Safe Patient Handling At Home – How carer and individual work together – Showerbuddy

Safe Patient Handling At Home – How carer and individual work together

Safe Patient Handling At Home – How carer and individual work together

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The information in this article is intended as a general guide only. Always consult the support plan and occupational therapist. Carers should follow health guidelines and their employer’s training in all situations.

The relationship between a mobility impaired person and their personal carer is one of the most important parts of a care system, along with equipment and the daily plan. A support worker is in a great position of trust by the patient, meaning that open communication and safe patient handling are essential. Working together can ensure a positive, long lasting patient-carer relationship.

What does a carer do?

A carer may be a professional support person who is trained to manage an incapacitated or mobility impaired patient manage their daily tasks. Or, they might be a family member who has committed to provide care either part or full time. Some individuals combine professional and family support for a well rounded plan that reduces strain on any one party.

Depending on the level of disability, a carer will have to conduct anything from lifting the individual into bed to managing their toilet use. A carer may also prepare meals, ensure the home is warm/cool, transport the individual and any other task outlined in the care plan an OT or PT puts together.

The carer’s job is to ensure the patient is comfortable both in a stationary position and whilst moving. It’s why regular communication is so important.


Professional carers need to be reasonably strong and fit given their vocation requires a lot of physical exertion. Handling another human body puts the carer under strain, and distributing weight in different positions presents many opportunities for injury.

The health risks of patient handling for the carer

A carer can suffer from musculoskeletal issues due to handling of a patient. These can be from cumulative strain, or a single lifting event. Sustaining a back injury has a significant impact on the carer’s health, financial and mental wellbeing. This will also disrupt the patient’s care plan and have reasonable impact if a close bond has been established between the patient and that particular carer.

Consider the different positions a patient may be moved from:

  • Lying in bed
  • Seated in a chair
  • Seated on a toilet
  • In a vehicle
  • In a shower or bathtub
Each of these states require certain techniques by the carer to stabilise their footing, and employ a lift of the patient that is comfortable and effective. Some movements may take longer to execute, putting the carer under more strain. There are transfer movements to consider, but also repositioning within the same position – such as pulling a patient more upright in a chair if their posture isn’t right. It can be these seemingly ‘minor’ handling situations where injury occurs.


While professional carers will receive training around techniques for safe lifting of a patient, family members should also seek help understanding proper handling practices too. If you’re interested in learning more about safe handling techniques, speak with your OT or local health authority directly.

Carer wellbeing

A patient relies upon a carer to be healthy, fit and able to provide support. It’s unrealistic to expect 24 hour support from the same carer, too. So how do carers reduce the potential for injury and maintain wellbeing? Here’s just a few ways:
  • Rest – carers need to rest their body and mind for an extended period each day to allow them to provide support to the best of their ability.
  • Early treatment of any minor back or neck pain – the faster carers can address issues, the less chance they have of becoming major injuries.
  • Avoid overexertion – not all carers can support all sizes of patients. The support plan will likely require a larger and stronger carer for a patient who weighs more, but carers need to be realistic about their strength level across a sustained period of lifting.
  • Use support equipment (more on this later)
  • Take leave – along with regular rest, a carer should also take days off to recuperate.
  • Ongoing training and support – even a well qualified carer should seek additional upskilling if this is not already part of their job.

If you’re a carer, you need to seek support from local health and disability authorities, such as your employer, or the ACC or Worksafe in New Zealand.

Planning is priority

The more robust a safe patient handling support plan is, the better this is for patients and carers alike. An Occupational or Physical Therapist (PT/OT) will conduct an in depth assessment of the patient’s daily needs and physical goals (if rehabilitation is part of the programme). This plan is put together with the individual and their family at which time the level of in home support will be determined.

Part of this process is about planning as much in advance as possible with regards to evolving needs. For example, a carer may need to provide a high level of handling and transfer support early, with a rehabilitation plan that will enable this help to taper down as the individual becomes more independent.

The support plan will include a risk assessment of the patient’s home environment, impairment and identify hazards to navigate during manual or assisted handling. All carers both professional and family will need to be well-familiarised with this assessment to avoid accidents or injury.

An OT assessment for a mobility impaired individual will be reviewed periodically, especially for clients with long term disability This allows all parties to review the effectiveness of the plan including how handling is going, and make changes accordingly.

Communication is key

The carer and patient need to be in continual verbal communication throughout the relationship. Not only will this help ensure comfort in the patient, but many of the movements during handling and transfer will require cooperation to execute. For example, timing of a lift out of a bed and onto a shower transfer chair.


It’s good practice for carers to provide patients with warning before undertaking any handling movements. Carers should clearly outline the movement and why, then talk the patient through this as it’s being done. Once the handling is done, carers should ask the patient if they are comfortable and whether they are happy with the movement. This feedback will be important early on in the carer-patient relationship as preferences are established.

Patient dignity

Communication is also critical when maintaining the dignity of a patient during handling. Some will have cultural, religious or simply personal values that make particular handling movements insensitive. While the risk assessment and plan should ideally identify these, there are cases in which the issue is not apparent until manual handling is attempted.

The support team and patient need to work together to find a workable handling solution that is practical and sensitive to maintaining one’s dignity. If carers encounter some resistance, careful explanation and even demonstration on another person may be required before proceeding. Some mobility impaired individuals will find certain equipment compromises their feeling of dignity such as hoists. It’s up to the support team and carer to help remove these barriers, either with alternative solutions or open conversation about the benefits.


Each country or state has its own requirements around patient care when it comes to home support. Anyone unsure should always consult health authorities first.

Support equipment – why it’s important

Support equipment enables handling to be less strenuous and safer for both patient and carer. Assistive technologies like lifts, hoists, grab bars, and bathrooms transfer systems will reduce load off the carer and make for a safer transition.

This equipment also frees a carer up for things like cleaning, retrieving items, clearing hazards within the environment and other important jobs. This can be critical when the carer is alone with the patient without additional help.

The combination of equipment used will be down to the individual’s own mobility impairment and needs to conduct their daily routine.

Reducing transfers in the bathroom

Handling patients in the bathroom is one of the more risky environments to do this; the combination of lifting and shifting heavy weight and ground moisture from condensation or water can be a recipe for disaster. The more transferring from chair to shower to toilet that occurs, the more chance there is for an injury.

That’s why Showerbuddy systems have been designed to reduce the amount of manual handling required in the bathroom. A carer can even transfer the patient into the chair outside of the bathroom, bring them in, and at no point have to remove them from the chair as they use the toilet and bathe in any standard type of shower (roll-in, bathtub etc).

If you’re interested in learning more about safer bathroom handling made possible by Showerbuddy, check out our range of solutions here.

Further Reading

The information in this article is intended as general information only and is not a replacement for official health guidance by your local medical providers. Please always consult an occupational therapist and/or local healthcare for more specific guidance.