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1
Safe Patient Handling Program: Applied Ergonomics for Nurses
and Health Care Workers
This material has been possible by a grant from Oregon Occupational Safety and Health Division, Department of Consumer and Business Services 2004.
2
Session Objectives Identify activities at work or away from work that could put you at
risk of Musculoskeletal Disorders (MSDs).
Identify the primary risk factors that can contribute to the development of work related MSDs.
Define why manual patient handling tasks are unsafe.
Define health care ergonomics.
Define engineering, work practice and administrative controls.
Identify examples of work practice controls that can help reduce your risk of injury when performing patient handling and care tasks.
Describe the four action steps that can reduce your risk of injury.
3
Session Agenda
Background
The ABC Hospital Safe Patient Handling Program
Applied Ergonomics for Nurses and Health Care Workers Video: Section 1
Review Key Points from Video
Applied Ergonomics for Nurses and Health Care Workers Video: Section 2 – Case Studies
Case Studies: Discussion and Group Work
Quiz and Evaluations
4
Brand names mentioned or seen in the training video do not constitute endorsement of the device, equipment or product by the Oregon Occupational Safety and Health Division, Oregon Nurses Association, Bay Area Hospital, the University of Oregon's Labor Education and Research Center or other organizations who support this grant.
Equipment shown in this video may vary from the equipment used by your health care facility. Not all patient handling equipment available is shown in the video.
This training session is not a substitute for specific training on safe use of patient handling equipment.
Always follow the patient handling policy at your facility.
6
The most common MSDs reported by nurses and nursing aides are strains or sprains and injuries due to overexertion (lifting, pushing or pulling) associated with patient handling tasks.
At risk Occupations for Strains and Sprains, 2000# 1 Truck Drivers# 2 Nursing aides, orderlies & attendants# 3 Laborers# 6 RN’s# 18 LPNs
Source: U.S. DOL, 2002
The Incidence of MSDs in Health Care
7
Why is Manual Patient Handling So Hazardous?
The Physical Demands of Work– Patient
• Weight (heavy load)• Shape (bulky and awkward)• Behavior (unpredictable, confused, fragile, in
pain)
– High repetition of tasks
Equipment and Facilities Design– Constricted work space– Poorly maintained equipment
8
Why is Manual Patient Handling So Hazardous?
Poor Work Practices– Adjustments on equipment (e.g., bed) not used
Personal Factors– Off the job activities e.g., Lifting and handling
children; trash; shopping, or performing yard work, etc
– Previous InjuryRemember: Using good bodymechanics is not
enough to prevent back injuries and other MSDs caused by manual patient handling.
9
The physical effort requiredto repeatedly lift and move patients manually is greater than your musculoskeletal system can tolerate.
Why is Manual Patient Handling So Hazardous?
The bottom line…….
There is No Safe method to lift and transfer patients manually
Compression
Shearing
Rotation
Arrows show direction of load or force on lower back (L5/S1) when manually lifting and moving patients
10
Risk Factors for MSDs
Safe Patient Handling Program: Applied Ergonomics for Nurses and
Health Care Workers
11
What are Musculoskeletal Disorders (MSDs)?
Chronic or Cumulative:
Injuries that occur over a period of time (months/years)
& are caused by a combination of risk factors
Acute:
A sudden or one-time traumatic event or incident, e.g., slip, trip, fall or car wreck
MSDs affect ligaments, muscles, tendons, cartilage, blood vessels & nerves & spinal discs
12
Some Common MSDs
Tendinitis & Tenosynivitis (upper extremities)
Epicondylitis (Tennis Elbow/Golfer’s elbow)
Rotator Cuff Tear (shoulder)
Bursitis (shoulder or knees)
Strains and Sprains(neck, back, shoulder)
Low Back Pain & Sciatica
Bulging or Herniated Spinal Discs
Carpal Tunnel Syndrome
13
TimeTimeAwkward & Static Postures
RepetitionRepetition
ForceForce
Primary Risk Factors For MSDs
At work and/or at home
14
Awkward Posture & MSDs
Definition:Position of the body when performing physical tasks
Awkward postures cause biomechanical stress to joints and surrounding soft tissues. Strength to the body part is decreased accelerating muscle fatigue and increasing risk of injury.
