklists

NATCEP

TM

Chapter 19

Transferring the Person From a Chair or Wheelchair to Bed

Name:

Date:

_____

Quality of Life
Knocked before entering the persons room.
Addressed the person by name.
Introduced yourself by name and title.
Explained the procedure before starting and during the procedure.
Protected the persons rights during the procedure.
Handled the person gently during the procedure.

_____

Comments

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

Pre-Procedure
1. Followed Delegation Guidelines:
a. Safely Transferring the Person
b. Stand and Pivot Transfers
Saw Promoting Safety and Comfort:
a. Transfer Belts
b. Safely Transferring the Person
c. Stand and Pivot Transfer
d. Bed to Chair or Wheelchair Transfers
2. Collected a transfer belt if needed.
3. Practiced hand hygiene.
4. Identified the person. Checked the identification (ID) bracelet
against the assignment sheet. Used 2 identifiers. Called the
person by name.
5. Provided privacy.

Procedure
6. Moved furniture for moving space.
7. Raised the head of the bed to a sitting position. Lowered the bed
to a safe and comfortable level for the person. When the person
transferred to the bed, his or her feet were flat on the floor while
sitting on the side of the bed.
8. Moved the call light so it would be on the strong side when the
person was in bed.
9. Positioned the chair or wheelchair so the persons strong side was
next to the bed. Had a co-worker help you if necessary.
10. Locked (braked) the wheelchair and bed wheels.
11. Removed and folded the lap blanket.
12. Removed the persons feet from the footplates. Raised the
footplates. Removed or swung front rigging out of the way.
Put non-skid footwear on the person if needed.
13. Applied the transfer belt if needed.
14. Made sure the persons feet were flat on the floor.
15. Stood in front of the person.
16. Had the person hold on to the armrests. (If the nurse directed you
to do so, placed your arms under the persons arms. Your hands
were around the shoulder blades.)
17. Had the person lean forward.
18. Grasped the transfer belt on each side if using it. Grasped
underneath the belt.
19. Prevented the person from sliding or falling. Did one of the
following:
a. Braced your knees against the persons knees. Blocked his or
her feet with your feet.
b. Used the knee and foot of 1 leg to block the persons weak
leg or foot. Placed your other foot slightly behind you
for balance.
c. Straddled your legs around the persons weak leg.

Date of Satisfactory Completion

Copyright 2017, Elsevier Inc. All rights reserved.

Instructors Initials

259

260

Chapter 19

Procedure Checklists

Procedurecontd

20. Explained the count of 3.

a. You will count 1, 2, 3.
b. The move will be on 3.
21. Asked the person to push down on the armrest on the
count of 3. Assisted the person into a standing position
as you straightened your knees.
22. Supported the person in the standing position. Held the
transfer belt or kept your hands around the persons shoulder
blades. Continued to prevent the person from sliding or falling.
23. Helped the person pivot (turn) so he or she can reach the
edge of the mattress. The legs touched the mattress.
24. Continued to help the person pivot (turn) until he or she reached
the mattress with both hands.
25. Lowered him or her onto the bed as you bent your hips
and knees. To assist, the person leaned forward and bent the
elbows and knees.
26. Removed the transfer belt.
27. Removed the robe and footwear.
28. Helped the person lie down.

Comments

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

_____

Post-Procedure
29.
30.
31.
32.
33.
34.
35.
36.

Provided for comfort.

Placed the call light and other needed items within reach.
Raised or lowered bed rails. Followed the care plan.
Arranged furniture to meet the persons needs.
Unscreened the person.
Completed a safety check of the room.
Practiced hand hygiene.
Reported and recorded your observations.

Date of Satisfactory Completion

Instructors Initials
Copyright 2017, Elsevier Inc. All rights reserved.