THRIVE BETTER LIVING: INDIVIDUAL MOVING & HANDLING PLAN TEMPLATE
This documentation framework must be completed and clinically verified by a competent assessor before use. It is not generic handling instruction.

Person:
DOB / identifier:
Address / setting:
Assessor and role:
Assessment date:
Review date:
Reason for review:
Relevant diagnoses / precautions:
Consent, communication and preferences:
Current functional ability:
Pain, fatigue, cognition, behaviour or fluctuation:
Falls / skin / tissue / medical considerations:

CEILING TRACK HOIST
Hoist make/model and safe working load:
Track layout / coverage:
Spreader bar or attachment:
Sling make/model/type/size:
Compatibility verified against manufacturer instructions: YES / NO
Transfer(s) covered:
Starting and destination positions:
Step-by-step technique:
Number of carers assessed as required:
Charging / pre-use checks:
Emergency lowering and power-failure process:
Clearance and environmental controls:
Person's participation and communication:
Post-transfer positioning:
Staff competency required:
Review triggers:
Assessor signature: