JARREDapril 8 SESSION PLAN

Plan
Training
Session
Name: _________________________Date: ______________
Sample Data Gathering Instrument for Trainee’s

Characteristics
Please answer the following instrument according to the
characteristics described below. Encircle the letter of your choice that best
describes you as a learner. Blank spaces are provided for some data that
need your response.
Characteristics of learners
Language, Average grade in: Average grade in:

literacy and English Math
numeracy (LL&N)
a. 95 and above a. 95 and above
b. 90 to 94 b. 90 to 94
c. 85 to 89 c. 85 to 89
d. 80 to 84 d. 80 to 84
a. 75 to 79 e. 75 to 79
Cultural and Ethnicity/culture:

language
background
a. Cebuano
b. Ilonggo
c. Blaan
d. Muslim
e. Tiboli
f. Others( please specify)_____________
Education & Highest Educational Attainment:

general a. High School Level
knowledge
b. High School Graduate
c. College Level
d. College Graduate
e. with units in Master’s degree
f. Masteral Graduate
g. With units in Doctoral Level
Health Care Date Developed: Document No. GSNSAT-PM-0081

February 14, 2024 Issued by:
Service NCII Date Revised:
Page 2 of vii
Assist in Developed by:
GSNSAT
Transporting Jharred Ruth
Patient Ventura Revision # 00
h. Doctoral Graduate
Sex a. Male
b. Female
Age Your age: 42
Physical ability 1. Disabilities (if any) _____________________
2. Existing Health Conditions (Existing illness
if any)
a. None
b. Asthma
c. Heart disease
d. Anemia
e. Hypertension
f. Diabetes
g. Others (please specify) ___________________
Number of years as a competency trainer
Previous
experience with ______
the topic
Previous List down trainings related to your

learning qualification
experience ___________________________
___________________________
___________________________
National Certificates acquired and NC level
Training Level
completed Health care and servicing NC11
Special courses Other courses related to your qualification

a. Units in education
b. Master’s degree units in education
c. Others (please specify)
_________________________
Learning styles a. Visual - The visual learner takes mental

pictures of information given, so in order
for this kind of learner to retain
information, oral or written, presentations
of new information must contain diagrams
and drawings, preferably in color. The
visual learner can't concentrate with a lot
of activity around him and will focus better

Page 3 of vii
GSNSAT
and learn faster in a quiet study

environment.
b. Kinesthetic - described as the students in
the classroom, who have problems sitting
still and who often bounce their legs while
tapping their fingers on the desks. They are
often referred to as hyperactive students
with concentration issues.
c. Auditory- a learner who has the ability to
remember speeches and lectures in detail
but has a hard time with written text.
Having to read long texts is pointless and
will not be retained by the auditory learner
unless it is read aloud.
d. Activist - Learns by having a go
e. Reflector - Learns most from activities
where they can watch, listen and then
review what has happened.
f. Theorist - Learns most when ideas are
linked to existing theories and concepts.
g. Pragmatist - Learns most from learning
activities that are directly relevant to their
situation.
Other needs a. Financially challenged
b. Working student
c. Solo parent
d. Others (please specify)
___________________________

Page 4 of vii
GSNSAT
FORM 1.1 SELF-ASSESSMENT CHECK
INSTRUCTIONS: This Self-Check Instrument will give the trainer necessary

data or information which is essential in planning training
sessions. Please check the appropriate box of your answer
to the questions below.
BASIC COMPETENCIES
CAN I…? YE NO
S
1. PARTICIPATE IN WORKPLACE COMMUNICATION

*Obtain and convey workplace information
*Participate in workplace meetings and discussions
*Complete relevant work-related documents
2. WORK IN TEAM ENVIRONMENT
*. Describe team role and scope
*. Describe team role and scope
*Work as a team member
3. PRACTICE CAREER PROFESSIONALISM
*Integrate personal objectives with organizational
goals
*Set and meet work priorities
*Maintain professional growth and development
4. PRACTICE OCCUPATIONAL HEALTH AND SAFETY
PROCEDURES
*Identify hazards and risks
*Evaluate hazards and risks
*Control hazards and risks
*Maintain OHS awareness
COMMON COMPETENCIES
1.IMPLEMENT AND MONITOR INFECTION CONTROL
* Provide information to the work group about the

organization's infection control policies and procedures.

Page 5 of vii
GSNSAT
BASIC COMPETENCIES
CAN I…? YE NO
S
* Provide information to the work group about the

organization's infection control policies and procedures.
*. Integrate the organization's infection control policy and

procedure into work practices
*Monitor infection control performance and implement

improvements in practices
2.RESPOND EFFECTIVELY TO DIFFICULT/

CHALLENGING BEHAVIOR
* Plan responses
* Apply response
* Report and review
3.APPLY BASIC FIRST AID
* Assess the situation
* Apply basic first aid techniques
* Communicate details of the incident
4.MAINTAIN HIGH STANDARDS OF PATIENT SERVICES
* Communicate appropriately with patients
* Establish and maintain good interpersonal

relationship with patients
* Act in a respectful manner at all times
* Evaluate own work to maintain a high standard of

patient service

Page 6 of vii
GSNSAT
BASIC COMPETENCIES
CAN I…? YE NO
S
CORE COMPETENCIES
1.PREPARE AND MAINTAIN BEDS
* Prepare area for bed making
* Make bed
*Perform after-care activities
Note: In making the Self-Check for your Qualification, all required competencies
should be specified. It is therefore required of a Trainer to be well- versed
of the CBC or TR of the program qualification he is teaching.
/

Page 7 of vii
GSNSAT
Evidences/Proof of Current Competencies (Sample)
Form 1.2: Evidence of Current Competencies acquired related to

Job/Occupation
BASIC COMPETENCES
Current Proof/Evidence Means of validating

competencies
PARTICIPATE IN National Certificate Interview
WORKPLACE Employment Certificate Demonstration
COMMUNICATION
WORK IN TEAM National Certificate Role play

