A Home Healthcare Safety Manual provides written occupational safety and health programs, procedures, and responsibilities for home health agencies, home healthcare providers, home care organizations, personal care services, visiting nurses, therapists, aides, and other employees who provide care or services in patients’ or clients’ homes.
Home healthcare employees work in an environment that differs significantly from a hospital, medical office, nursing home, or other controlled healthcare facility. Employees may enter private homes alone and encounter conditions the employer cannot fully design or control.
Potential hazards include patient lifting and transfers, bloodborne pathogens, needlesticks and sharps, infectious diseases, workplace violence, aggressive animals, unsafe home conditions, slips and falls, driving between visits, chemicals, oxygen, medical equipment, pests, poor sanitation, temperature extremes, and working alone.
Because every home can present different conditions, the safety manual should establish both general safety requirements and procedures for recognizing, reporting, and responding to hazards encountered during individual home visits.
The contents of a Home Healthcare Safety Manual should reflect the services employees provide and the hazards they may encounter.
A skilled nursing agency may require a different combination of programs than a personal care provider, therapy service, home infusion provider, hospice organization, or agency primarily providing assistance with activities of daily living.
Depending on operations, the manual may address:
Programs should be selected according to the services performed, employee exposures, equipment used, and workplace hazards actually present.
An effective Home Healthcare Safety Program establishes responsibilities and procedures for evaluating patient homes, protecting employees who work alone, preventing workplace violence, reducing patient-handling injuries, controlling blood and infectious-disease exposures, and addressing hazards employees may encounter while traveling between homes.
Management should provide employees with the training, equipment, PPE, communication systems, procedures, and other resources necessary to perform assigned work safely.
Managers, supervisors, and other designated personnel should:
Employees should follow established procedures, evaluate conditions before and during each visit, use required PPE and assistive devices, report unsafe conditions, and promptly report injuries, needlesticks, violent incidents, and other occupational exposures.
Home healthcare employers should evaluate the types of hazards employees may encounter while providing services in private residences.
Hazard assessments may consider:
Hazard assessments should be reviewed when patient conditions, services, locations, equipment, or known risks change significantly.
Information known before an employee enters a patient’s home should be used to identify foreseeable hazards.
Pre-visit information may include:
Employees should receive relevant safety information before the visit when practicable.
Employees should evaluate the home environment upon arrival and throughout the visit.
Potential concerns include:
Conditions can change between visits, so a prior safe visit does not guarantee that the next visit will be safe.
Employees should not be expected to perform work under conditions that create an unacceptable risk of injury or illness.
When unsafe conditions are identified, procedures should address:
Employees should not attempt to personally correct conditions outside their training, authority, or reasonable capability.
An employee should have a clear method for reporting that a visit cannot safely continue.
Conditions that may require delaying, modifying, or ending a visit can include:
Employee safety should not be sacrificed solely to complete a scheduled visit.
Home healthcare employees frequently work alone without immediate access to coworkers, security personnel, maintenance staff, or other support available in institutional healthcare settings.
The employer should evaluate lone-worker hazards and establish appropriate procedures.
These may include:
Employees should know how to obtain assistance if conditions deteriorate during a visit.
Check-in procedures may be appropriate for employees working alone, particularly during higher-risk visits.
Procedures may include:
The system should be practical enough that employees can reliably use it during normal operations.
The employer should establish procedures for situations in which an employee fails to complete an expected check-in.
Escalation may include:
Employees should understand how the system functions before beginning lone work.
Certain visits may require additional precautions because of known or suspected hazards.
Potential controls include:
Risk controls should reflect actual conditions rather than relying on a single approach for every visit.
Home healthcare employees can face workplace violence from patients, family members, visitors, neighbors, or other individuals.
Risk can be increased because employees often work alone in unfamiliar and uncontrolled environments.
A Home Healthcare Workplace Violence Prevention Program may address:
Employees should understand that personal safety takes priority over continuing a visit during a threatening situation.
Known safety concerns should be communicated before employees enter a home when practicable.
Factors may include:
A prior incident should be considered when planning future visits.
Employees may encounter firearms, knives, or other weapons during home visits.
The employer should establish procedures for responding when weapons create an employee-safety concern.
Employees should not handle or secure weapons unless that activity is specifically within their assigned duties and they are trained and authorized to do so.
If the presence or use of a weapon creates a threat, the employee should follow established withdrawal and emergency procedures.
Employees may encounter patients or occupants who are intoxicated or using illegal drugs.
Drug activity can increase the risk of:
Employees should report these conditions according to established procedures and leave when necessary for personal safety.
Employees should be trained to recognize behavior that may indicate escalating risk.
Warning signs may include:
Employees should maintain access to an exit whenever possible and avoid allowing themselves to become trapped.
