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HSE-391 · Lesson 11 of 12 · 24 min

Equipment care and availability

▶ Video coming soon A video version of this lesson is on the way.

Every lesson in this course has ended in the same place: use the equipment. That advice only works if the equipment is there when it is needed, in working order, charged, with the right sling, clean and close at hand. When it is not, staff fall back on lifting by hand, and the program fails one shortcut at a time. Lina's broken ceiling lift in Lesson 2 and room 412's lift outage in Lesson 4 were not bad luck. They were the predictable result of equipment that nobody owned.

Research on safe patient handling programs keeps finding the same thing: the most common reason staff give for lifting by hand is that the equipment was not available, was too far away, or took too long to get. This lesson covers how Northbridge decides how much equipment each unit needs, where to store it, how to keep it charged, inspected and maintained, how slings are managed, what to do when equipment fails, and how to measure whether equipment is really available when staff need it.

How much equipment is enough?

The amount of equipment a unit needs depends on its patients and the tasks staff do, not on what the unit happened to buy years ago. Grace uses the mobility assessments from Lesson 3 to work it out. A unit where most patients are level 1 or 2 needs full lifts in or near every room; a unit where most patients walk with help needs walking aids, sit-to-stand aids and a smaller number of lifts.

Common rules of thumb used by safe patient handling programs, and the ones Northbridge adopted, are:

  • Ceiling lifts in every room on units where many patients are dependent, such as intensive care, long-term care and rehabilitation, and in all bariatric rooms. Ceiling lifts are always there, cannot be borrowed by another unit and take up no floor space, which is why staff use them far more often than floor lifts.
  • At least one floor lift for every 8 to 10 patients who need a full lift on units without ceiling lifts, plus at least one on every unit for falls and for rooms without ceiling track.
  • At least one sit-to-stand aid for every 8 to 10 patients who need one.
  • Enough slide sheets and other friction-reducing devices for every patient who needs repositioning, so they can stay with the patient rather than being shared.
  • At least two slings of each type and size in use for every patient who needs one, so one can be in the laundry while the other is in use.

The numbers are a starting point. A unit with long corridors, rooms far from the storage area or frequent falls needs more. The test is not the count but whether staff can get the right item in a few minutes.

Storage near the point of use

Equipment that is stored far away is not used. A worker who has to walk to the end of the corridor, unlock a room and untangle a lift from three wheelchairs is tempted to manage without it, especially at night with a call bell ringing. Northbridge's policy says that full and standing lifts must be stored on the unit, within about 30 meters (100 feet) of every room where they are used, in a space that is easy to get into and that is not also used for linen, beds and supplies.

Good storage has:

  • A marked spot for each lift, with a floor outline or a sign, so it is obvious when one is missing.
  • A charging point at each spot, so that the lift charges whenever it is parked.
  • Sling storage beside the lifts, with slings sorted by type and size on labeled hooks or shelves.
  • Room to get the lift in and out without moving other things.
  • A clipboard or electronic log for equipment problems.

When 4 West was renovated, the old storage cupboard at the far end of the unit was replaced by two equipment alcoves, one at each end of the corridor, each with a floor lift, a sit-to-stand aid and charging points. The time staff spent fetching a lift fell from about four minutes to under one, and the number of manual lifts reported by staff dropped.

Batteries and charging

Most lifts run on rechargeable batteries. A flat battery is one of the most common reasons a lift is not available, and it tends to happen at the worst moment, in the middle of a transfer or during the night. A lift that stops with a patient in the air must be lowered with its emergency lowering control, which staff must know how to use (Lesson 4).

Northbridge's charging rules are simple:

  • Floor lifts and sit-to-stand aids are parked on charge whenever they are not in use. The spare battery, where the model has one, is kept charged on the wall charger.
  • Ceiling lifts are returned to their charging point at the end of the track after each use, or have a track that charges along its length.
  • Staff check the battery indicator before each use, as part of the pre-use check, and do not start a transfer with a low battery.
  • Batteries are replaced on the schedule the manufacturer recommends, often every two to four years, even if they still seem to work, because old batteries lose capacity without warning.

Pre-use checks, inspection and maintenance

Equipment safety depends on three levels of checking, each done by different people. The table shows what each covers at Northbridge.

LevelWhoWhenWhat
Pre-use checkThe worker using itBefore every useVisible damage, battery level, brakes, emergency stop and lowering control, sling label and condition
Routine inspectionUnit equipment championWeekly or monthlyCleanliness, charging, labels, missing parts, sling stock and condition, log entries
Preventive maintenanceClinical engineering or the service contractorAt least yearly, or as the manufacturer saysFull inspection, function and load tests, motors, straps, track and fixings, recall actions

The pre-use check takes less than a minute and is the last chance to catch a fault before a patient is in the air. Lessons 4 and 5 described it in detail. The routine inspection is done by a trained champion on each unit, who also checks that slings are on hand and that the equipment log is up to date. Preventive maintenance is done by clinical engineering or a contractor according to the manufacturer's instructions; for most lifts, this includes a yearly inspection and a load test, and ceiling lift track and fixings are inspected when they are installed and at regular intervals afterwards.

Lifts and slings are medical devices, and the international standard ISO 10535 sets out how they must be designed, tested and labeled. The FDA publishes recalls and safety communications about lifts and slings, and Northbridge's clinical engineering department checks every notice against its inventory. Minnesota's safe patient handling law requires an adequate supply of equipment, and The Joint Commission expects hospitals to maintain medical equipment according to a documented program.

Every lift and every sling carries an identification number, so that inspection records, repairs and recall actions can be tracked for each one.

Managing slings

Slings are the part of the system most likely to be missing or worn. They are washed often, travel through the laundry, get borrowed between units, wear out, and are sometimes thrown away by mistake or taken home with a patient. Lesson 5 covered choosing and inspecting slings. The program side is about keeping enough of them in good condition.

  • Labels. Each sling has a label showing the type, size, safe working load, manufacturer and identification number, and space to record inspection dates. A sling whose label is missing or unreadable is taken out of service, because nobody can tell what it is rated for.
  • Laundry. Slings are washed according to the manufacturer's instructions; hot temperatures, bleach and tumble drying can damage the fabric and stitching. The laundry inspects slings as they are folded and pulls damaged ones. Marta's week in the laundry includes sling inspection, and she knows to set aside any sling with fraying, cuts, broken stitching or a damaged loop or clip.
  • Single-patient slings. Patients in isolation or with heavy soiling often get their own disposable or single-patient slings, which are discarded at discharge.
  • Stock and tracking. Each unit has a par level for each type and size, and the champion checks it weekly. Some hospitals use barcodes or tags to track slings through the laundry.
  • Retirement. Slings are retired at the end of their service life, as set by the manufacturer, or earlier if they fail inspection.

Cleaning

Lifts and other equipment move from patient to patient and are touched by many hands, so they can spread infections. Lifts are cleaned with the hospital's approved disinfectant wipes after each patient, focusing on handles, controls and the spreader bar, and terminally cleaned with the room when an isolation patient leaves. Slings follow the laundry rules above. Environmental services and nursing agree in writing who cleans what, so that nothing falls between them.

When equipment fails

Equipment will fail sometimes, and the program needs a clear response so that staff are not left to improvise. At Northbridge:

  • Stop. If a lift fails the pre-use check, or stops working during use, it is not used again. If a patient is in the sling, staff use the emergency lowering control to bring them down safely.
  • Tag it. The lift is tagged out of service with a dated tag saying what is wrong, so nobody else uses it.
  • Report it. The worker tells the charge nurse and reports the fault to clinical engineering through the work order system, and records it in the unit's equipment log.
  • Replace it. The charge nurse borrows from another unit or the equipment pool. The plan for the patient changes to a method that is safe with the equipment available, which may mean a delay.
  • Learn. The committee reviews equipment faults every quarter. Repeated faults with one model, or long repair times, lead to changes in maintenance, spare stock or purchasing.

A failed lift is never a reason to lift a patient by hand, except to remove them from immediate danger.

Measuring availability

The equipment list says what a unit has. It does not say whether staff can find it, working and charged, when they need it. Grace measures availability directly with short audits: unannounced, on different shifts, she or a champion picks a task (such as a full lift transfer in a particular room) and times how long it takes to have the right lift and sling, charged and checked, at the bedside. She also counts lifts on charge, slings at par level and overdue inspections.

# Equipment availability audits, three units, one month (unannounced, all shifts)
audits = {
    # unit: list of (minutes to get the right lift and sling to the bedside, lift charged?)
    "4 West": [(1.5, True), (0.8, True), (2.0, True), (6.5, False), (1.2, True), (0.9, True)],
    "3 East": [(4.5, True), (7.0, True), (3.8, False), (9.5, False), (5.2, True), (4.0, True)],
    "Birch":  [(0.5, True), (0.7, True), (1.0, True), (0.6, True), (2.5, True), (0.8, True)],
}
TARGET = 2.0      # minutes
for unit, rows in audits.items():
    times = sorted(t for t, _ in rows)
    median = (times[2] + times[3]) / 2
    within = sum(1 for t in times if t <= TARGET)
    charged = sum(1 for _, c in rows if c)
    print(f"{unit:7} median {median:4.1f} min  within target {within}/{len(rows)}  "
          f"charged {charged}/{len(rows)}")
Output
4 West  median  1.4 min  within target 5/6  charged 5/6
3 East  median  4.8 min  within target 0/6  charged 4/6
Birch   median  0.8 min  within target 5/6  charged 6/6

The results matched what staff had been saying. Birch, where most rooms have ceiling lifts, had equipment at the bedside in under a minute almost every time. 4 West, after its renovation, was close to target except for one night audit when the lift had been left off charge. 3 East, with one floor lift stored at the far end of the unit and a shared charger, took four to ten minutes and twice found the lift flat. The committee recommended a second floor lift and a second charging alcove for 3 East, and the unit started a charging check at each shift handover.

Worked problem

The missing slings on 3 East

During a routine inspection, the 3 East champion finds that the unit's par level is four medium and four large full-body slings, but only one medium and two large are on the hooks. Two night shifts in a row have reported using a large sling on a patient who needed a medium, and one sling on the hook has a frayed leg strap. What should happen?

Show solution
  1. Take the frayed sling out of service at once, tag it and send it for disposal, because it fails inspection.
  2. Find the missing slings. The champion checks the laundry, patients' rooms and neighboring units, and finds two medium slings in the laundry's damaged pile and one large sling in a discharged patient's room awaiting cleaning.
  3. Stop the wrong-size use. A large sling on a patient who needs a medium can let them slip out through the leg openings. The charge nurse borrows medium slings from the pool so the right size is available tonight.
  4. Fix the cause. The champion reports the shortfall to the committee. The causes are slow laundry return, slings left in rooms after discharge, and no one ordering replacements for retired slings. The unit sets up a weekly stock check, environmental services add slings to the discharge cleaning checklist, and purchasing sets a standing order to replace retired slings.

Answer: Remove the frayed sling, recover the missing ones, borrow the correct size from the pool now, and fix the system: weekly stock checks, slings on the discharge checklist and a standing order for replacements.

Common mistakes

  • MistakeBuying equipment once and assuming the job is done.

    InsteadPlan numbers from patient needs, then keep equipment stored, charged, inspected and replaced.

  • MistakeStoring lifts in a crowded room at the end of the unit.

    InsteadStore them close to where they are used, in marked spots with charging points.

  • MistakeUsing a sling with a missing or unreadable label.

    InsteadTake it out of service; its type, size and rating cannot be confirmed.

  • MistakeLeaving a broken lift for the next shift without tagging it.

    InsteadTag it out of service, report it and log it so nobody else uses it.

  • MistakeJudging availability from the equipment list.

    InsteadAudit how long it really takes to get working equipment to the bedside.

Summary and key terms

  • Staff lift by hand mostly when equipment is unavailable, too far away or takes too long to get, so availability is a core part of the program.
  • The amount of equipment comes from patients' mobility levels and tasks, with ceiling lifts in rooms with many dependent patients.
  • Lifts must be stored close to where they are used, in marked spots with charging points and slings beside them.
  • Charging rules, battery checks and battery replacement prevent the most common cause of unavailable lifts.
  • Pre-use checks by users, routine inspections by champions and preventive maintenance by biomedical staff each catch different faults.
  • Sling programs need labels, careful laundering, par levels, tracking and retirement.
  • A failed lift is stopped, tagged, reported and replaced, never worked around by lifting by hand.
  • Availability audits time how long it takes to get the right working equipment to the bedside.
Point of use
The place where equipment is needed; good storage keeps equipment close to it.
Pre-use check
A quick check by the worker before each use of a lift or sling.
Preventive maintenance
Scheduled inspection, testing and servicing by trained technicians.
Par level
The number of each item a unit should have on hand.
Tag out of service
Attaching a dated tag to faulty equipment so nobody uses it until it is repaired.
Availability audit
An unannounced check of how quickly the right working equipment can be brought to a patient.

Practice problems

Work each problem on paper first, then reveal the answer to check.

  1. What is the most common reason staff give for lifting by hand?

    Show answer

    The equipment was not available, too far away or too slow to get.

  2. Why are ceiling lifts used more than floor lifts?

    Show answer

    They are always in the room, cannot be borrowed, need no storage and take no floor space.

  3. List four features of good lift storage.

    Show answer

    Any four of: close to rooms, marked spot, charging point, slings beside it, easy access, a problem log.

  4. Name the three levels of equipment checking and who does each.

    Show answer

    Pre-use check by the user, routine inspection by the unit champion, preventive maintenance by biomedical engineering or a contractor.

  5. What should happen to a sling whose label cannot be read?

    Show answer

    It is taken out of service, because its type, size and rating cannot be confirmed.

  6. In the audit script, which unit was furthest from the target and why?

    Show answer

    3 East, because it had one floor lift stored at the far end and a shared charger, so the lift was slow to fetch and sometimes flat.

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