Transferring Resident from Bed to Wheelchair — Practice Checklist

Step-by-Step Procedure (21 steps)

1. 1.

   Gather equipment: wheelchair, transfer belt, non-slip footwear.

2. 2.

   Wash hands.

3. 3.

   Identify the resident and explain the procedure.

4. 4.

   Position the wheelchair at a 45-degree angle to the bed, on the resident's stronger side.

5. 5.

   Lock both wheelchair wheels; fold up the footrests.

6. 6.

   Raise the bed to a safe working height and lower the side rail on the working side.

7. 7.

   Assist the resident to a sitting position on the edge of the bed (dangle); wait for steadiness.

8. 8.

   Apply non-slip footwear and the transfer belt around the resident's waist.

9. 9.

   Stand in front of the resident with your feet shoulder-width apart in a wide base of support.

10. 10.

    Place your knees against the resident's knees to block them from buckling.

11. 11.

    Grasp the transfer belt with an underhand grip on both sides.

12. 12.

    Ask the resident to place their hands on your shoulders (not around your neck).

13. 13.

    On a count of three, rock and assist the resident to stand, pivoting toward the wheelchair.

14. 14.

    Pivot your own feet together with the resident so the resident's back is to the wheelchair.

15. 15.

    Lower the resident gently into the wheelchair by bending at your knees, not your waist.

16. 16.

    Ensure the resident is seated safely and comfortably.

17. 17.

    Lower the footrests and place the resident's feet on them.

18. 18.

    Fasten the wheelchair seatbelt if required.

19. 19.

    Remove the transfer belt.

20. 20.

    Raise the side rail if appropriate, and return the bed to the lowest position.

21. 21.

    Wash hands and document the transfer and tolerance.

Evaluator Pass Criteria (5 checkpoints)

All of these must be observed for you to pass this skill.

• Wheelchair is locked and positioned at 45 degrees on the stronger side.

• Transfer belt is applied correctly before the transfer.

• Candidate blocks the resident's knees during the transfer.

• Pivot technique is used — no dragging or lifting.

• Resident is seated safely with feet on footrests.

Critical Mistakes — Avoid These

• ⚠

  Forgetting to lock wheelchair wheels — this is a critical safety error.

• ⚠

  Placing the wheelchair parallel to the bed rather than at 45 degrees.

• ⚠

  Allowing the resident to hold around your neck — this can injure both parties.

• ⚠

  Not blocking the resident's knees, causing them to buckle.

• ⚠

  Bending at the waist instead of knees — poor body mechanics.