Employees may use appropriate verbal de-escalation techniques when it is safe and consistent with their training.
Employees should:
De-escalation should not be treated as a requirement to remain in an unsafe environment.
Employees should identify a practical path of exit when entering a home, particularly when there are known violence concerns.
Employees should avoid positioning themselves where another person, furniture, pets, or equipment can block their exit.
When a threat develops, leaving the residence may be the safest response.
Threats, assaults, harassment, and near misses should be reported according to established procedures.
Reported incidents should be reviewed to identify:
Employees should not be discouraged from reporting violence because no physical injury occurred.
Patient handling is a major source of musculoskeletal injuries in healthcare.
Home healthcare can create additional challenges because employees may work in tight spaces, without adjustable hospital beds, mechanical lifting equipment, or immediate assistance from another employee.
The employer should evaluate patient-handling requirements before assigning employees to tasks that involve significant lifting, transferring, or repositioning.
Before attempting a transfer or lift, employees should consider:
Employees should not attempt a transfer they cannot safely perform.
Patient-transfer procedures should reflect the patient’s physical abilities and the equipment available.
Transfers may include:
Assistive devices should be used when appropriate.
Repositioning can create significant back, shoulder, and upper-extremity stress.
Employees should avoid unnecessary manual lifting and use appropriate techniques, equipment, and assistance.
The patient’s bed height and available working space should be considered before beginning the task.
Mechanical lifts and other assistive devices can reduce manual patient-handling exposures.
Where equipment is provided, employees should receive appropriate training before use.
Equipment should be:
Employees should report missing, damaged, or unsuitable equipment.
Transfer belts, slide sheets, transfer boards, gait devices, and other assistive equipment may reduce physical strain when appropriate for the patient and task.
Employees should receive instruction before using unfamiliar equipment.
Assistive devices should not be used when contraindicated by the patient’s condition.
Some transfers or repositioning tasks may require more than one employee.
When two-person assistance is necessary, the employer should plan how the second qualified person will be available.
Employees should not substitute an untrained family member for required trained assistance when doing so creates additional risk.
Home environments may provide insufficient space around beds, chairs, or medical equipment.
Employees should evaluate whether adequate room exists to perform the task safely.
Where feasible, the work area may be modified by:
Employees should not manually move heavy furniture when doing so creates additional injury risk.
Home healthcare employees may experience ergonomic stress from:
Work practices and equipment should be evaluated to reduce unnecessary musculoskeletal stress.
Employees may carry medications, PPE, dressings, instruments, documentation supplies, and other equipment from home to home.
Procedures should address:
Where feasible, the bag should be placed on a clean, stable, elevated surface rather than requiring repeated bending to the floor.
Employees whose duties create reasonably anticipated occupational exposure to human blood or other potentially infectious materials should be protected according to applicable Bloodborne Pathogens requirements.
The employer should maintain an appropriate Exposure Control Plan when the standard applies.
The program may address:
The employer should identify job classifications and tasks in which occupational exposure to blood or other potentially infectious materials is reasonably anticipated.
Exposure determination should reflect assigned duties rather than job title alone.
Home healthcare employees who perform injections, wound care, blood glucose testing, specimen handling, or other procedures involving blood may have occupational exposure.
Human blood and other applicable potentially infectious materials should be treated in accordance with Universal Precautions.
Employees should use appropriate engineering controls, work practices, and PPE during tasks with anticipated exposure.
Controls should be used to eliminate or minimize occupational exposure.
Examples may include:
The home environment may require advance planning to ensure controls are available where the employee performs the procedure.
Needlestick and sharps injuries are a significant home healthcare concern.
Potential causes include:
Employees should use approved safer devices when required and follow established sharps-safety procedures.
Appropriate sharps containers should be available when employees perform procedures requiring disposal of contaminated sharps.
Containers should be:
Employees should not carry loose contaminated sharps from a residence for later disposal.
Employees may encounter sharps that were used by patients, family members, or other care providers.
Employees should not:
Improperly discarded sharps should be reported and handled according to established procedures.
Needlesticks, cuts, splashes to mucous membranes, and other potential occupational exposures should be reported immediately.
Applicable post-exposure procedures should be initiated promptly.
Employees should know whom to contact after normal business hours.
Where required under the Bloodborne Pathogens Standard, eligible employees should be offered Hepatitis B vaccination according to applicable requirements.
Appropriate documentation should be maintained.
Home healthcare employees may provide care to patients with communicable diseases.
The employer should evaluate anticipated exposures and establish procedures appropriate to:
Controls may include PPE, hand hygiene, cleaning and disinfection, respiratory protection, and visit modifications.
Employees should perform hand hygiene at appropriate times, including:
When appropriate handwashing facilities are unavailable, the employer should provide suitable alternatives and procedures.
