Positioning, Transfers, & Ambulation

Learning Objectives for Positioning, Transfers, and Ambulation

  • Identify the principles of proper body mechanics in relation to the performance of nursing skills.

  • Analyze significant assessment data to determine the type of approach to use and the amount of assistance required to position, transfer, and mobilize a patient.

  • Describe specific positioning techniques for Fowler’s, supine, prone, lateral, and Sims’ positions.

  • Discuss the specific procedures for aiding a patient when moving up in bed, helping a patient to reach a sitting position, logrolling a patient, and transferring a patient from a bed to a chair.

  • Discuss the principles of safe patient handling and mobility as they apply directly to various patient situations.

  • Demonstrate the procedures for safe and effective transferring, positioning, and mobilization to ensure both patient and nurse safety.

  • Discuss the various indications for performing range-of-motion (ROM) exercises.

  • Identify specific risk factors that lead patients to develop deep vein thrombosis (DVT).

  • Discuss the implications of preventing deconditioning and DVT in hospitalized patients.

  • Demonstrate the correct techniques for assisting with ambulation, assisting with ambulation using an assistive device, applying elastic stockings, and applying sequential compression devices (SCDs).

Key Terminology

  • ADLs: Activities of daily living.

  • Friction: The force generated when two surfaces rub together.

  • Shear: The force exerted on the skin while the skin remains stationary but the underlying bony structures move.

  • Gait: a term used to describe a particular manner or style of walking; for example, a patient may exhibit a "steady gait" or an "unsteady gait."

  • ROM: Range of motion, which is the primary assessment technique utilized to determine the degree of limitation or injury present in a joint.

Clinical Assessment and Cue Recognition

  • Identify the patient's physiologic capacity and level of endurance.

  • Assess the risk for falls and the patient’s cognitive function.

  • Evaluate proprioceptive and sensory function, as well as the level of comfort.

  • Determine the necessary mode of transport, required equipment, and the number of people needed for the task.

  • Assess range of motion and physical ability.

  • Identify specific risk factors including sensation, impaired mobility, impaired circulation, and age.

  • Check skin integrity and the presence of external equipment or surgical incisions.

Principles of Body Mechanics and Ergonomics

  • Definition: Body mechanics involves body alignment (posture) and balance.

  • Good Posture: Characterized by a balanced, upright posture.

  • Poor Posture Manifestations:

    • Forward head position.

    • Flat back.

    • Sway back.

    • Rounded shoulders.

    • Weak abdominal muscles.

    • "Lazy bones" posture.

    • "Duck" posture.

    • "Drum major" posture.

    • "Attention" posture.

  • Safely Lifting a Load:

    • Plan the lift in advance.

    • Ask for assistance.

    • Widen the base of support.

    • Bend the knees.

    • Tighten the stomach muscles.

    • Lift using leg muscles rather than back muscles.

    • Keep the load close to the body.

    • Keep the back straight.

  • Workplace Ergonomic Hazards:

    • Lifting heavy loads (such as clients).

    • Reaching and lifting with loads positioned far from the body.

    • Twisting while lifting.

Patient Positioning Principles and Techniques

  • Raise the side rail on the side opposite to where the nurse is standing.

  • Elevate the bed to a comfortable height for the nurse.

  • Assess the client’s mobility and strength before moving.

  • Support all joints and position them in a slightly flexed position.

  • Remove or decrease pressure on known pressure points.

  • Ensure the client is placed in correct body alignment.

  • A 3030-degree lateral position is recommended for clients who are immobile.

Specific Positioning Methods

  • Fowler’s Position:

    • Pull the client up in the bed.

    • Elevate the head of the bed (HOB) unless contraindicated.

    • Rest the head against the mattress or a small pillow.

    • Use pillows to support the arms, hands, and elbows if necessary.

    • Position a pillow in the lumbar area.

    • Place a small pillow or roll under the thigh.

    • Place a pillow under the ankle to "float the heels."

  • Supine Position:

    • Place the client on their back with the HOB flat.

    • Place a pillow under the shoulders, neck, or head.

    • Place a small rolled towel under the lumbar area.

    • Place trochanter rolls or sandbags parallel to the thighs.

    • Float the heels or place feet in therapeutic boots.