ENVIRONMENT Employment Certificate Demonstration
Interview
PRACTICE National Certificate Role play
CAREER Employment Certificate Demonstration
PROFESSIONALIS
M Interview
Written examination
PRACTICE National Certificate Role play
OCCUPATIONAL Employment Certificate Demonstration
HEALTH AND
SAFETY Interview
PROCEDURES Written examination
COMMON COMPETENCIES

competencies
IMPLEMENT AND IMPLEMENT AND Role play
MONITOR MONITOR INFECTION Demonstration
INFECTION CONTROL POLICIES
CONTROL AND PROCEDURES Interview
POLICIES AND Written examination
PROCEDURES
RESPOND National Certificate Role play
EFFECTIVELY TO Employment Certificate Demonstration
Page 8 of vii
GSNSAT
DIFFICULT/ Interview
CHALLENGING
BEHAVIOR
APPLY BASIC National Certificate Role play
FIRST AID Employment Certificate Demonstration
Interview
Written examination
MAINTAIN HIGH National Certificate Role play
STANDARDS OF Employment Certificate Demonstration
PATIENT
SERVICES Interview
Written examination
CORE COMPETENCIES

competencies
PREPARE AND National Certificate Role play
MAINTAIN BEDS Employment Certificate Demonstration
Interview
Written examination
ASSIST IN National Certificate Role play
PATIENT Employment Certificate Demonstration
MOBILITY
Interview
Written examination
ASSIST IN National Certificate Role play
TRANSPORTING Employment Certificate Demonstration
PATIENTS
Interview
Written examination
ASSIST IN BIO- National Certificate Role play
PSYCHOSOCIAL Employment Certificate Demonstration
SUPPORT CARE
OF PATIENTS Interview
Written examination

Page 9 of vii
GSNSAT
Identifying Training Gaps
From the accomplished Self-Assessment Check (Form 1.1) and the

evidences of current competencies (Form 1.2), the Trainer will be able to
identify what the training needs of the prospective trainee are.
Form 1.3 Summary of Current Competencies Versus Required

Competencies (Sample)
Required Units of Current Training

Competency/Learning Competencies Gaps/Requirements
Outcomes based on
CBC
1. BASIC COMPETENCIES
1. PARTICIPATE IN Obtain and
WORKPLACE convey
COMMUNICATI workplace
ON information
Participate in
workplace
meetings and
discussions
Complete
relevant work-
related
documents
2. WORK IN TEAM Describe team
ENVIRONMENT role and scope
identify own
role and
responsibility
within team
Work as a team
member
PRACTICE Integrate
CAREER personal
PROFESSIONAL objectives with
ISM organizational
goals

Service NCII Date Revised: Page 10 of
Assist in GSNSAT vii
Developed by:
Set and meet
work priorities
Maintain
professional
growth and
development
PRACTICE Identify hazards
OCCUPATIONA and risks
L HEALTH AND
SAFETY
PROCEDURES
. Evaluate
hazards and
risks
Control hazards
and risks

Outcomes based on
CBC
COMMON
COMPETENCIES
IMPLEMENT AND Provide

MONITOR INFECTION information to
CONTROL POLICIES the work group
AND PROCEDURES about the
organization's
infection control
policies and
procedures.
integrate the
organization's
infection control
policy and
procedure into
work practices
Monitor

Developed by:
infection control
performance
and implement
improvements
in practices
RESPOND EFFECTIVELY Plan responses
TO DIFFICULT/
CHALLENGING
BEHAVIOR
Apply response
Report and
review incidents
APPLY BASIC FIRST AID Assess the

situation
Apply basic first

aid techniques
Communicate
details of the
incident
MAINTAIN HIGH . Communicate
STANDARDS OF appropriately
PATIENT SERVICES with patients
Establish and .
maintain good
interpersonal
relationship
with patients
Act in a
respectful
manner at all
times
Evaluate own .
work to
maintain a high
standard of
patient service

Developed by:
Outcomes based on
CBC
CORE
COMPETENCIES
PREPARE AND Prepare area for bed making
MAINTAIN BEDS
Make bed
Perform after-care activities
COLLECT AND Collect soiled linen

MAINTAIN LINEN
STOCKS AT END-USER
LOCATIONS Distribute clean linen
. Maintain linen stock levels
ASSIST IN PATIENT . Prepare to assist with

MOBILITY patient mobility
Assist with patient mobility
Complete patient mobility

assistance
ASSIST IN Prepare patient for transport

TRANSPORTING
PATIENTS
. Assist in patient transport
. Perform posttransport
procedures
ASSIST IN BIO- Establish and maintain

PSYCHOSOCIAL rapport with the patient
SUPPORT CARE OF
PATIENTS Obtain information
regarding the
biopsychosocial needs of the

Developed by:
patient
Provide assistance to meet
patient needs as directed
HANDLE WASTE IN A Determine job

HEALTH CARE
ENVIRONMENT
Identify and segregate waste
. Transport and store waste
Using Form No.1.4, convert the Training Gaps into a Training Needs/
Requirements. Refer to the CBC in identifying the Module Title or Unit of
Competency of the training needs identified.
Form No. 1.4: Training Needs (Sample)
Training Needs Module Title/Module of

Instruction
(Learning Outcomes)
Prepare area for bed making 1. PREPARE AND MAINTAIN
BEDS
Make bed
Perform after-care activities
Collect soiled linen 2. COLLECT AND MAINTAIN

LINEN STOCKS AT END-
. Distribute clean linen
USER LOCATIONS
Maintain linen stock levels
Prepare to assist with patient mobility 3. ASSIST IN PATIENT

MOBILITY
Assist with patient mobility
Complete patient mobility assistance
Prepare patient for transport ASSIST IN TRANSPORTING

Developed by:
. Assist in patient transport PATIENTS
Perform posttransport procedures
Establish and maintain rapport with ASSIST IN BIO-PSYCHOSOCIAL

the patient SUPPORT CARE OF PATIENTS
Obtain information regarding the
biopsychosocial needs of the patient
Provide assistance to meet patient needs as
directed
. Determine job requirements
Identify and segregate waste HANDLE WASTE IN A HEALTH

CARE ENVIRONMENT
. Transport and store waste

Developed by:
SESSION PLAN
Sector : HEALTH, SOCIAL, AND COMMUNITY DEVELOPMENT SERVICES SECTOR
Qualification Title : HEALTH CARE SERVICES NC11
Unit of Competency : ASSIST IN TRANSPORTING PATIENTS
Module Title : ASSISTING IN TRANSPORTING PATIENTS
Learning Outcomes:
1. Prepare patient for transport
2. Assist in patient transport
3. Perform post transport procedures
A. INTRODUCTION This session of competency covers the knowledge, skills and attitudes required in preparing and
making beds and performing after-care activities
B. LEARNING ACTIVITIES
LO 1: Prepare patient for transport
Learning
Methods Presentation Practice Feedback Resources Time
Content
1.1 Self-paced Trainee will read The trainee The trainee will CBLM 30Min
Transportati learning information sheet will answer refer his/her utes
on with 4.1-1 on self-check on answers with the
Date Developed: Document No. GSNSAT-PM-0081

Health Care Service NCII Date Revised:
Page 16 of vii
Developed by:
GSNSAT
Assist in Transporting Patient
Jarred Ventura
Revision # 00
appropriate Transportation with 4.1-1: answer key 4.1-1
health care appropriate health Transportation
personnel care personnel with
appropriate
health care
personnel
PowerPoint Trainee will view the Trainee will Trainee will will Laptop 30Min
presentatio PowerPoint actively receive immediate Projector utes
n with presentation and answer the feedback from the
discussion participate in the oral question trainer.
discussion on by the trainer
Transportation with
appropriate health
care personnel
1.2 Patient Self-paced Trainee will read The trainee The trainee will CBLM 30Min
Education learning information will answer refer to his/her utes
on Transport sheet 4.1-2 on self-check on answers on the
Procedure: Patient 4.1-2 key answer
Ensuring Education on on Patient provided
Clear Transport Education on
understandi Procedure: Transport
ng Ensuring Clear Procedure:
understanding Ensuring
Clear
understanding

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Jarred Ventura
Revision # 00
PowerPoint Trainee will view the Trainee will Trainee will receive Laptop 30Min
presentatio PowerPoint actively direct feedback by Projector utes
n with presentation answer the the trainer
discussion oral question
by the trainer
1.3 Self-paced Trainee will read The trainee Trainee will refer to CBLM 30Min
Optimizing learning information sheet will answer his/her answer utes
Patient 4.1-3 on Optimizing self-check with the answer
Transport: Patient Transport: 4.1-3: key provided
Preparing for Preparing for safe Optimizing
safe and and efficient Patient
efficient transfer Transport:
transfer Preparing for
safe and
efficient
transfer

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Jarred Ventura
Revision # 00
Demonstrat The trainee will Trainee will Trainer will perform Wheel Chair 30Min
ion observe actively using performance PPE utes
trainer’s/advance answer the Criteria checklist - Gown
trainee’s oral question - Gloves
demonstration by perform - Goggles
using task sheet return
- Hairnet
4.3-1 on Preparing demonstration
for safe and efficient on preparing
transport of the for safe and
patient efficient using
task sheet 4-
3-1

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Jarred Ventura
Revision # 00
1.4 Ensuring Self-paced Trainee will read Trainee will Trainee will refer to CBLM 30Min
Equipment learning information sheet answer the his/her answer utes
Readiness 4.1-4: Ensuring self check 4.1- with the answer
for Equipment 4 key provided
Transportati Readiness for
on: Clean, Transportation:
Complete, Clean, Complete,
and and functional

Page 20 of vii
Developed by:
GSNSAT
Jarred Ventura
Revision # 00
functional PowerPoint Trainee will view Trainee will Trainee will receive Laptop 30Min
with PowerPoint actively direct feedback by Projector utes
discussion presentation on answer the the trainer
Ensuring oral question
Equipment by the trainer
Readiness for
Transportation:
Clean, Complete,
and functional
LO 2: Assist in patient transport
Learning Methods Presentation Practice Feedback Resource Time

Content s
2.1 Proper Self-paced Trainee will read Trainee will The trainee will CBLM 30Min
Procedure of learning information sheet answer the compare answers to

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Developed by:
GSNSAT
Jarred Ventura
Revision # 00
Transporting 4.2-1 on Proper 4.2-1 task the answer key of utes
patient to Procedure of sheet provided the task sheet
designated Transporting
location patient to
designated location
Demonstrat The trainee will The trainee The trainer Performance
ion observe trainers’ will perform validates the Criteria
demonstration on Task Sheet performance Checklist No.
Proper transport of 4.2-1: Proper using the 4.2-1
patient from bed to transport of Performance Proper
wheelchair patient from Criteria transport of
bed to Checklist 4.2-1 patient from 1 hour
wheelchair bed to
wheelchair
The trainee and
or Trainer PPE
evaluate
performance and Bed
makes Wheel chair
recommendation Splints
s Bandages
Crutches
2.2 Self-paced Trainee will read Trainee will 30Minute
Procedures learning information sheet answer self The trainee will s
of securing a 4.2-2 on Procedures check 4.2-2: compare answers to
patient of securing a Procedures of the answer key 4.2- CBLM
patient securing a 2
patient

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Jarred Ventura
Revision # 00
Demonstrat The trainee will Trainee will The trainer Performance 1 hour
ion observe perform return validates the Criteria
trainer’s/advance demonstration performance using Checklist No.
trainee’s about task the Performance 4.2-2
demonstration sheet 4.2-2: Criteria Checklist Procedures of
using task sheet Procedures of 4.2-2 Log-rolling
4.2-2: Log-rolling PPE
Procedures of Log-
rolling The trainee and or Bed
Trainer evaluate Splints
performance and Bandages
makes Crutches
recommendations
2.3 Safety Self-paced Trainee will read Trainee will The trainee will CBLM 30Min
working learning information sheet answer self compare answers to utes
practices, on 4.2-3 Safety checklist 4.3-2 the answer key
including working practices, Safety working provided
manual including manual practices,
handling handling including
techniques techniques manual
handling
techniques
Demonstrat The trainee will Trainee will The trainer Performance 30Min
ion observe perform return validates the Criteria utes
trainer’s/advance demonstration performance using Checklist No.

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Jarred Ventura
Revision # 00
trainee’s about 4.2-3: the Performance4.2-2
demonstration Perform Criteria Checklist
Perform
using task sheet proper manual 4.2-2 proper
4.2-3: Perform handling manual
proper manual techniques in handling
handling transporting The trainee and or techniques in
techniques in patient Trainer evaluate transporting
transporting patient performance and patient
makes
recommendations PPE
Gailt belt
Wheel chair
Splints
Bandages
Crutches
2.4 Patient Self-paced The trainee will The Trainee Compare answer to CBLM 30min
confidentiality learning read information will Answer answer key 4.2-4
and privacy sheet4.2-4: Patient SelfCheck 4.2-
requirement confidentiality and 4: Patient
privacy requirement confidentiality
and privacy
requirement
Active The Trainee will The Trainee Trainee will receive CBLM
Lecture listen and will answer immediate feedback 1hr
participate in oral questions from the trainer
discussion

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Jarred Ventura
Revision # 00
LO 3: Perform post-transport procedure
3.1 Proper Self-paced Trainee will read Trainee will The trainee will CBLM 30Min
Cleaning learning information sheet answer self compare answers to utes
procedure of on 4.3-1 Proper check 4.3-1: the answer key 4.3-
equipment in Cleaning procedure Proper 1
accordance of equipment in Cleaning
with health accordance with procedure of
protocol health protocol equipment in
accordance
with health
protocol
discussion

Page 25 of vii
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Jarred Ventura
Revision # 00
3.2 Self-paced The trainee will The Trainee Compare answer to CBLM 30min
Adherence to learning read information will Answer answer key 4.3-2
standard sheet4.3-2: SelfCheck 4.3-
operating Adherence to 2: Adherence
procedure: standard operating to standard
Equipment procedure: operating
Return Equipment Return procedure:
Protocol Protocol Equipment
Return
Protocol
discussion

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Jarred Ventura
Revision # 00
3.3 Self-paced The trainee will The Trainee Compare answer to CBLM 30min
Procedures learning read information will Answer answer key 4.3-3
in Reporting sheet4.3-3: SelfCheck 4.3-
transporting Procedures in 3: Procedures
Equipment Reporting in Reporting
Status transporting transporting
Equipment Status Equipment
Status
discussion

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C. ASSESSMENT PLAN
 Written Test
o Prepare patient for transport
o Assist in patient transport
o Perform post-transport procedures
o OHS Hazards and Risks and its control
 Performance Test/ Demonstration

o Perform proper procedure of preparing patient for transport
o Perform proper procedure of assisting patient for tranport
o Perform proper procedure of post-transport procedures
 Oral Interview
o Prepare patient for transport
o Assist in patient transport
o Perform post-transport procedures
o OHS Hazards and Risks and its control
D. TEACHER’S SELF-REFLECTION OF THE SESSION

Engagement Strategies: While I attempted to incorporate various engagement techniques, such as open-ended
questions and group discussions, I noticed that some students seemed disengaged during certain parts of the lesson.
Reflecting on this, I realize the need to explore additional strategies to capture their interest and maintain their focus
throughout the session.

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Jarred Ventura
Revision # 00
PARTS OF A COMPETENCY-BASED LEARNING MATERIAL
References/Further Reading
Performance Criteria Checklist

Operation/Task/Job Sheet
Self Check Answer Key
Self Check
Information Sheet
Learning Experiences
Learning Outcome Summary
Module
Module Content
Content
Module
List of Competencies
Content
Module Content
Module Content
Front Page
In our efforts to standardize CBLM,
the above parts are recommended for
use in Competency Based Training
(CBT) in Technical Education and
Skills Development Authority (TESDA)
Technology Institutions. The next
sections will show you the
components and features of each part.
How to use this competency-based learning materials
This unit of competency covers the knowledge, skills and attitudes

required to safely and efficiently assist in transporting patients from
one location to another.
HEALTH CARE SERVICES NC II
List of Competencies
No. Unit of Competency Module Title Code
Prepare and maintain Prepare and maintain HCS323314

1.
beds beds
Collect and maintain Collect and maintain

HCS323315
2. linen stocks at end- linen stocks at end-
users’ location users’ location
Assist in patient Assist in patient HCS323316

3.
mobility mobility
Assist in transporting Assist in transporting HCS323317

4.
patients patients
Assist in bio- Assist in bio-

HCS323318
5. psychosocial support psychosocial support
care of patients care of patients
Handle waste in a Handle waste in a

HCS323319
6. health care health care
environment environment
MODULE CONTENT
UNIT OF COMPETENCY: ASSIST IN TRANSPORTING PATIENTS
MODULE TITLE: Assist in transporting patients
MODULE DESCRIPTOR: This unit of competency covers the knowledge,

skills and attitudes required to safely and efficiently assist in
transporting patients from one location to another
NOMINAL DURATION: 30 minutes
LEARNING OUTCOMES:
Prepare patient for transport
Assist in patient transport
Perform posttransport procedures
ASSESSMENT CRITERIA:
1 Patient is transported to designated location in accordance with

established procedures
2.2 Equipment is adjusted to ensure patient comfort and safety with
minimal risk to self
2.3 Patient is brought to designated location and reported to
appropriate health care personnel
Conditions
The participants will have access to:
The following resources MUST be provided:

1. Access to equipment used for transporting patients
2. Relevant policies and procedures manuals
3. Organizational charts
4. Instructions for the use of equipment
Assessment Method:
1 Observation
2 Demonstration with questioning
Learning Experiences
Learning Outcome 2
Assist in patient transport
Learning Activities Special Instructions
Read information sheet 4.2-1 After comparing your answer with
the answer key and if you fail to get
Answer Self check 4.2-1 a perfect score then you have to
read again the information sheet
and retry the self-check until you
Compare answer with answer key get perfect score.
View PowerPoint presentation
After evaluating the performance

with the evaluation sheet and if you
Answer oral questions fail to get perfect score then you
(Demonstration) evaluate the have to review and retry the self-
performance using the performance check until you get the perfect
criteria checklist 4.2-1 score.
ASSIST IN TRANSPORTING PATIENTS
Learning Objectives:
After reading this INFORMATION SHEET, YOU MUST be able to:
1. Explains the importance of healthcare service in

transporting a patient.
2. Identify the equipment’s used in transporting
patients
Introductory
Transfers of patient care are a crucial but
sometimes overlooked component of patient care. A crucial part of patient
care is patient care transfers, which need for strict adherence to clinical
guidelines. Appropriate transfers are predicated on the idea of preserving
continuity of care throughout and following the transfer.
Patients frequently get care in several venues

both during and after hospitalization, depending on the complexity of their
condition. Intrahospital transfers are unavoidable, especially for patients
who are severely sick, even though many components of patient transport
depend on the patient's condition. Careful attention should be given to
patient transfers that are poorly coordinated, since this can lead to higher
rates of morbidity and death.
What is patient transportation?
The act of transporting patients to and from

various parts of a medical facility is commonly referred to as patient
transportation or patient transport. Patients are occasionally not allowed to
walk from their rooms to other parts of the hospital or are not able to do so
due to physical limitations. In these situations, patient transporters assist
in securely transferring patients to other locations for medical care, testing,
recuperation after recent surgeries, and other purposes by using
wheelchairs and stretchers
Why is health service delivery important?
For patients and the general public alike,

the provision of healthcare is the most visible aspect of the health system.
The organization and provision of all services pertaining to illness diagnosis
and treatment, or the promotion, maintenance, and restoration of health, is
the primary focus, along with patient flows.
Why is a patient transport vehicle important?
For hospitals to effectively care for their

patients and run smoothly, patient transporters are essential. Transporting
patients swiftly in and out of rooms helps prevent delays and overcrowding
in emergency departments, as hospitals transfer a lot of patients across the
facility on a regular basis
Transportation equipment
Wheelchairs provide mobility, postural support and

freedom to those who cannot walk or have difficulty walking, enabling
them to move around, participate in everyday activities and live life on
their own terms.
A stretcher, gurney, litter, or pram is an
apparatus used for moving patients who require medical care.

The Oxygen cylinder trolley is mounted on castors for
ease of movement and is used to carry oxygen cylinders. The trolley is

portable.
Transfer belts help provide support and
balance to patients, so caregivers face significantly less risk of injury

while transferring individuals from one room or device to another.
An intravenous pole, or IV, pole is simply a
device that holds a bag (or bags) of intravenous fluids in place as it is

being administered to a patient through a tube.
Hospital Bed
A basic type (cot or litter) must be carried by two or more people. A
wheeled stretcher (known as a gurney, trolley, bed or cart) is often
equipped with variable height frames, wheels, tracks, or skids. 
Ambulance is a medically-
equipped vehicle used to transport patients to treatment facilities,
such as hospitals. Typically, out-of-hospital medical care
Self- Check 4.2-1

Matching Type: Choose the letter of the correct answer. Match the
letter of the Transportation Equipment use in Transporting
patients in the column A to the picture of column.
Column A Column B
1. Ambulance A.
2. Stretcher B.
3. Wheelchair C.
4. Hospital Bed
D.
5.Oxygen Cylinder E
trolley
ANSWER KEY 4.2-1
1. C
2. D
3. A
4. B
5. E
TASK SHEET 4.2-1
Title: Assist in transporting a patient
Performance Objective: Given the transportation equipment, you

should be able to perform on how to prepare
patient for transport following (standard). 30
minutes
Supplies/ Equipment : Transportation equipment:  Wheelchair

 Stretcher  Bed  Ambulance Other equipment  Oxygen trolley  IV
Stand  oxygen gauge  Oxygen tank
Safety Reminder:
Always wear appropriate PPE
Steps/Procedure: demonstration according to uc. Whole procedure
Preparing the Patient for Transport

1. Collect patients’ information.
2. Performed safe handling Method in assisting with patient
mobility
3. Use the proper equipment in transferring a patient.
4. Implement comfort and safety measures according to
established procedures.
5. Utilized appropriate communication techniques in
instructing patients.
6. Report condition of equipment according to established
procedures.
7. Confirmed the transportation requirements with
appropriate health care personnel.
8. Explain the transport procedures to the patient.
9. Check and report the condition of the equipment for
transportation.
10. Adjust equipment to ensure the patient’s comfort and
safety with minimal risk to self.
11. Interpret and follow instructions and guidance of
health professionals with the care of patients.
12. Transport and deliver patient to correct destination.
13. Maintain confidential and privacy
14. Comply with establish policies and procedures.
15. Communicate effectively with patients and significant
others and concerned health personnel.
16. Respond effectively to patient’s lifestyle and
psychosocial care needs.
Assessment Method: Demonstration
Performance Criteria Checklist 4.2-1
CRITERIA YES NO
Did you….(for trainee to check if they’d follow
correctly
1. Collect patients’ information?
2. Performed safe handling Method in

assisting with patient mobility ?
3. Use the proper equipment in
transferring a patient?
4.Implement comfort and safety measures
according to established procedures?
5. Utilized appropriate communication

techniques in instructing patients?
6. Report condition of equipment
according to established procedures?
7. Confirmed the transportation
requirements with appropriate health
care personnel?
8. Explain the transport procedures to

the patient?
9. Check and report the condition of the
equipment for transportation?
10. Adjust equipment to ensure the
patient’s comfort and safety with
minimal risk to self?
11. Interpret and follow instructions
and guidance of health professionals
with the care of patients?
12. Transport and deliver patient to
correct destination?
13. Maintain confidential and privacy?
14. Comply with establish policies and
procedures?
15. Communicate effectively with patients
and significant others and concerned
health personnel?
16. Respond effectively to patient’s
lifestyle and psychosocial care needs?
JOB SHEET 4.2-1
Title: Assist in patient a transport
Performance Objective: Given the transportation equipment, you

should be able to perform on how to prepare patient
for transport following (standard). 30 minutes.
Supplies/Equipment :1  Wheelchair  Stretcher  Bed  Ambulance

Other equipment  Oxygen trolley  IV Stand  oxygen gauge  Oxygen tank
Steps/Procedure: as a whole demonstration on assisting patients to

transfer
Preparing the Patient for Transport

Knock the door of the patient
1. Knock 3x on patient’s door
2. Introduce your name to the patient
3. Ask patient name.
4. Inform the patients of the doctors advise that he will be transported
5. Place the wheelchair 45 degrees from the patient’s bed
6. Assist the patient to seat at the edge of his bed
7. Put a transfer belt to patient’s waist area
8. Place the weak side arm of the patient to a transfer belt
9. Place the weak toe and knee of the patient to your toe and knee
10. Put the strong arm of the patient to your arm
11. Hold the transfer belt of a patient and patient will stand in a
count of three
12. The Strong side foot is the nearest to the wheelchair
13. The patients strong side arm will hold the wheelchair to support
his weight.
14. In the count of three enduring will seat on the wheelchair and
15. Assist the patient to scoot to seat comfortably
16. Put the patients’ feet on the foot rest then put his sleeper
17. Unlock the wheelchair
18. Arrange first the patient’s bed
19. In transferring always, the health care trainee will be the first to
go out to protect the patient
20. In gong inside the patient’s room, Health care trainee will be the
first to enter and park the patient into the foot part of his bed
21. Unlock the wheelchair then arrange the knee of the patient then
toe to toe and knee to knee
22. Inform the patient that in the count of three he will stand while
his strong arm is place in arms of health care trainee
23. The weak side foot of the patient will be place on top of the toe of
the trainee
24. The weak toe of the patient is near in the bed that will be the first
to move going to bed
25. In a count of three patient will seat back into his bed and assist
the patient to scoot for him to be seated in the center of his bed
26. Then untie the transfer belt of the patient
27. Back to the lying position put the strong hand of the patient’s bed
corner
28. Insert the arm to the leg of the patient then pivot.
29. From high fowler to simi fowler to a lying position
30. then put pillow on the patient and make a footer. Cover it with
linen
Assessment Method:
Demonstration
OPERATION SHEET 4.2-1
Title: Transporting patient from one place to another
Performance Objective: Given the equipment patient will be

transported by a wheelchair from one place to
another in 30 MINUTES
Supplies/ Equipment : PPE, Transfer belt, WHEEL CHAIR
SAFETY REMINDER:
ALWAYS WEAR APPROPRIATE PPE
Steps/Procedure:
Knock the door of the patient
1.Knock 3x on patient’s door
2. Introduce your name to the patient
4. Inform the patients of the doctors advise that he will
be transported
5. Place the wheelchair 45 degrees from the patient’s bed
6. Assist the patient to seat at the edge of his bed
7. Put a transfer belt to patient’s waist area
8. Place the weak side arm of the patient to a transfer
belt
9. Place the weak toe and knee of the patient to your toe
and knee
11. Hold the transfer belt of a patient and patient
will stand in a count of three
12. The Strong side foot is the nearest to the
wheelchair
13. The patients strong side arm will hold the
wheelchair to support his weight.
14. In the count of three enduring will seat on the
wheelchair and
15. Assist the patient to scoot to seat comfortably
16. Put the patients’ feet on the foot rest then put
his sleeper
17. Unlock the wheelchair
18. Arrange first the patient’s bed
19. In transferring always, the health care trainee
will be the first to go out to protect the patient
20. In gong inside the patient’s room, Health care
trainee will be the first to enter and park the patient
into the foot part of his bed
21. Unlock the wheelchair then arrange the knee of
the patient then toe to toe and knee to knee
22. Inform the patient that in the count of three he
will stand while his strong arm is place in arms of
health care trainee
23. The weak side foot of the patient will be place on
top of the toe of the trainee
24. The weak toe of the patient is near in the bed
that will be the first to move going to bed
25. In a count of three patient will seat back into his
bed and assist the patient to scoot for him to be seated
in the center of his bed
26. Then untie the transfer belt of the patient
27. Back to the lying position put the strong hand of
the patient’s bed corner
28. Insert the arm to the leg of the patient then
pivot.
29. From high fowler to simi fowler to a lying
position
30. then put pillow on the patient and make a
footer. Cover it with linen
Assessment Method: Demonstration

Performance Criteria Checklist 4.2-1
CRITERIA
YES NO
Did you….
1. Knock 3x on patient’s door.
2. Introduce your name to the patient.
4. Inform the patients of the doctors advise that he will be
transported.
5. Place the wheelchair 45 degrees from the patient’s bed.
6. Assist the patient to seat at the edge of his bed.

7. Put a transfer belt to patient’s waist area.
8. Place the weak side arm of the patient to a transfer belt.
9. Place the weak toe and knee of the patient to your toe
and knee.
11. Hold the transfer belt of a patient and patient will stand in
a count of three.
12. The Strong side foot is the nearest to the wheelchair.
13. The patients strong side arm will hold the wheelchair to
support his weight.
14. In the count of three will seat on the wheelchair.
15. Assist the patient to scoot to seat comfortably.
16. Put the patients’ feet on the foot rest then put his sleeper.
17. Unlock the wheelchair.
18. Arrange first the patient’s bed.
19. In transferring always, the health care trainee will be the

first to go out to protect the patient.
20. In gong inside the patient’s room, Health care trainee will
be the first to enter and park the patient into the foot part
of his bed.
21. Unlock the wheelchair then arrange the knee of the

patient then toe to toe and knee to knee.
22. Inform the patient that in the count of three he will stand
while his strong arm is place in arms of health care
trainee.
23. The weak side foot of the patient will be place on top of
the toe of the trainee.
24. The weak toe of the patient is near in the bed that will be
the first to move going to bed.
25. In a count of three patient will seat back into his bed and
assist the patient to scoot for him to be seated in the
center of his bed.
26. Then untie the transfer belt of the patient.
27. Back to the lying position put the strong hand of the
patient’s bed corner.
28. Insert the arm to the leg of the patient then pivot.
29. From high fowler to simi fowler to a lying position .

30. then put pillow on the patient and make a footer. Cover it
with linen .
Evidence Plan
Competency Assist in patient transport

standard:
Unit of ASSIST IN TRANSPORTING PATIENTS
competency:
Ways in which evidence will be collected:
[tick the column]
Demonstration &
Oral questioning
Written Test
Questioning
The evidence must show that the trainee…
LO1: Prepare patient for transport
 Confirms the transportation requirements

/
with appropriate health care personnel*
 * Checking and reporting the condition of
/
the equipment for transportation*
Transportation requirements are confirm
/
with appropriate health care personnel
Preparation for the safe and efficient
/ / /
transporting the patient as per instructions
LO2: Assist in patient transport
* When patient refers to an issue that needs to

/
be an appropriate health professional*
Transporting a patient to designated location in
/ /
accordance with established procedures
Patient is brought to designated location and
reported to appropriate health care personnel
/
LO3: Perform posttransport procedures
Transports and delivers patient to correct

/
destination*
Equipment is clean in accordance with
/ /
established procedure
NOTE: *Critical aspects of competency
Prepared By: Date:
Checked By: Date:
DEMONSTRATION CHECKLIST
Trainee’s Name:
Trainer’s Name: Jharred Ruth P. Ventura
Qualification: Health Care NC11
Date of assessment:
Time of assessment:
Instructions for demonstration
Materials and equipment
 to show if evidence is
OBSERVATION demonstrated
During the demonstration of skills, did the
Yes No N/A
trainee:
1.Collect patients’ information.
  
2.Performed safe handling Method in

assisting with patient mobility   
3.Use the proper equipment in transferring a

  
patient
4.Implement comfort and safety measures
  
according to established procedures *
5.Utilized appropriate communication
techniques in instructing patients.   
6.Report condition of equipment according

to established procedures   
7. Confirmed the transportation

requirements with appropriate health care
personnel.   
8.Explain the transport procedures to

the patient.   
9.Check and report the condition of the

equipment for transportation.   
10. Adjust equipment to ensure the   

patient’s comfort and safety with minimal
risk to self.
11. Interpret and follow instructions and

guidance of health professionals with the
care of patients.   
12.Transport and deliver patient to

correct destination.   
13.Maintain confidential and privacy

  
14.Comply with establish policies and

procedures.   
15. Communicate effectively with

patients and significant others and
concerned health personnel.   
16.Respond effectively to patient’s

lifestyle and psychosocial care needs.   
 The trainee’s demonstration was:
Satisfactory  Not Satisfactory 

TABLE OF SPECIFICATION
Knowledge Comprehension # of
Objectives/Content Application4
items/
area/Topics 20% 40% 0%
% of test
Proper safety
precautions 1 item 2items 1item 13%
5hours
Different types of
Equipment for
Patients 2 items 3items 3items 27%
Transportation
5hours
Instructions and
guidelines in assist
in patient transport 3 items 2 items 1 item 20%
5hours
Preparations for
patients to transport 2items 3 items 16.66%
5hours
Transport
procedures 3 items 4 items 23.33%
5hours
TOTAL: 30 6 12 12 100%
Written Test
1. Why does trainee have to inform the patient that he will be

transported to another place?
a. As doctors advise c. Just to gain friend
b. It is protocol of hospital d. It is professional standard
2. What type of vehicle is medically-equipped used to transport

patients to treatment facilities, such as hospitals.
a. Ambulance c. Stretcher
b. Wheelchair d. Gurney
3. What apparatus used for moving patients who require medical

care.
a. Wheelchair c. Gurney
b. Ambulance d. Stretcher
4. What type of bed often equipped with variable height frames,

wheels, tracks, or skids.
a. Gurney c. Wheelchair
b. Ambulance d. Stretcher
5.What type of vehicle that provide mobility, postural support and
freedom to those who cannot walk or have difficulty walking, enabling
them to move around, participate in everyday activities and live life on
their own terms.
a. Ambulance c. Wheelchair
b. Gurney d. Stretcher
6.What type of a device that holds a bag (or bags) of intravenous

fluids in place as it is being administered to a patient through a tube.
a. intravenous pole c. Hospital Bed
b. Gurney d. Stretcher
7. What type of belts help provide support and balance to patients,
so caregivers face significantly less risk of injury while transferring
individuals from one room or device to another.
a. Gurney c. Stretcher
b. Transfer belt d. Hospital Bed
8. What type of trolley is mounted on castors for ease of movement and

is used to carry oxygen cylinders
a. Oxygen Cylinder trolley c. Stretcher
9. What type of belt is use to transfer a patient?
a. Oxygen Cylinder trolley c. Stretcher