Awkward Postures include:
Bending Twisting Reaching overhead
Kneeling SquattingPinch grips
15
Awkward Posture & MSDs
Examples: Providing medical care or performing personal
hygiene tasks when the patient is in a chair or bed that is too low
Accessing medical equipment such as in-wall oxygen or suction equipment
Manually repositioning or transferring patients
16
Static or Fixed Postures & MSDs
Definition:Postures or work positions that are held for a period of time
Blood supply reduced to muscles muscle fatigue
17
Examples:
Prolonged standing or sitting
Performing patient care tasks or making a bed while bending forward at the waist for a few minutes or longer
Supporting a patients extremities or heavy instruments during a nursing task or medical procedure
Static or Fixed Postures & MSDs
18
Definition:Amount of physical exertion or muscular effort expended when performing a task or activity such as lifting, pushing, pulling, carrying or gripping tools or equipment
The greater the force exerted and/or sustained over time accelerates muscle fatigue and increases risk of injury
Force and MSDs
19
Force and MSDs
The amount of force exerted is influenced by the:– Weight, shape and condition of the patient or
equipment– Body posture used– Number of repetitions performed – Duration or length of time that task is performed
Examples: Load or patient shifts suddenly or unexpectedly Lifting bariatric or obese patients Pushing a stretcher with poorly maintained or
incorrect casters
20
Definition:Performing the same motion over and over again.
Example: Repeated positioning of patients in bed or
transfers to chairs
Repetitions and MSDs
21
The Cumulative Effect
When the musculoskeletal system is exposed to a combination of these risk
factors (too quickly, too often and for too long) without sufficient recovery or rest
time, damage occurs
Duration of Exposure to Risk Factors (Time)
Affected by:
Working through breaks Overtime Task variability
22
Fatigue
Discomfort
Pain
Injury
Disability
Continued Exposure to
Risk Factors
Time
The Cumulative Effect
23
Patient HandlingHigher Risk Tasks
Transfer from/to bed to chair or stretcher
Manually moving patient in bed
Manually lifting from floor
Attempting to stop falls
(Source:Hignett, 2003)
24
PreventionEmployee Safety=Patient Safety
Safe Patient Handling Program: Applied Ergonomics for Nurses and
Health Care Workers
25
Defining Health Care Ergonomics
The science of fitting the physical and cognitive demands of thejob to the worker to prevent injury, human error and improve
worker and patient comfortor
Capabilities ofPeople
Demands ofthe Job
“Fitting the Job to the Worker”
NOT
“Fitting The Person To The Job”
26
First Choice (or Method): Engineering Controls
Eliminate or reduce primary risk factorse.g., Use patient handling equipment, such as,
ceiling and portable floor lifts, air assist transfer devices and mechanical sit to stand lifts
Must match equipment with: - patient dependency
(physical and cognitive abilities), - the type of lift, transfer or movement - the number of staff available
Preventing MSDS
27
Second Choice: Work Practice Controls
Reduce employee exposure to primary risk factors by using best work methods, e.g.,
Plan work organization Use good housekeeping practices Use adjustments on equipment Get help Eliminate unnecessary movements Don’t use broken equipment
Preventing MSDS
Remember – it’s the employee’s responsibility to use good work practices and follow the organizations’ safe patient handling policy and procedures
28
Second Choice - Work Practice Controls
Use neutral or good body postures- Neutral postures reduce physical stress on
musculoskeletal structures and enable optimum blood flow to the musculoskeletal system.
- Your body is in the strongest and most balanced position.