    • Place pillows under pronated forearms.

    • Place hand rolls in the client’s hands or utilize hand splints.

  • Prone Position:

    • Lower the HOB completely.

    • Pull the client toward the edge of the mattress.

    • Place the client’s arm flat against the body.

    • Roll the client slowly onto the abdomen in the center of the bed.

    • Turn the client’s head to one side.

    • Place a small pillow under the abdomen below the diaphragm.

    • Support arms in a flexed position level with the shoulders.

    • Elevate the feet with pillows.

  • Lateral (Side-lying) Position:

    • Lower the HOB.

    • Position the client on the side of the bed opposite the direction of the turn.

    • Flex the client’s lower extremities at the hips and knees; the top leg should be supported on pillows and positioned slightly forward.

    • Support the head and neck with pillows.

    • Support the upper extremity with a pillow under the dependent shoulder if needed.

    • Bring the hip forward to approximately 3030 degrees.

    • Place a tuck-back pillow behind the client’s back.

  • Sims’ (Semi-prone) Position:

    • Lower the HOB completely.

    • Place the client in a supine position initially.

    • Roll the client onto their side, partially on the abdomen in a lateral position.

    • Place a small pillow under the client’s head.

    • Place a pillow under the flexed upper arm.

    • Place a pillow under the flexed upper leg.

Procedures for Patient Movement and Transfers

  • Moving Client Up in Bed (Standard Method):

    • Place one arm under the client’s head and shoulders and one arm under the thighs.

    • Have the client flex their neck.

    • Instruct the client to push with their heels on the count of three.

  • Moving Client Up in Bed (Drawsheet Method):

    • Place a drawsheet under the client extending from the shoulders to the thighs.

    • Lift the drawsheet and move the patient on the count of three.

    • Realign the client to proper alignment and protect pressure areas.

  • Assisting Client to Sitting Position:

    • Place the patient in a 3030-degree Fowler’s position.

    • Turn the client into a lateral position.

    • Place the front arm under the client’s shoulder and the back arm over the client’s thighs.

    • Move the client’s feet over the side of the bed while simultaneously lifting the client’s shoulders.

  • Transfer from Bed to Chair/Wheelchair:

    • Position the chair or wheelchair at a 4545-degree angle to the bed.

    • Apply a transfer belt or use a transfer board.

    • Place the client’s weight-bearing leg forward.

    • Align your knees with the client's knees.

    • Help the client to a standing position.

    • Maintain the stability of the client’s weak leg.

    • Pivot the client toward the chair.

    • Instruct the client to use the armrest for support.

  • Transfer from Bed to Stretcher:

    • Lower the HOB.

    • Cross the client’s arms across their chest.

    • Lower the side rails.

    • Lift the drawsheet while a transfer board is positioned under the client.

    • One nurse pulls the transfer board while another pushes.

    • Remove the transfer board once the move is complete.

  • Using a Hoyer Lift:

    • Attach the sling to the lift.

    • Elevate the HOB.

    • Use the mechanical lift to raise the client off the mattress.

    • Transfer the client to the desired location and lower them.

    • Remove the straps and the lift.

Weight-Bearing Status Classifications

  • Full Weight Bearing (FWB): There are no weight-bearing restrictions; the patient can bear their full body weight on involved extremities.

  • Partial Weight Bearing (PWB): The patient can bear 50%50\% (or a specifically prescribed amount) of their body weight on the involved extremity.

  • Toe Touch Weight Bearing (TTWB): The patient can place the foot of the involved extremity on the floor for balance purposes only, but must bear no body weight on it.

  • Non-Weight Bearing (NWB): No weight is permitted on the involved extremity; the foot should remain off the floor when standing.

  • Weight Bearing as Tolerated (WBAT): There are no restrictions other than those dictated by comfort; the patient can bear as much weight as is comfortable.

Ambulation Assistance and Devices

  • Ambulation Without Devices (One Nurse): Stand on the client’s strong or uninjured side and hold the gait belt in the middle of the client’s back.

  • Ambulation Without Devices (Two Nurses): One nurse stands on each side of the client, both holding the gait belt in the middle of the client’s back.

  • Ambulation with a Walker:

    • If able to bear weight on both extremities: Advance with either foot and follow through with the other.

