Safe Patient Handling Training and Competency. Valerie Beecher, MS Ergonomic Specialist Upstate University Hospital Syracuse, NY

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1 Safe Patient Handling Training and Competency Valerie Beecher, MS Ergonomic Specialist Upstate University Hospital Syracuse, NY

2 Upstate Ergonomics Program Background Ergonomics Specialist hired 2004 Ergonomics Steering Committee Worksite Evaluation Process Training Product Evaluation/Recommendation Ergonomic Consultation for Design/Re-design Safe Patient Handling (SPH)

3 History Safe Patient Handling & Movement (SPHM) Policy Developed by Ergonomics Steering Committee Final approval January 2010 Includes formal SPH Training Program Prior SPH training: Informal On units as needed Sporadic Poorly attended No training space Minimal tracking Fairs Mostly for new equipment

4 Rationale To ensure that all patient care staff use SPH techniques in all patient care areas to provide a safe environment for patients and staff members when patient transfers are required Provide a consistent training for new employees to increase equipment use on the units Increase awareness and buy-in for SPH Reduce the number of and severity of SPHrelated injuries

5 Funding and Support SHIP (Safety and Health Initiatives Program) grant through PEF (Public Employees Federation) New York State nurses union Purchased training equipment and training supplies, such as training booklets Multiple departments provided additional funding for training materials and instructor time (Employee Health, Organizational Training & Development, Nursing, Environmental Health & Safety)

6 Who Gets Trained? All inpatient employees who perform patient transfers and lifts: RNs, LPNs, OTs, OTAs, PTs, PTAs, HCTs, HAs, USTs, Surgical Techs, Recreational Therapists, Speech and Language pathologists, Respiratory Therapists, Medical Radiographers, X Ray Aides New staff Current staff Staff experiencing injuries and/or returning to work Communicated to managers by HR

7 When do Staff get Trained? New employee orientation Nursing module day SPH is a module 4 hours in length Every 2 weeks or more frequently Includes evacuation equipment and body mechanics by Physical Therapy Additional classes for current staff/refresher training 2 hours in length SPH equipment

8 Training Space Lecture in standard classroom Hands-on demo with equipment in previous patient care space Negotiated use of space with planning and facilities department Ceiling lift was installed in the space by vendor during expansion construction Secure storage space Two separate rooms so groups can be divided Patient care-like environment

9 Training Format New Employee Orientation 4 hour class Lecture first 30 minutes in classroom One hour for body mechanics by PT Hands-on demo and return demo of SPH equipment is 2.5 hours in SPH training space patient care rooms Includes evacuation equipment Students are divided into groups with 1 or 2 instructors each

10 Training Format New Employee Orientation Stations: Ceiling lift Total assist floor lift Sit-stand lift Friction-reducing device Air-assisted lateral transfer device Transfer belts Evacuation equipment Slings and cleaning procedures are included

11 Training Format Current Staff Open to all current staff Recommended by HR for staff with workrelated patient handling injury 2 hour class Lecture first 30 minutes in classroom Hands-on demo/return demo of SPH equipment is 1.5 hours in SPH training space patient care rooms Demo ceiling lift, total assist floor lift, sitstand lift, all slings, friction-reducing device, air-assisted lateral transfer device and transfer belts

12 Lecture Objectives 1) Define ergonomics 2) List risk factors that put caregivers at risk for musculoskeletal (muscle and joint) injury during patient handling and movement 3) Recognize high risk patient care activities 4) Identify the best solutions for patient handling 5) Use the safe patient handling equipment and aids at Upstate University Hospital

13 Lecture Topics SPH Statistics Ergonomics Risk Factors NIOSH Recommended Weight Limits Proper Body Mechanics SPH Principles Decision Trees Case Study

14 Lecture PowerPoint Used SPH Nursing School Curriculum Module NIOSH Publication SPH and Movement Web-Based Training as template (VISN 8 Patient Safety Center of Inquiry, Tampa)

15 Hands-on Demo/Return Demo Transfer Belts Total Assist Lift Friction-Reducing Device

16 Hands-on Demo/Return Demo Ceiling Lift Sit-Stand Lift Air-Assisted Lateral Transfer Device

17 Training Booklet Developed with Nursing, Physical Therapy, Organizational Training & Development Duplicating & Printing Services assisted with design and printing Smaller size so it is easier to keep handy Full color with pictures Quick reference for all SPH equipment and aides

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22 SPH Coaches Unit expert, train-the-trainer, resource and advocate for SPH Patient Service Leader (PSL) (Charge Nurse-level) Trainer on each unit is the default SPH Coach High-risk units are required to identify a SPH Coach per shift

23 SPH Coaches Units without a PSL Trainer and ancillary areas such as PT and Radiology identy a SPH Coach for their area Provided nurse managers and ancillary area managers with information on the Selection Criteria and Roles and Responsibilities for the SPH Coaches (Modified from VISN 8 Patient Safety Center of Inquiry, Tampa)

24 SPH Coach Training Session ½ day in length SPH background and culture Motivation/peer leader training (presented by our Organizational Training & Development staff) Unit audits/assessments Decision trees Equipment competency training for train-thetrainers SPH Coach Unit Binder Their resource for SPH

25 SPH Coach Unit Binder Used SPH Unit Binder for Peer Leaders & Staff as template (VISN 8 Patient Safety Center of Inquiry, Tampa) Contents: Coach Contact Information Coach Roles/Responsibilities Unit Information Characteristics/Issues Tool for Prioritizing High-Risk Patient Handling Tasks Equipment Information/Reference

26 SPH Coach Unit Binder Contents (cont.) Unit Monitoring Activity & Program Status Log Walk-Thru Checklist Policies Decision Trees Staff Competency Additional Resources NYS Zero Lift Task Force Fact Sheets SPH Training Booklet Websites

27 Tracking Use Tracker Program through Organizational Training and Development Online Registration Paper sign-in and evaluation Track name, employee ID, unit, department, job title, manager and union affiliation Over 900 staff trained since CSEA (Nurse aides, LPNs) 638 PEF (Nurses) 93 Other (PT, OT, Ancillary staff)

28 Results 42% Reduction

29 Refresher Training Refresher training every three years using different methods SPH class in orientation module day and other scheduled classes for current staff Online course for lecture and demo portion at fairs with standardized competency checklists Online course for lecture and demo portion on units with standardized competency checklists used by SPH Coaches

30 Competencies Standardized Competency Checklists Allow for consistency with every train-thetrainer One for each piece of equipment Based on equipment procedure manuals and internal policies Contain specific Upstate information Modified and updated as needed

31 Future of Training Program 2012 is first refresher year Safe Patient Handling Blackboard 30 minute power point lecture Equipment training videos Additional SPH information and resources Additional SPH Coach classes for new coaches

32 Questions and Answers

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