8.9 Transferring a Client Using a Mechanical Lift

Transfers Using Mechanical Aids: Overview

patient falls from lifts may cause injuries, including head trauma, fractures and death. Receive training and practice before operating a lift (floor-based full-body sling lift, overhead full-body sling lift, sit-to-stand lift)
Figure 8.9.1 Know Your Lift (Source: Kiwipoint FDA, n.d.)

Many times you will be caring for clients that cannot assist you transferring them because they cannot bear weight. Mechanical lifts are safe solutions used to move a client from one position or place to another. Most often when working for an agency, they will likely have a no-lifting policy in place. A no-lifting policy means healthcare providers are not to manually try to lift a client, as this may cause serious injury to the client and/or care provider. Wherever you are employed, be sure you know the policy related to lifting clients!

Mechanical lifting equipment may vary from agency to agency, but the principle in their use is very similar. However, knowing how to use one does not mean you will know how to use other types. You should follow the agency procedures and know the instructions of the equipment manufacturer.

Before using any mechanical lift equipment, be sure:

  • You are trained in its use.
  • The lift is in good working order.
  • The client’s weight does not exceed the lift capacity.
  • You have reviewed the client’s transfer plan (care plan).
  • You have two people to carry out the lift.
Figure 8.9.2 Caregiver Safety Tips (Source: Kiwipoint FDA, n.d.) [Image description]

Transfers Using Mechanical Aids

Depending on the risk assessment, the healthcare worker may choose to use a mechanical aid to assist with transferring a client. The following videos provide some general direction to do this. It is the HCA’s responsibility to be oriented to the equipment they are working with and always use it in a safe manner.

Watch the following videos on Transfers Using a Mechanical Lift developed by Thompson Rivers University – School of Nursing

Kim – How to use a Hammock Sling by TRU Media Production.

Kim – How to Use a Ceiling Lift by TRU Media Production.

Kim – How to Use a Hygiene Sling by TRU Media Production.

Table 8.9.1 Choosing a Sling to Be Used with the Ceiling Lift[1]
Type of Sling Indications for Use
Universal slings
  • Can be applied while the client is sitting in a wheelchair
  • Some universal slings are large enough to provide neck support
  • Different loops allow the user to adjust the client’s position (i.e., head up, flat, etc.)
  • Follow the manufacturer’s guidelines for use
Hammock slings
  • Provide more support than a universal sling
  • Fit from just above the knees to the back of the head, thus giving some neck support
  • Cannot be taken off while the client is in a wheelchair
  • Different loops allow for adjustments to the angle that the user will sit during the transfer
Hygiene slings
  • Intended to be used for transfers associated with toileting and cleaning
  • Provide relatively little support, as they have less material than a universal or hammock sling
  • Intended to provide client support for a short time only

Special Considerations:

  • All mechanical aids have weight restrictions. Check your agency equipment and guidelines.
  • All equipment has specific manufacturer’s guidelines for use.
  • It is the agency’s responsibility to provide resources for orientation to use all equipment.
  • It is the healthcare worker’s responsibility to be oriented to the use of all equipment being used.
Figure 8.9.3 Select Patient’s Sling Size [Image description]

Critical Thinking Exercises

  1. When using a ceiling lift, provide the rationale for your choice of the type of sling you should use when:
    1. transferring a client to a shower chair;
    2. transferring a client to a wheelchair.

Image Descriptions

Figure 8.9.2 Caregiver Safety Tips

Using lifts for these activities may help caregivers avoid back injury:

  • lifting from floor
  • bed-chair transfer
  • lateral transfer
  • lifting limbs
  • toileting/bathing
  • repositioning

DO NOT push, pull or lift weight while…

  • off-balance or lean forward
  • twisting and/or reaching
  • entrapped in a confined space

Work as close to patient as possible to avoid stress of leaning.

[Back to Figure 8.9.2]

Figure 8.9.3  Select Patient’s Sling Size

  1. Assess patient’s size, weight and hip measurement.
  2. Choose size of sling based on manufacturer recommendation for patient’s measurements. Choosing correct sling size is critical for safe patient transfer.
    • Sling too large: patient may slip out.
    • Sling too small: patient may fall out. Sling may worsen patient’s condition.
    • If between sizes: smaller size may keep patient more secure.

Using the wrong sling or attaching the sling incorrectly may cause an accident that can result in serious injury or death.

[Back to Figure 8.9.3]


  1. (Data source: Stewart, 2018)
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Personal Care Skills for Health Care Assistants Copyright © 2023 by Tracy Christianson and Kimberly Morris, Thompson Rivers University. is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License, except where otherwise noted.

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