    • If unilateral weakness exists: Advance with the weaker leg first while supporting with the arms, then follow through with the stronger leg.

    • If unable to bear weight on one extremity: The client should swing into the step while supporting themselves with their hands.

  • Crutch Fitting and Usage:

    • There should be a 232-3 fingers width space between the crutch and the underarm.

    • The elbow should have a slight bend.

    • Weight must go through the hands, not the axilla.

    • The bottom ends of the crutches should be placed more than shoulder-width apart.

Range-of-Motion (ROM) Exercises

  • Goals: Maintain coordination and motor skills for functional activities, maintain joint and soft tissue integrity, and minimize the formation of contractures.

  • Types of ROM:

    • Active: The patient performs the movement independently.

    • Passive: The nurse or therapist performs the movement for the patient.

    • Active-Assistive: The patient performs the movement with some assistance.

  • Procedure:

    • Complete exercises in a head-to-toe sequence.

    • Support the joints throughout the movement.

    • Repeat each exercise smoothly and rhythmically 55 times.

    • Monitor for discomfort or pain.

    • Document observable and measurable reactions to the therapy.

Venous Thromboembolism (VTE) and Deep Vein Thrombosis (DVT)

  • Virchow’s Triad (Risk Factors):

    • Hypercoagulability.

    • Venous wall abnormalities.

    • Blood flow stasis.

  • VTE Assessment:

    • Look for calf swelling and tenderness.

    • Observe for dilated superficial veins.

    • Check for color changes in the skin.

    • Check for edema.

    • Assess for contraindications to mechanical prophylaxis.

  • Prevention Strategies:

    • Anticoagulation therapy for acutely or critically ill inpatients with acceptable bleeding risk.

    • Mechanical prophylaxis (compression stockings and SCDs).

  • Applying Elastic Stockings:

    • Measure the circumference of the calf.

    • For knee-high: Measure from the base of the heel to the fold of the knee.

    • For thigh-high: Measure from the base of the heel to the bottom of the buttocks.

    • Fold the stocking inside out down to the foot.

    • Place the client's foot inside and extend the stocking up the leg.

    • Ensure there are no wrinkles and keep the toes covered.

  • Applying Sequential Compression Devices (SCDs):

    • Place the sleeve under the leg; align the back of the ankle with the ankle marking and the back of the knee with the popliteal opening.

    • Wrap securely and ensure a fit that allows 22 fingers between the leg and sleeve.

    • Connect the sleeve to the mechanical unit by lining up the arrows.

    • Turn on the unit and monitor for one full cycle.

Bedside Mobility Assessment Tool (BMAT) for Nurses

  • Assessment Level 1 (Trunk Strength and Seated Balance):

    • Task (Sit and Shake): From a semi-reclined position, have the patient sit upright and rotate to the side of the bed. Ask the patient to reach across the midline to shake hands.

    • Failure: Proceed to Mobility Level 1 (Use total lift, sling, repositioning sheet, or lateral transfer devices).

    • Pass: Proceed to Level 2 if the patient can maintain seated balance for greater than 22 minutes.

  • Assessment Level 2 (Lower Extremity Strength and Stability):

    • Task (Stretch and Point): Seated at the bedside with feet on the floor, the patient stretches one leg, straightens the knee, and flexes/points the toes.

    • Failure: Proceed to Mobility Level 2 (Use total lift if unable to weight-bear on one leg, or sit-to-stand lift if they can weight-bear on at least one leg).

    • Pass: Proceed to Level 3.

  • Assessment Level 3 (Lower Extremity Strength for Standing):

    • Task (Stand): Patient elevates off the bed or chair to a standing position (may use assistive devices) and holds for a count of 55.

    • Failure: Proceed to Mobility Level 3 (Use non-powered stand aid, total lift with ambulation accessories, or assistive devices like walkers/canes).

    • Pass: Proceed to Level 4 if no assistive device is needed.

  • Assessment Level 4 (Standing Balance and Gait):

    • Task (Step): Patient marches in place, then steps forward and backward.

    • Failure: Revert to Mobility Level 3.

    • Pass: Mobility Level 4 (Modified Independence; no assistance needed; use clinical judgment for supervision).