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:

MOBILE PASSIVE HOIST: SINGLE-HANDED CARE REVIEW
Transfer(s) covered:
Hoist make/model and safe working load:
Sling make/model/type/size:
Compatibility verified against manufacturer instructions: YES / NO
Attachment points / loop or clip configuration:
Pre-transfer checks:
Starting position and environment setup:
Step-by-step technique:
Person's participation and communication:
Number of carers assessed as required:
If single-handed: how sling application, equipment movement, positioning and monitoring remain safe:
When a second carer is required:
Emergency lowering / equipment failure contingency:
Post-transfer positioning and checks:
Staff competency required:
Review triggers:
Assessor signature:
Manager / care-team acknowledgement: