How to Safely Transfer a Patient or Loved one — A CNA’s Guide

Transferring a patient safely from bed to chair, wheelchair, or another surface is one of the most common and important tasks for a CNA. Proper technique helps prevent injury

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to both the patient and the caregiver.

Before the Transfer: Preparation

1. Check the Care Plan:

   • Confirm the patient’s level of mobility.

   • Note any assistive devices needed (e.g., gait belt, walker).

   • Understand any special precautions (e.g., non-weight bearing, fall risk).

2. Gather Supplies:

   • Gait belt

   • Wheelchair or transfer chair (with brakes and footrests)

   • Non-slip footwear for the patient

   • Gloves (if needed for hygiene or skin conditions)

3. Ensure Safety:

   • Lock the bed and wheelchair wheels.

   • Lower the bed to the proper height so the patient’s feet touch the floor.

   • Ensure the patient is wearing non-skid socks or shoes.

During the Transfer: Step-by-Step

1. Explain the Procedure:

   • Speak clearly and calmly.

   • Let the patient know what you are going to do and how they can help.

2. Apply the Gait Belt:

   • Secure it snugly around the patient’s waist, over clothing.

   • Ensure it’s tight enough to provide support, but not restrict breathing.

3. Assist to Sitting Position:

   • Support the patient’s shoulders and legs to help them sit on the edge of the bed.

   • Allow time for the patient to sit and stabilize before standing (to avoid dizziness).

4. Position Yourself Properly:

   • Stand in front of the patient with your knees slightly bent.

   • Keep your back straight and use your legs—not your back—to lift.

   • Place your feet shoulder-width apart for balance.

5. Count Down and Stand:

   • On the count of three, assist the patient to stand by gently lifting with the gait belt while they push off the bed (if able).

   • Stay close and support the patient at all times.

6. Pivot and Transfer:

   • Pivot with the patient toward the chair or wheelchair.

   • Guide the patient to feel the seat behind their knees before sitting.

7. Lower Patient Slowly:

   • Bend your knees and slowly lower the patient into the chair.

   • Ensure their hips are all the way back and they are comfortably seated.

8. Finish the Transfer:

   • Remove the gait belt.

   • Adjust footrests and ensure the patient has everything they need (e.g., call light, blanket).

   • Document the transfer and report any issues or patient complaints to the nurse.

Safety Reminders:

• Never rush a transfer — take your time and monitor the patient’s condition.

• Ask for help if the patient is too heavy or requires more than one person.

• Always use good body mechanics to protect your back.

• Watch for signs of dizziness, fatigue, or pain during and after the transfer.