Example:Work at proper heights & keep everything in easy
reach
Preventing MSDS
Using good body mechanics or postures is still important when using patient handling equipment and devices
29
Neutral Standing Posture
Neutral Posture for WorkPerformed in Standing Position
Stand with feet shoulder width apart Knees are flexed/unlocked Head upright Shoulders relaxed (not rolled forward) Chest up Back straight Elbows not locked or flexed more than 110
degrees Wrists straight Ears, shoulders, hips, knees and ankles
should be in straight alignment to maintain natural “S” curve of the spine (neutral position)
Ears
Shoulder
Hips
Knees
Ankles
30
Optimal Work Height & Reach Envelopes
Best
Good
Fair
Poor
Fair
Poor
Best
Fair
Poor
Primary
Secondary
31
Second Choice: Administrative Controls
Reduce employee exposure to primary risk factors, e.g.,
Ergonomics training Policy & procedures that define good work
practices Job rotation Staffing and overtime practices
Preventing MSDS
32
Preventing MSDS
Engineering +
Work Practice+
Administrative Controls
= Reduce the Risk of Injury for
Employees & Patients
Remember - back belts are ineffective in preventing back injuries
34
Conduct a hazard or risk assessment
1. Assess the patient
2. Assess & prepare the environment
3. Get necessary equipment & help
4. Perform the patient care task, lift or movement safely
What Can You Do to Reduce Your Risk of MSDs?
Plan and Prepare – It only takes a minute but can save a career
35
1. Assess the Patient
Goal:
To assess if patient status (physical and cognitive abilities) has changed and to determine the safest method to transfer or move the patient.
Compare assessment with patient handling orders or instructions in the Patient's Care Plan and ensure that staff are alerted to changes in patient status.
36
1. Assess the Patient (continued)
This brief observation includes assessment of the patient’s:
Ability to provide assistance
Physical status – ability to bear weight, upper extremity strength, coordination and balance
Ability to cooperate and follow instructions
Medical status – changes in diagnosis or symptoms, pain, fatigue, medications
When in doubt, assume the patient cannot assist with the transfer/ repositioning
37
2. Assess & Prepare the Environment
Ensure that the path for transfer or movement is clear and remove (using good body posture) obstacles and clutter that constrain use of good posture and access to the patient, e.g.,
– bed tables, and chairs
– trip hazards, e.g., cords from medical equipment
– slip hazards , e.g., spilled beverages or other fluids on the floor
38
Consider safe handling of medical devices, such as catheters, intravenous tubing, oxygen tubing, and monitoring devices
Ensure good lighting.
Adjust equipment, such as beds to correct working height to promote good postures
Keep supplies close to body to avoid long reaches
2. Assess & Prepare the Environment (continued)
39
3. Get Necessary Equipment & Help Get the correct equipment and supplies for the task as
determined in the Patient Care Plan and after the Patient Assessment in Step 1
Get additional help as required
Ensure that – Equipment is in good working order
– Devices such as gait belts and slings are in good condition and the correct size
– The patient is wearing non-slip footwear if they are to be weight bearing
40
4. Perform the Patient Care Task, Lift or Movement Safely
Explain the task to the patient – agree on how much help he or she can give during the task
Position equipment correctly, e.g., height between a stretcher and bed is equal
Apply brakes on equipment and furniture used
Lower bed rails when necessary
You should receive training on correct use of equipment, patient assessment and safe work
practices before handling patients
41
Coordinate the task as a team (nurses and patient)
Have the patient assist as much as possible
Use good body posture – keep work close to the body and at optimal height
Know your physical limits and do not exceed them
Follow your organizations safe patient handling policy and procedures
4. Perform the Patient Care Task, Lift or Movement Safely
(continued)
42
What Else Can You Do?
Report Ergonomic Problems to Your Supervisor
Apply Back Injury Prevention Principles to Your Off -The-Job Activities
Report Any Physical Problems Early = Quicker Recovery
43
Case Studies
Case Study 1: Repositioning Patient in Bed
Case Study 2: Transfer from Chair to Bed
Case Study 3: Transfer from Bed to Stretcher
Case Study 4: Transfer from Wheel Chair to Bed
Case Study 5: Making a Bed & Repositioning Patient in Bed
Case Study 6: Patient Ambulation and Fall Recovery
44
Case Studies
Remember – What you are about to practice is not a substitute for specific training on safe use of patient handling equipment.
