Occupational therapists are trained healthcare professionals with the knowledge and skills to assess clients and their environments, identifying the risks and benefits of appropriate equipment to optimize safety and well-being. Their assessments provide
the clinical rationale needed to support their recommendations.
As outlined in the Standard for Assessment and Intervention, occupational therapists
are expected to manage any risks as well as collaborate, and communicate with clients, other professionals, partners, and interested parties to support evidence-informed decision-making.
Occupational therapists can use or adapt the three-step example below as part of their assessment processes.
Step 1: Assess
- Does the client have a history of falls?
- What is the client's cognitive status?
- What is the client’s mobility status?
- Is there the potential for fluctuation in cognitive or mobility abilities in the future?
- What transfer methods are being used with the client?
- Are there other factors to consider such as the bed type, mattress, other devices, or furniture the transfer pole may be positioned next to?
- Will the transfer pole present a barrier to client or other’s mobility and function?
- If the pole is beside a bed, are there any gaps between the vertical pole component and the transfer surface? Is this an entrapment risk?
- Has a falls assessment been conducted?
- Has the impact of medication on the client's physical and cognitive abilities been considered?
Step 2: Analysis/Device Recommendations
- Is a transfer pole appropriate for the client and environment?
- Are there any contraindications for recommending a transfer pole for this client?
- Can the transfer pole be safely installed?
- Are there any manufacturer's recommendations for installation?
- If transfer pole is not appropriate has other equipment been considered?
- Are alternative solutions such as overhead bed trapeze, adjustable beds, or sensors being considered?
- Are there long-term care or retirement home policies that prohibit the device’s installation?
Step 3: Reassess/Education
- Reassess the client using the installed transfer pole or recommended equipment
- Provide further training to the client and caregivers if necessary
- Do the client, caregivers, and support staff have the knowledge to identify any risks with the use of the transfer pole with the client?
- Is there a plan to monitor client's safety and use? Do caregivers and support staff have the capacity to regularly monitor the equipment? For example, adequate supervision or surveillance, alarm use, and availability of support staff.