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Patient Transfers

Professional Practice

Patient transfers involve assisting clients with limited mobility to get on and off the treatment table, reposition during treatment, or move between seated and standing positions. Safe transfer technique protects both the client and the therapist. For RMTs working with elderly, post-surgical, neurological, or wheelchair-using clients, transfer competence is a daily clinical skill — not an occasional consideration.

Why This Matters for MTs

  • Client safety: Falls from treatment tables are a preventable cause of injury. Elderly clients, post-surgical clients, and clients with neurological conditions are at elevated risk.
  • Therapist safety: Improper body mechanics during transfers are a leading cause of therapist injury, particularly low back strain. The physical demands of assisting transfers accumulate over a career.
  • Scope of practice: RMTs must be competent in basic transfer techniques. If a client cannot safely transfer with the assistance you can provide, you must arrange additional help or modify the treatment setting (e.g., treat in a wheelchair or seated position).
  • Client dignity: Transfers can be embarrassing and anxiety-provoking for clients. Competent, confident transfer assistance preserves dignity and trust.

Key Principles

Body Mechanics for the Therapist

Before assisting any transfer, ensure your own body mechanics are sound:
  • Wide base of support — feet shoulder-width apart, one foot slightly ahead of the other (staggered stance)
  • Bend at the hips and knees, not the waist — keep your back in neutral
  • Keep the client close to your body — reduce the moment arm; the further the load from your center of mass, the greater the spinal load
  • Use your legs, not your back — power the movement from your quadriceps and glutes
  • Do not twist — pivot your feet instead of rotating your trunk under load
  • Communicate before moving — use a countdown: "On three, we'll stand together. One, two, three."
  • Lock the table and remove hazards — ensure wheels are locked (if applicable), the step stool is stable, and the floor is dry

When to Ask for Help

Ask for a second person or modify the treatment setting when:
  • The client weighs significantly more than you can safely support
  • The client has no weight-bearing ability on one or both legs
  • The client is confused, combative, or unable to follow instructions
  • The client has had a recent fall and is afraid to transfer
  • You have a pre-existing injury that limits your lifting capacity
  • The transfer requires more than a pivot (e.g., full lift from wheelchair to table)
There is no shame in asking for help. Attempting a transfer beyond your capacity puts both you and the client at risk.

Clinical Application

Transfer Types

#### 1. Stand-Pivot Transfer (Most Common in MT) Used for clients who can bear weight on at least one leg but need assistance with balance or stability. Indications: Elderly clients, mild balance deficits, post-surgical (hip, knee) with weight-bearing clearance, general deconditioning. Procedure: 1. Position the treatment table at appropriate height — ideally at the client's mid-thigh level so they can sit on the edge 2. Place a stable step stool if the table is higher 3. Stand facing the client. Place your feet in a staggered stance with your knees slightly bent. 4. Have the client place their hands on your shoulders (NOT around your neck — this can injure your cervical spine if they pull) 5. Place your hands at the client's waist or on a gait belt if one is available 6. Count "one, two, three" and assist the client to stand 7. Once standing, the client pivots to sit on the edge of the table 8. Assist the client to lie down by supporting their upper body as they lower and swing their legs up Verbal script: > "I'm going to help you get up onto the table. First, sit on the edge of the chair. Good. Now place your hands on my shoulders — not around my neck. I'll hold your waist. On three, we'll stand up together. Ready? One, two, three — up. Good. Now let's turn so you can sit on the table. Take small steps. Great. Now I'll help you lie back — I'll support your shoulders as you swing your legs up." #### 2. Seated Transfer (Wheelchair to Table) Used for clients who transfer from a wheelchair but can assist with upper body strength. Indications: Wheelchair users with upper body strength, lower limb amputees, some SCI clients. Procedure: 1. Position the wheelchair at a 30-45 degree angle to the table, brakes locked, footrests removed or swung away 2. Lower the treatment table to wheelchair seat height if possible 3. Place a transfer board (sliding board) between the wheelchair seat and the table if available 4. The client pushes up on the wheelchair armrest and slides across to the table 5. Assist by stabilizing the transfer board and guiding the client's movement — do not lift 6. Once seated on the table, assist with positioning as needed If no transfer board is available:
  • The client can often scoot to the edge of the wheelchair and pivot-transfer with your assistance
  • Stand in front of the client, use a gait belt, assist to standing (if they can briefly bear weight), and pivot to the table
#### 3. Supine to Sitting (On the Table) Used when the client needs to change from lying to sitting during or after treatment. Procedure: 1. Ask the client to roll onto their side (assist if needed by guiding at the shoulder and hip) 2. The client drops their feet off the edge of the table 3. The client pushes up with their arm to come to sitting as their legs lower — this uses momentum and minimizes spinal stress 4. Support the client at the shoulder during the transition 5. Have the client sit at the edge for a moment before standing — check for dizziness Verbal script: > "We're going to help you sit up. First, roll onto your side — I'll guide you. Good. Now let your legs come off the edge of the table while you push up with your arm. I've got your shoulder. Take a moment to sit here before standing — any dizziness?" #### 4. Modified Treatment Positions (When Transfer Is Not Safe) If a safe transfer to the treatment table is not possible, modify the treatment setting:
  • Treat in the wheelchair: Approach from behind for upper back, neck, and shoulder work. Use pillows for support.
  • Treat in a recliner or high-backed chair: The client remains seated throughout. Access anterior and lateral structures.
  • Use a hydraulic table: If available, lower the table to the lowest position to minimize the transfer height.
  • Floor-level mat: For clients who can safely lower to and rise from the floor (some neurological rehabilitation settings use this approach).

Fall Prevention

  • Step stools: Use only stable, non-slip step stools. Hold the client's arm as they step up/down. Never let a client use an office chair or stacked pillows as a step.
  • Dizziness after treatment: Orthostatic hypotension is common after massage (especially in relaxation massage, pregnancy, and clients on antihypertensives). Always assist the client to sit at the table edge for 30-60 seconds before standing.
  • Environmental scan: Before every session, check for tripping hazards: loose cords, throw rugs, wet floors, table accessories on the floor, bolsters in the walkway.
  • Emergency protocol: If a client begins to fall during transfer, do NOT try to catch their full weight — guide them to the floor as safely as possible. Protect their head. Call for help. Document the incident.

Specific Populations

Elderly clients:
  • Allow extra time for transfers — rushing increases fall risk
  • Orthostatic hypotension is common; always transition from lying to sitting to standing gradually
  • Ensure adequate lighting — dim rooms increase fall risk
  • Consider a table with adjustable height (hydraulic) as a clinical investment
Post-surgical clients (hip/knee replacement):
  • Follow the surgeon's weight-bearing and ROM restrictions
  • Hip replacement clients: avoid hip flexion >90 degrees, internal rotation, and adduction past midline during transfers (posterior approach precautions)
  • Knee replacement clients: may have difficulty with step stools; lower the table
Neurological conditions (stroke, MS, Parkinson's):
  • Assess the client's functional side — assist from the weaker side
  • Clients with Parkinson's may freeze during transfers; use rhythmic cues ("step, step, step") rather than rushing
  • Spasticity may cause the client's limbs to move unexpectedly during transfers; anticipate and stabilize
  • See stroke, MS, Parkinson's disease
Wheelchair users:
  • Ask the client what transfer method they prefer — many wheelchair users have a well-practiced transfer technique
  • Always lock wheelchair brakes and remove/swing footrests before transferring
  • Do not grab the wheelchair during the transfer — it may tip

FOMTRAC Alignment

PC Description How This Article Addresses It
3.1e Assist with patient transfers Transfer types, procedures, body mechanics, verbal scripts
1.2k Body mechanics Therapist body mechanics during transfers
3.1a Client safety Fall prevention, environmental scan, emergency protocol

CMTO Exam Relevance

  • MCQ: Expect questions on safe transfer principles. Common stem: "An elderly client is having difficulty getting on the treatment table — what is the most appropriate action?" (answer: assist with stand-pivot transfer using proper body mechanics / lower the table / modify treatment position). Also: "What is the first step before assisting a client transfer?" (answer: ensure the environment is safe — brakes locked, step stool stable, no tripping hazards)
  • OSCE: Transfer assistance may be assessed as part of a practical station, particularly for geriatric or post-surgical scenarios. Examiners look for: communication before moving, proper body mechanics, client dignity, and dizziness check after repositioning.
  • Common trap: Attempting a transfer beyond your capacity rather than modifying the treatment setting. The correct answer always prioritizes safety over treatment access.

Key Takeaways

  • The stand-pivot transfer is the most common transfer in MT practice — master the procedure and verbal communication
  • Therapist body mechanics (wide base, bend at hips/knees, keep the client close, do not twist) protect your career
  • When a safe transfer is not possible, modify the treatment setting rather than risking injury
  • Always check for dizziness when transitioning clients from lying to sitting to standing
  • Ask wheelchair users about their preferred transfer method — they are the experts on their own mobility

Sources

  • Kisner, C., Colby, L. A., & Borstad, J. (2018). Therapeutic exercise: Foundations and techniques (7th ed.). F.A. Davis.
  • Cameron, M. H., & Monroe, L. G. (2007). Physical rehabilitation: Evidence-based examination, evaluation, and intervention. Saunders/Elsevier.
  • Somers, M. F. (2001). Spinal cord injury: Functional rehabilitation (2nd ed.). Prentice Hall.
  • Rattray, F., & Ludwig, L. (2000). Clinical massage therapy: Understanding, assessing and treating over 70 conditions. Talus Incorporated.