Not all patient handling equipment available is shown in the video.
Always follow the patient handling policy at your facility.
45
Case Study 1Repositioning Patient in Bed
What Did You See?
Identify primary risk factors for MSDs
Identify hazards that may cause slips, trips, falls or other acute or traumatic injuries
Determine the cause or the primary risk factors and hazards observed
Determine a safer way to perform the task
46
Case Study 1Repositioning Patient in Bed
Task Risk Factors & Hazards Cause
Injection of medication
Back bent & twisted coupled with static posture
Trip Hazard
Bed too lowRail upBed table
obstructs access
Phone on bed – cord on floor
Dispose of needle
Back bent Neck bent backwardsLong reach (arm overhead)
Bed table obstructs access
47
Case Study 1Repositioning Patient in Bed (continued)
Task Risk Factors & Hazards
Cause
Reposition patient
Back bent & twisted
Neck bent backwards
Forceful exertion– back and shoulder
Bed too low
Rail up
Weight of patientPatient did not assist
48
Assess the Patient– Has upper extremity strength, can sit unaided,
is non-weight bearing, cooperative (consider medical status etc.)
Assess the Environment– Move bed table and phone, raise bed, lower rail
when administering injection– Raise bed and lower bed rails before moving
patient
Case Study 1Repositioning Patient in Bed:
The Safer Way
49
Get Necessary Equipment & Help– Friction reducing device (slippery sheet) & two
nurses or caregivers
Perform the Task Safely– Coordinate the move– Use good posture– Have patient assist
Case Study 1Repositioning Patient in Bed:
The Safer Way (continued)
50
Case Study 2Transfer from Chair to Bed
What Did You See?
Identify primary risk factors for MSDs
Identify hazards that may cause slips, trips, falls or other acute or traumatic injuries
Determine the cause or the primary risk factors and hazards observed
Determine a safer way to perform the task
51
Task Risk Factors & Hazards
Cause
Assisting patient from chair to bed
Forceful exertion – back
Back bent & twisted
Patient weight
Patient not capableof bearing full Weight
Patient notassessed
Chair too low
Case Study 2Transfer from Chair to Bed
52
Task Risk Factors & Hazards
Cause
Assisting patient onto bed
Forceful and suddenexertion – back
Back bent & twisted
Neck bent backwards
Patient not capable of full weight bearing
Patient not assessed
Repositioning in bed
Forceful exertion – back
Back bent & twisted
Neck bent backwards
Patient not capable of full weight bearing
Bed too low
Case Study 2Transfer from Chair to Bed (continued)
53
Assess the Patient– Partial weight bearing, cooperative, has upper
extremity strength and can sit unaided
Assess the Environment– Move bed table, lower head of bed; lower bed
rail using good posture
Case Study 2Transfer from Chair to Bed:
The Safer Way
54
Get Necessary Equipment & Help– Powered Sit-to-Stand device– Only one caregiver needed
Perform the Task Safely– Apply equipment brakes when raising and
lowering patient – Raise bed before lifting patient’s legs– Use good posture– Have patient assist
Case Study 2Transfer from Chair to Bed:
The Safer Way (continued)
55
Case Study 3Transfer from Bed to Stretcher
What Did You See?
Identify primary risk factors for MSDs
Identify hazards that may cause slips, trips, falls or other acute or traumatic injuries
Determine the cause or the primary risk factors and hazards observed
Determine a safer way to perform the task
56
Task Risk Factors & Hazards
Cause
Positioning stretcher in room
Back bent and twisted
Sharp corners or protruding edges on furniture (risk of soft tissue contusion)
Poor posture orbodymechanics
Moving furniture in constricted space
Preparing transfer
Back bent
Long reach (arm overhead)
Passing IV bag and tubing over bed
Case Study 3Transfer from Bed to Stretcher
57
Task Risk Factors & Hazards
Cause
Performing transfer
Extreme forceful exertion – back and shoulders
Back bent
Neck bent backwards
Extreme bending of knee (on bed) coupled with force
Extended reach to grasp drawsheet
Forceful grip (poor hand hold)
Patient weight and shape
Patient unable toassist
Stretcher higherthan bed height
Width of stretcher and bed
Use of drawsheet tomove patient
Case Study 3Transfer from Bed to Stretcher (continued)
58
Task Risk Factors & Hazards
Cause
Moving the stretcher
Forceful exertion - back and shoulder
Back bent and twisted
Neck bent backwards and twisted
Arms extended away from body
Pushing and Pulling stretcher oncarpeted surface
Lack of holder onstretcher foroxygen tank
Lack of steeringcontrol on stretcher
Stretcher too low
Case Study 3Transfer from Bed to Stretcher (continued)
59
Assess the Patient– This is a Bariatric patient who cannot assist
with the transfer
Assess the Environment– Move furniture from of work area before
bringing stretcher into room
Case Study 3Transfer from Bed to Stretcher:
The Safer Way
60
Get Necessary Equipment & Help– Air assisted friction-reducing device & three
caregivers– Pass IV bag around patient– Stretcher has holder for IV and Oxygen tank– Larger wheels and steering assist mechanism
Case Study 3Transfer from Bed to Stretcher:
The Safer Way (continued)
61
Perform the Task Safely– Coordinate the preparation and transfer– Work heights equal and equipment/bed brakes
applied– Use good posture – Adjust stretcher height for movement to allow
good posture – 2nd person required to guide front of stretcher
only
Case Study 3Transfer from Bed to Stretcher:
The Safer Way (continued)
62
Case Study 4Transfer from Wheel Chair to Bed
What Did You See?
Identify primary risk factors for MSDs
Identify hazards that may cause slips, trips, falls or other acute or traumatic injuries
Determine the cause or the primary risk factors and hazards observed
Determine a safer way to perform the task
63
Case Study 4Transfer from Wheel Chair to Bed
Task Risk Factors & Hazards
Cause
Preparing to Assist the Patient
Forceful exertion - back
Back bent
Neck bent backwards
Holding patient’s leg while adjusting foot rest
Adjusting leg supports/foot rests
Assisting patient from wheelchair to bed
Forceful exertion – back
Back bent & twisted
Patient not capable of full weight bearing
Patient weight
Patient not assessed
64
Task Risk Factors & Hazards
Cause
Assisting patient onto bed
Forceful and sudden exertion – back
Back bent & twisted
Neck bent backwards
Patient not capable of full weight bearing
Patient not Assessed
Wheel chair awayfrom bed
Case Study 4Transfer from Wheel Chair to Bed (continued)
65
Task Risk Factors & Hazards
Cause
Repositioning in bed
Forceful exertion -back
Back bent & twisted
Neck bentbackwards
Bed too low
Bed rail up
Head of Bed partially raised
Patient does not assist
Case Study 4Transfer from Wheel Chair to Bed (continued)
66
Assess the Patient– Partial weight bearing, cooperative, has upper
extremity strength and can sit unaided
Assess the Environment– Move bed table, raise bed, raise head of bed,
lower bed rail using good posture
Case Study 4Transfer from Wheel Chair to Bed:
The Safer Way
67
Get Necessary Equipment & Help– Gait belt; crutches and trapeze bar– Only one caregiver needed
Case Study 4Transfer from Wheel Chair to Bed:
The Safer Way (continued)
68
Perform the Task Safely– Use good posture to apply gait belt and to
adjust wheel chair foot supports– Have patient assist to hold leg while adjusting
foot support– Do NOT lift but guide patient to a standing
position– Have patient transfer self to bed with stand-by
assist– Have patient reposition self on bed
Case Study 4Transfer from Wheel Chair to Bed:
The Safer Way (continued)
69
Case Study 5Making a Bed and Repositioning
Patient in Bed
What Did You See?
Identify primary risk factors for MSDs
Identify hazards that may cause slips, trips, falls or other acute or traumatic injuries
Determine the cause or the primary risk factors and hazards observed
Determine a safer way to perform the task
70
Task Risk Factors & Hazards Cause
Making the bed
Forceful exertion – back and shoulders (nurse turning & holding patient)
Back bent & twisted in static posture (nurse turning & holding patient)
Repetitive bending & twisting of back (nurse making bed)
Neck bent backwards (both nurses)
Weight of patient
Patient unable to assist
Bed too low
Bed Rails up
Case Study 5Making a Bed and Repositioning
Patient in Bed (continued)
71
Task Risk Factors & Hazards Cause
Making the bed
Forceful grip - Poor hand hold (nurse turning & holding patient)
Slip Hazard
Using drawsheet
Spill on floor
Repositioning patient up in bed
Forceful exertion – back and shoulder
Back bent & twisted
Neck bent backwards & twisted
Weight of patient
Patient unable to assist
Bed too low
Rail up
Case Study 5Making a Bed and Repositioning
Patient in Bed (continued)
72
Assess the Patient– This is a semi-conscious patient who is unable
to assist
Assess the Environment– Clean up spill, have bed linens ready, raise bed
and lower rails
Case Study 5Making a Bed and Repositioning
Patient in Bed: The Safer Way
73
Get Necessary Equipment & Help– Ceiling hoist and 2 nurses or caregivers
Perform the Task Safely– Coordinate lift and movement– Each nurse makes a side of the bed– Move bed and/or use ceiling lift to reposition
patient safely
Case Study 5Making a Bed and Repositioning
Patient in Bed: The Safer Way (continued)
74
Case Study 6Patient Ambulation and Fall Recovery
What Did You See?
Identify primary risk factors for MSDs
Identify hazards that may cause slips, trips, falls or other acute or traumatic injuries
Determine the cause or the primary risk factors and hazards observed
Determine a safer way to perform the task
75
Task Risk Factors & Hazards Cause
Ambulating patient
Trip hazards
Sharp corners or protruding edges on furniture (risk of soft tissue contusion)
Poor and unstable coupling (handhold)
Equipment in walkway
No safe way tosupport patient – holding wrist may cause softtissue trauma to patient during fall
Case Study 6Patient Ambulation and Fall Recovery
76
Task Risk Factors & Hazards Cause
Attempting to control the patient fall
Forceful exertion – backand shoulders
Back bent & twisted
Neck bent backwards
Forceful twisting of left forearm when attemptingto ‘hold’ patient during fall
Patient weight coupled with sudden motion
Location of patient at floor level
Poor coupling –no location to securely support patient and control the fall safely
Case Study 6Patient Ambulation and Fall Recovery
(continued)
77
Task Risk Factors & Hazards Cause
Lifting patient from floor
Forceful exertion – back and shoulder
Back bent
Neck bent backwards
Forceful grip - Poor coupling hand hold
Weight of patient
Patient unable toAssist
Location of patient- lift from floor level
No safe way to holdpatient’s arms and legs. Risk of softtissue trauma to patient
Case Study 6Patient Ambulation and Fall Recovery
(continued)
78
Assess the Patient– Can weight bear with standby assist and is
cooperative– The patient cannot stand without assistance
after fall
Assess the Environment– Move IV pole and wheelchair in walkway
Case Study 6Patient Ambulation and Fall Recovery:
The Safer Way
79
Get Necessary Equipment & Help– Use gait belt for ambulation – Only one nurse or caregiver needed– Portable powered floor lift and two nurses or
caregivers to safely lift patient from floor using equipment
Case Study 6Patient Ambulation and Fall Recovery:
The Safer Way (continued)
80
Perform the Task Safely– Improve coupling or handhold by using gait
belt with handles (less grip force required)– Control fall correctly using gait belt as aid (but
not to ‘lift’ patient)– Maintain good posture while controlling the fall
and supporting patient in floor lift sling– Use of portable powered floor lift reduces
injury risk for caregiver and patient
Case Study 6Patient Ambulation and Fall Recovery:
The Safer Way (continued)