Patient Care Ergonomics Resource Guide: Safe Patient .

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Ergonomics Technical Advisory GroupAnnexPatient Care Ergonomics Resource Guide:Safe Patient Handling and MovementDeveloped by the Patient Safety Center of Inquiry (Tampa, FL), Veterans Health Administrationand Department of DefenseOctober 2001 (rev 8/31/05)

Patient Care Ergonomics Resource Guide: Safe Patient Handling & MovementDepartment of Veterans AffairsTable of ContentsTable of Contents. iAcknowledgements. viiChapter 1:Guidebook OverviewPurpose . 1Target Audience. 1Overview of Content . 1How to Use this Guidebook . 3Chapter 2: BackgroundIntroduction . 5Background . 5Ergonomics Standards. 6Common Myths and Facts. 6Case Studies of Successful Implementation Strategies . 13Chapter 3:Ergonomic Workplace Assessments of Nursing EnvironmentsIntroduction . 17Potential Benefits of an Ergonomics Program . 17Ergonomic Systems Approach . 18Step 1: Collect Baseline Injury Data. 20Step 2: Identify High-risk Units. 21Step 3: Obtain Pre-Site Visit Data on High-risk Units. 21Step 4: Identify High-risk Tasks . 29Step 5: Conduct Team Site Visit for Ergonomic Assessment . 31Step 6: Analyze Risk. 35Step 7: Formulate Recommendations . 35Step 8: Implement Recommendations . 43Step 9: Monitor Results and Continuously Improve Safety on the Unit . 45i

Patient Care Ergonomics Resource Guide: Safe Patient Handling & MovementChapter 4:Department of Veterans AffairsTechnology Solutions for Safe Patient Handling and MovementEquipment Categories for Safe Patient Handling and Movement . 47Equipment Evaluation Process. 50Evaluation Team. 51Sources of Information . 51Preliminary Equipment Evaluation Process . 52Selection of Products for Field or Laboratory-Based Evaluation. 53Field Evaluations . 54Laboratory-Based Evaluation. 55Purchasing Decision . 56Tool: Criteria for Selection of Lifting and Transferring Devices. 56Challenges in Bariatric Care . 56Bariatric Equipment Providers. 58Tool:Product Feature Rating Survey (Caregiver) . 59Tool:Product Ranking Survey (Caregiver) . 61Tool:Product Feature Rating Survey (Patient) . 63Tool:Product Ranking Survey (Patient) . 65Tool:Incidence, Maintenance, and Adverse Events for Patient Handling Equipment and Device . 67Chapter 5:Patient Assessment, Care Planning, & Algorithms for Safe Patient Handlingand MovementPurpose of Patient Assessment Criteria. 69Background. 69Key Points for Caregivers . 69Key Assessment Criteria . 70Care Plan Considerations . 70Process for Using Assessment and Planning Criteria. 70Form: Assessment Criteria and Care Plan for Safe Patient Handling and Movement . . 71Purpose of Algorithms . 72Background of Algorithms. 72Algorithm #1:Transfer To and From: Bed to Chair, Chair to Toilet,Chair to Chair, or Car to Chair . 73Algorithm #2:Lateral Transfer To and From: Bed to Stretcher, Trolley. 74ii

Patient Care Ergonomics Resource Guide: Safe Patient Handling & MovementDepartment of Veterans AffairsAlgorithm #3:Transfer To and From: Chair to Stretcher or Chair to Exam Table. 75Algorithm #4:Reposition in Bed: Side-to-Side, Up in Bed. 76Algorithm #5:Reposition in Chair: Wheelchair and Dependency Chair . 77Algorithm #6:Transfer a Patient Up From the Floor. 78Bariatric Algorithms (Chapter 12)Chapter 6:Developing a No-Lift PolicyIntroduction . 79Implementation of a Safe Patient Handling and Movement Policy. 79Tool: Template of a Safe Patient Handling and Movement Policy . 81Chapter 7:Back Injury Resource NursesBackground . 85Description of Program. 85Limitations of Program . 85Obtaining Buy-In from Management . 86Monitoring Progress . 86Tools and Strategies for Implementation . 86Chapter 8:Lifting TeamsBackground . 93Description of Program. 93Benefits of Program . 94Limitations of Program . 95Tools and Strategies for Implementation . 96Lifting Team Program Policy Components. 97Monitoring Progress . 98Chapter 9:After Action Review ProcessBackground . 101Description of Program. 102Guidelines for After Action Reviews . 102Benefits and Limitations of Program . 103iii

Patient Care Ergonomics Resource Guide: Safe Patient Handling & MovementDepartment of Veterans AffairsTools and Strategies or Implementation. 104Monitoring Progress . 106Chapter 10: Competency Program to Prevent Musculoskeletal Injuries in CaregiversA. Why Training Alone is Not Effective . 107B. Designing an Effective Training Program. 107C. Prevention of Injuries in Floats/Students . 108D. Tool Kit . 108Chapter 11: Evaluating OutcomesA. Introduction . 113B. Evaluation Design . 113C. Measuring Outcomes . 114D. Evaluation Tools . 115Incidence/Severity of Injuries . 115Musculoskeletal Pain and Discomfort. 117Job Satisfaction . 117Provider Acceptance . 118Patient Acceptance. 118Adherence . 118Cost Effectiveness of Safe PatientHandling and Movement Technology. 119Intangible Benefits . 120Attachment 11-1: Standard Injury Rate Statistics . 121Attachment 11-2: Injury Collection Data . 123Attachment 11-3: Index of Caregiver Satisfaction . 129Attachment 11-4: Site Coordinator Monthly Log . 135Attachment 11-5: Patient Care Equipment Use Survey. 137iv

Patient Care Ergonomics Resource Guide: Safe Patient Handling & MovementDepartment of Veterans AffairsChapter 12: Special Handling and Movement Challenges Related to BariatricsPurpose. 139Defining Obesity. 139Table 12-1Definition of Bariatric by Body Mass Index (BMI) . 139Bariatric Algorithms . 140Algorithm 1 Bariatric Transfer To and From: Bed to Chair, Chair to Toilet, or Chair to Chair . 141Algorithm 2 Bariatric Lateral Transfer To and From: Bed to Stretcher, Trolley. 142Algorithm 3 Bariatric Reposition in Bed: Side-to-Side, Up in Bed . 143Algorithm 4 Bariatric Reposition in Chair: Wheelchair, Chair or Dependency Chair . 144Algorithm 5 Patient Handling Tasks Requiring Sustained Holding of a Limb or Access to Body Parts . 145Algorithm 6 Bariatric Transporting (Stretcher, Wheelchair, Walker). 146Bariatric Equipment . 147Hospital Bed. 147Wheelchair. 147Stretcher. 147Bedside Commode/Shower Chair . 148Scales. 148Walker. 148Bathroom. 148Patient Care Environment . 148Transfer Devices . 148Ancillary Departments . 149Other Patient Care Devices . 149Decision to Buy or Rent Bariatric Eq

Ergonomics Technical Advisory Group Annex Patient Care Ergonomics Resource Guide: Safe Patient Handling and Movement Developed by the Patient Safety Center of Inquiry (Tampa, FL), Veterans Health Administration

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