Employees may be exposed to respiratory infections during close patient contact.
Procedures should address appropriate:
When respirators are necessary to protect employees from occupational respiratory hazards, the employer should maintain an appropriate Respiratory Protection Program.
Applicable requirements may include:
A surgical or procedure mask should not automatically be treated as equivalent to a respirator required for a particular hazard.
PPE should be selected according to anticipated exposure.
Depending on assigned duties, PPE may include:
Employees should carry or have access to the PPE required for foreseeable tasks during the visit.
Eye or face protection should be used when splashes, sprays, droplets, or other hazards may expose the eyes or face.
Potential tasks may include:
Protection should be selected according to the anticipated exposure.
Home healthcare employees may use disinfectants, cleaning products, medications, oxygen-related products, and other hazardous chemicals.
Where applicable, the employer should maintain an appropriate Hazard Communication Program addressing:
Employees should understand the hazards of chemicals they are expected to use in patient homes.
Employees should use disinfectants and cleaning products according to manufacturer instructions.
Employees should:
Household chemicals belonging to the patient should not automatically be substituted for employer-approved products.
Some home healthcare employees may administer or otherwise handle hazardous drugs.
Potential exposures may occur during:
Where applicable, appropriate hazardous-drug controls should be established.
Employees assigned to administer hazardous drugs should have appropriate instructions and spill-response supplies when necessary.
Employees should not attempt cleanup beyond their training and available PPE.
Significant exposures or spills should be promptly reported.
Patients may use supplemental oxygen within the home.
Oxygen can accelerate combustion and increase fire severity.
Employees should evaluate and report unsafe conditions involving:
Employees should follow established procedures when oxygen is present in an unsafe environment.
Smoking around oxygen can create a severe fire hazard.
Employees should not knowingly participate in unsafe oxygen use.
If a patient or household member refuses to follow necessary safety precautions, the employee should follow agency escalation procedures.
Compressed oxygen or other medical gases should be appropriately secured and protected from damage.
Employees assigned to handle cylinders should understand safe:
Employees should not attempt unauthorized repair of compressed-gas equipment.
Home healthcare employees may use or encounter:
Equipment should be used according to manufacturer instructions and agency procedures.
Damaged or malfunctioning equipment should be reported.
Employees should evaluate electrical conditions before connecting employer-provided medical equipment where visible hazards are present.
Potential concerns include:
Employees should not attempt electrical repairs unless qualified and authorized.
Patients may depend on electrically powered medical equipment.
The agency should identify foreseeable power-loss hazards related to the services it provides and establish appropriate contingency procedures.
Employees should understand how to communicate power-related concerns and obtain assistance.
Pets can create bite, scratch, trip, allergy, contamination, and distraction hazards.
Before care begins, animals that could interfere with safe work should be appropriately controlled.
Employees should not be expected to provide care while an aggressive or uncontrolled animal creates an unsafe condition.
Employees should not attempt to restrain an aggressive animal unless doing so is part of their assigned duties and they are trained to perform the task.
The patient or responsible household member should secure animals when necessary.
If an animal cannot be adequately controlled, the visit may need to be delayed or ended.
Animal bites and scratches should be promptly reported.
Employees should follow established procedures for:
Even minor injuries should not be ignored.
Employees may encounter animal urine, feces, dander, fur, or contaminated surfaces.
Employees should use appropriate hygiene and PPE and avoid unnecessary contact.
Significant sanitation or allergen concerns should be reported to the agency.
Home environments may contain hazards not normally permitted in controlled healthcare facilities.
Examples include:
Employees should identify and avoid these hazards where possible.
Employees should use additional caution when carrying supplies or assisting patients on stairs.
Stairs should have sufficient lighting and a usable walking surface.
Employees should not attempt to support a patient on unsafe stairs when the task exceeds their ability or available assistance.
Driveways, sidewalks, porches, stairs, ramps, and other exterior access areas may create hazards from:
Unsafe access conditions should be reported.
Adequate lighting is necessary for patient care, sharps use, medication handling, walking, and other tasks.
Where possible, lighting should be improved before performing tasks that require good visibility.
Employees should not perform precision or hazardous procedures when visibility is inadequate.
Employees may encounter:
Employees should report conditions that create occupational hazards.
The agency should determine whether the visit can proceed safely and what controls are necessary.
Employees may enter homes with bedbugs, fleas, roaches, rodents, or other pests.
Procedures may address:
Employees should not use pesticides unless their duties, training, and procedures authorize them to do so.
Employees may be exposed to tobacco or other smoke during home visits.
Smoking may also create additional hazards when oxygen or flammable materials are present.
The employer should establish procedures for addressing smoke exposure when it interferes with employee safety or required patient care.
