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:

STANDING TRANSFER AID: SARA STEDY / TA180 TYPE
Exact make/model and safe working load:
Transfer(s) covered:
Foot placement:
Knee support position:
Seat / paddle position:
Hand placement and grip:
Minimum weight-bearing ability:
Trunk control and sitting / standing balance:
Ability to follow instructions:
Starting surface height and destination:
Step-by-step technique:
Number of carers assessed as required:
Do-not-use criteria for this person:
Contingency if standing cannot be achieved or sustained:
Cleaning / inspection / maintenance checks:
Staff competency required:
Review triggers:
Assessor signature: