BASIC CLIENT MANUAL HANDLING PLAN 2026

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  1. Click ‘Get Form’ to open the BASIC CLIENT MANUAL HANDLING PLAN in the editor.
  2. Begin by entering the client’s name and date of birth at the top of the form. This information is crucial for identifying the individual being assessed.
  3. Fill in the client's weight, height, and any relevant medical history, including medications and history of falls. This section helps in understanding the client's physical condition.
  4. Proceed to assess sensory functions such as vision, hearing, and speech. Indicate any specific needs or precautions that should be noted for each area.
  5. In the 'Activity' section, detail the level of assistance required for feeding, grooming, showering, dressing, toileting, mobility, transfers, and walking. Clearly mark whether assistance is needed or if the client is independent.
  6. Finally, complete the assessment by signing off with your name and position along with the date completed. Don’t forget to set a date for the next review.

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An easy way to remember the principles of manual handling is by remembering the 5 Ps plan, position, pick, proceed and place.
Manual handling is any activity where you lower, push, pull, hold or restrain an item. Placing something on a shelf, painting, gardening, cleaning, writing and typing are all examples of manual handling. More people are injured by hazardous manual tasks than by any other workplace hazard.
Manual Handling Principles | Intro Plan plan your lift adequately. Position centre the body feet correctly. Pick lift item using good posture. Proceed move toward desired location. Place set object down safely.
The golden rule of manual handling: always bend your knees, not your back. Squat down to pick up the object, keeping your back straight and shoulders aligned with your hips. Avoid bending at the waist, which puts excess strain on your lower back. Hold the object as close to your body as possible.
1. Assess the Risk. Before you even think of lifting or moving something, take a minute to look around you and spot any potential hazards.

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These principles can be adapted to suit the actual task. Think before handling/lifting. Keep the load close to your waist for as long as possible while lifting. Adopt a stable position. Ensure a good hold on the load.

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