10.Which foot of the patient will be place on top of the toe of the trainee?
a. Right foot c. Left foot
b. Both feet d. Knee only

Specific Instruction for the Trainee: Demonstration
Qualification HEALTH CARE SERVICES NC II
Unit of Competency Prepare and maintain beds
Collect and maintain linen stocks

at end-users’ location
Assist in patient mobility
Assist in transporting patients
Assist in bio-psychosocial support

care of patients
Handle waste in a health care

environment
General Instruction: Given the necessary equipment’s you are requires

to Assist and Transport a Patient from one place to another.
Specific Instruction:
1. Assist patient in mobility.
2. Assist in transporting a patient from one location to another

location.
QUESTIONING TOOL
Satisfactory
Questions to probe the trainee’s underpinning knowledge
response
Extension/Reflection Questions Yes No
1. Why is it important to Assist patient in transport?  
2. How do you Assist in transporting a patient?  
3. What are the requirements in transporting a patient?  
4. Why do you need to follow procedures and instructions
before transporting a patient?  
Safety Questions
5. Do you wear PPE?  
6. How do you handle patients in transport?  
7. Do you keep your patient’s confidentiality and privacy?  
8. How will you secure patient while transporting?  
Contingency Questions
9. What will you do if the wheelchair is not working?  
10. How will you secure patient while in a wheelchair?  
11. What will you do if patient can not fit in wheelchair?  
12. What will you do if the patient feels down while  
transporting?
Job Role/Environment Questions  
13. How will you assist patient with courtesy?  
14. How will you secure patients’ privacy while assisting in  
transport?
15. What is your main role as patient transporter?  
16. how will you maintain cleanliness in transporting  
equipment’s?
Rules and Regulations  
17. Did you follow the rules and regulations in Assisting  
patients to transport?
18. Do you give courtesy to patients?  
19. Do you provide extra assistance to patients when  
necessary?
20. Do you acknowledge patients’ needs while transporting?  
The trainee’s underpinning  Satisfactory  Not
knowledge was: Satisfactory
Templates for Inventory of Training Resources
Resources for presenting instruction
 Print Resources As per TR As per Remarks
Inventory
 Non Print Resources As per TR As per Remarks

Inventory
Resources for Skills practice of Competency #1

______________________________
 Supplies and Materials As per TR As per Remarks
Inventory
 Tools As per TR As per Remarks

Inventory
 Equipment As per TR As per Remarks

Inventory
Note: In the remarks section, remarks may include for repair, for
replenishment, for reproduction, for maintenance etc.
CBT Shop-Lay0ut

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JARREDapril 8 SESSION PLAN

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Plan

Sample Data Gathering Instrument for Trainee’s

Language, Average grade in: Average grade in:

Cultural and Ethnicity/culture:

Education & Highest Educational Attainment:

Health Care Date Developed: Document No. GSNSAT-PM-0081

Previous List down trainings related to your

Special courses Other courses related to your qualification

Learning styles a. Visual - The visual learner takes mental

Health Care Date Developed: Document No. GSNSAT-PM-0081

and learn faster in a quiet study

Health Care Date Developed: Document No. GSNSAT-PM-0081

INSTRUCTIONS: This Self-Check Instrument will give the trainer necessary

1. PARTICIPATE IN WORKPLACE COMMUNICATION

* Provide information to the work group about the

Health Care Date Developed: Document No. GSNSAT-PM-0081

* Provide information to the work group about the

*. Integrate the organization's infection control policy and

*Monitor infection control performance and implement

2.RESPOND EFFECTIVELY TO DIFFICULT/

* Report and review

3.APPLY BASIC FIRST AID

* Assess the situation

* Apply basic first aid techniques

* Communicate details of the incident

4.MAINTAIN HIGH STANDARDS OF PATIENT SERVICES

* Communicate appropriately with patients

* Establish and maintain good interpersonal

* Evaluate own work to maintain a high standard of

Health Care Date Developed: Document No. GSNSAT-PM-0081

Health Care Date Developed: Document No. GSNSAT-PM-0081

Form 1.2: Evidence of Current Competencies acquired related to

Current Proof/Evidence Means of validating

WORK IN TEAM National Certificate Role play

Current Proof/Evidence Means of validating

Current Proof/Evidence Means of validating

Health Care Date Developed: Document No. GSNSAT-PM-0081

From the accomplished Self-Assessment Check (Form 1.1) and the

Form 1.3 Summary of Current Competencies Versus Required

Required Units of Current Training

Health Care Date Developed: Document No. GSNSAT-PM-0081

Required Units of Current Training

IMPLEMENT AND Provide

Health Care Date Developed: Document No. GSNSAT-PM-0081

APPLY BASIC FIRST AID Assess the

Apply basic first

Health Care Date Developed: Document No. GSNSAT-PM-0081

Perform after-care activities

COLLECT AND Collect soiled linen

. Maintain linen stock levels

ASSIST IN PATIENT . Prepare to assist with

Assist with patient mobility

Complete patient mobility

ASSIST IN Prepare patient for transport

ASSIST IN BIO- Establish and maintain

Health Care Date Developed: Document No. GSNSAT-PM-0081

HANDLE WASTE IN A Determine job

. Transport and store waste

Form No. 1.4: Training Needs (Sample)

Training Needs Module Title/Module of

Collect soiled linen 2. COLLECT AND MAINTAIN

Prepare to assist with patient mobility 3. ASSIST IN PATIENT

Prepare patient for transport ASSIST IN TRANSPORTING

Health Care Date Developed: Document No. GSNSAT-PM-0081