Fillable 3.2 SPH Checklist 508 Safe Patient Handling Program Checklist

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3.2 SPH Checklist 508 Safe Patient Handling Program Checklist

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Safe Patient Handling Program Checklist
NSTRUCTIONS: This sample checklist highlights many of the important components of a safe patient handling
program or policy, including development, management and staff involvement, needs assessments, equipment,
education and training, and evaluation. You can use the checklist to help identify those components of your safe
patient handling program or policy that are well developed, as well as those that need further development. The
checklist can be customized by adding or deleting components specific to your hospital. It is recommended that the
checklist be completed at frequent intervals to ensure ongoing program evaluation.
This checklist is advisory in nature and informational in content. It is not a standard or regulation, and it neither
creates new legal obligations nor alters existing obligations created by OSHA standards or the Occupational Safety
and Health Act.
FACILITY NAME:
UNIT ASSESSED (if applicable):
ASSESSME
NTS TO BE
CONDUCTED: (check one)
☐Monthly ☐Bi-monthly ☐Quarterly
☐Semi-annually ☐Annually
DATE OF ASSESSMENT:
CONDUCTED BY:
I
2
Safe Patient Handling Program Checklist
I. Policy Development
In Place
Not Done
Will Adopt
A. A safe patient handling policy that eliminates manual lifting to
the extent feasible is in place and communicated to all staff.
It is important for a hospital to have a policy in place that is understood by
all staff and reviewed on a regular basis.
Systematic clarification of the
roles and responsibilities of staff in the form of a written safe lifting policy
helps maintain program sustainability.
Notes (timelines, responsibilities, etc.)
B. Patients are made aware of the safe patient handling policy.
Making patients aware of the safe patient handling policy will help patients
understand how using patient handling equipment will benefit both them
and their caregivers.
Notes
C. Management reinforces the safe patient handling policy.
Having management
at all levels consistently reinforce the policy is critical.
Notes
II. Management and Staff Involvement
In Place
Not Done
Will Adopt
A. Management fosters safe patient handling and a culture of
safety.
Successful programs embrace a culture of safety that includes safe patient
handling, as employees appreciate knowing that senior managers care
about their well-being.
Notes (timelines, responsibilities, etc.)
B. A safe patient handling committee represents all levels.
Hospitals should form committees that include a range of staff from all
affected departments, including members representing administrators and
frontline staff.
Notes
C. Staff is involved during every step.
Involve staff during every step of safe patient handling program
implementation (e.g., hazard assessment, technology procurement,
education and training, program evaluation).
Notes
D. Super users, safety coaches, or champions exist in each unit.
Safety coaches, “champions,” or “super users” continually remind and
educate their peers about the program, answer questions, troubleshoot
issues, and promote the culture of safety. There should be a dedicated staff
member who fills this role in each unit.
Notes
E. The safe patient handling program has nurse manager support.
Nurse managers also need to support and reinforce safe patient handling
with staff in every unit.
Notes
3
Safe Patient Handling Program Checklist
F. Laundry, maintenance, and engineering staff support the safe
patient handling program.
It is essential that departments such as laundry, maintenance, and
engineering understand how vital they are to support a hospital’s safe
patient handling program.
Notes
III. Needs Assessment
In Place
Not Done
Will Adopt
A. Mobility assessment criteria are established and applied to each
patient.
Every patient has unique characteristics and mobility capabilities that need
to be assessed on a regular basis.
Notes (timelines, responsibilities, etc.)
B. A patient handling plan is communicated for each patient.
Once each patient’s level of mobility and need for assistance is assessed,
that information needs to be communicated to all relevant caregivers.
Notes
IV. Equipment
In Place
Not Done
Will Adopt
A. Frontline staff is involved in selecting equipment.
The workers who actually move and transfer patients are a valuable
resource when determining the most effective equipment.
Notes (timelines, responsibilities, etc.)
B. Equipment is chosen based on units’ needs.
Individual units may have different movement and transfer needs, so make
sure to involve staff from all units.
Notes
C. Equipment is convenient, available, and accessible.
Having appropriate and easy-to-use safe patient handling equipment
conveniently located encourages routine use.
Notes
D. Equipment cleaning and maintenance systems are in place.
Equipment needs to be maintained properly and charged at all times.
Responsibility for cleaning equipment should be clearly designated.
Notes
E. Partnership with vendor(s) is considered.
Vendors can help to develop safe patient handling specifications,
troubleshoot issues, answer questions, and maintain equipment.
Notes
4
Safe Patient Handling Program Checklist
F. Construction and remodeling projects take safe patient handling
considerations into account.
When undertaking construction and remodeling at a hospital, it is more
effective to design with safe patient handling in mind than to retrofit
afterward.
Notes
V. Education and Training
In Place
Not Done
Will Adopt
A. All relevant staff is trained on using equipment.
If the caregiver uses the equipment correctly and efficiently, patients will
feel more comfortable.
Notes (timelines, responsibilities, etc.)
B. All staff is educated on the importance of safe patient handling.
By educating all staff, including physicians, about the safe patient handling
program, hospitals can reduce instances of a clinician asking—or
expecting—colleagues to move patients manually.
Notes
C. Staff is trained on equipment annually.
Including safe patient handling in annual competency reviews helps
promote the program and equipment proficiency.
Notes
D. Patients/families are educated on policy/equipment.
Educating patients and their family members about your hospital’s policy
and use of equipment will engage them in the safe patient handling
process.
Notes
VI. Program Evaluation
In Place
Not Done
Will Adopt
A. Metrics are tracked to evaluate program success.
You can track the success of your program by examining the number and
type of staff injuries, specific activities that led to these injuries, number of
lost work or modified duty days, and the effectiveness of the safe patient
handling policy. Consulting your OSHA 300 logs and your supplemental 301
or workers’ compensation forms can be an excellent way to gather this
information.
Notes (timelines, responsibilities, etc.)
B. Improvements to the safe patient handling program are
considered.
Every program needs adjustment after being put into practice. Even small
changes can improve safe patient handling tremendously in your hospital.
Notes
For more information on safe
patient handling, visit
www.osha.gov/dsg/hospitals.
U.S. Department of Labor
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Completed 19 February 2020

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