Unlike institutional healthcare settings, residential ventilation may be poor or unreliable.
Employees may encounter:
Conditions creating significant occupational exposure should be reported and evaluated.
Driving between patient homes is an integral part of many home healthcare operations.
Vehicle-safety procedures should address:
Employees should not use handheld devices while driving.
Schedules should allow reasonable travel time.
Employees should not be encouraged to speed or drive unsafely to meet unrealistic visit schedules.
Route planning should consider:
Employees should safely park before using phones or completing documentation.
Employees may arrive in unfamiliar neighborhoods or locations.
Before leaving the vehicle, employees should evaluate:
Employees should avoid parking in locations that unnecessarily block rapid departure during higher-risk visits.
Medical bags, PPE, oxygen, documentation, and other supplies should be secured during vehicle travel.
Heavy or frequently used items should be positioned to reduce awkward lifting.
Contaminated materials should be separated from clean supplies where required.
Employees may travel or provide care during:
The employer should establish procedures for modifying, delaying, or canceling visits when travel or environmental conditions create unacceptable risk.
Employees may encounter poorly cooled homes or perform work outdoors during hot weather.
Potential controls may include:
Employees should report conditions that prevent safe work.
Employees may encounter unheated homes, outdoor exposure, snow, or cold vehicles.
Appropriate clothing and work practices should reflect the exposure.
Severe cold conditions may require postponing or modifying a visit.
Employees should have reliable means to summon assistance while working in the field.
Procedures should address:
Employees should know both agency emergency contacts and when to contact public emergency services directly.
Home healthcare employees may encounter patient emergencies in addition to employee emergencies.
Employees should understand the scope of their assigned clinical responsibilities and procedures for obtaining emergency medical assistance.
Employee safety should be considered before entering or remaining in a hazardous emergency scene.
Home healthcare employees may encounter fire hazards involving:
Employees should report significant fire hazards and should not place themselves at risk attempting to correct conditions outside their responsibilities.
Because employees work in many different residences, emergency procedures should emphasize adaptable principles rather than relying on a single building-specific evacuation plan.
Employees should consider:
Employees should not delay personal evacuation when conditions become dangerous.
Employees should know how to obtain prompt medical evaluation following occupational injuries and exposures.
Particular attention should be given to:
Employees should promptly report occupational injuries even when immediate symptoms appear minor.
Home healthcare employers should maintain procedures for reporting:
Reported information should be reviewed for trends and opportunities for corrective action.
Home healthcare employees may interact with durable-medical-equipment suppliers, delivery personnel, other healthcare providers, family caregivers, maintenance workers, and other third parties.
Where appropriate, activities should be coordinated so that one party’s work does not create unnecessary hazards for another.
Safety training should reflect employees’ assigned duties and field exposures.
Depending on operations, training may address:
Employees should receive task-specific instruction before independently performing higher-hazard work.
New employees should receive appropriate safety orientation before beginning independent home visits.
Orientation may address:
New employees should understand when they are authorized to stop or leave a visit because of unsafe conditions.
Home healthcare organizations can use JSAs/JHAs to document safe work practices for selected higher-hazard activities.
Potential Home Healthcare JSAs/JHAs include:
Periodic safety meetings can reinforce safe work practices and address conditions employees are encountering in the field.
Potential topics include:
Field employees should have opportunities to share recurring hazards and effective control measures.
Home healthcare organizations should maintain occupational safety and health records required for their operations.
Records may include:
Confidential employee medical information should be maintained according to applicable requirements.
Depending on home healthcare operations, additional safety programs may be necessary for:
These programs should be included when employee duties and exposures make them applicable rather than automatically adding procedures unrelated to the services being provided.
A useful Home Healthcare Safety Manual should reflect the actual services employees provide and the environments in which they work rather than simply adapting a hospital or medical-office manual.
A skilled nursing agency may require a different combination of programs than a personal-care agency, physical therapy service, home infusion provider, or other organization delivering services in private residences.
The manual should consider:
Selecting the appropriate programs creates a manual that is comprehensive without filling it with procedures unrelated to the agency’s work.
A Home Healthcare Safety Manual can be developed around the agency’s services, employee duties, patient-handling requirements, blood and sharps exposures, infectious-disease hazards, medical equipment, oxygen use, home-visit conditions, driving, workplace-violence risks, and other occupational exposures.
The finished manual may incorporate applicable programs for Bloodborne Pathogens, Needlestick and Sharps Safety, Infectious Disease Exposure Control, Respiratory Protection, PPE, Hazard Communication, Hazardous Drugs, Ergonomics, Workplace Violence Prevention, Working Alone, Vehicle Safety, Emergency Procedures, and other hazards present within the operation.
This provides home healthcare employers with a practical safety manual organized around the work employees actually perform in patients’ homes.