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CHCCCS011

Meet personal support needs


Student Learning Resource
Table of Contents

Unit of Competency .......................................................................................................................... 3


Application ........................................................................................................................................... 3
Performance Criteria............................................................................................................................ 4
Foundation Skills .................................................................................................................................. 5
Assessment Requirements ................................................................................................................... 6
1. Determine personal support requirements .................................................................................... 8
1.1 – Review individualised plan and confirm required equipment, processes and aids ........................ 9
Review the individualised plan ............................................................................................................ 9
1.2 – Identify requirements outside of scope of own role and seek support from relevant people .... 12
Personal support ................................................................................................................................ 12
Advanced and specific processes and aids ........................................................................................ 13
1.3 – Consider the potential impact that provision of personal support may have on the person and
confirm with supervisor ......................................................................................................................... 15
Impact and effect of support ............................................................................................................. 15
1.4 – Consider specific cultural needs of the person ............................................................................. 17
Cultural differences and needs .......................................................................................................... 17
1.5 – Consider specific physical and sensory needs of the person ........................................................ 19
Tools and equipment ......................................................................................................................... 19
Assist with specific daily tasks............................................................................................................ 20
1.6 – Identify risks associated with the provision of support and confirm with supervisor.................. 25
Risks ................................................................................................................................................... 25
2. Maximise participation ................................................................................................................ 26
2.1 – Discuss and confirm person’s own preferences for personal support in a positive way.............. 27
Client preferences .............................................................................................................................. 27
Confirming procedures ...................................................................................................................... 28
2.2 – Consider and confirm the person’s level of participation in meeting their personal support needs
............................................................................................................................................................... 31
Client participation............................................................................................................................. 31
2.3 – Provide the person with information to assist them in meeting their own personal support
needs ...................................................................................................................................................... 32
Providing information ........................................................................................................................ 32

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3. Provide personal support ............................................................................................................ 33
3.1 – Safely prepare for each task and adjust any equipment, aids and appliances ............................. 34
Using equipment safely...................................................................................................................... 34
3.2 – Take account of identified risks in the provision of personal support and technical support
activities ................................................................................................................................................. 35
Working around risks ......................................................................................................................... 35
Technical care .................................................................................................................................... 36
3.3 – Identify and respond to routine difficulties during support routines, and report more complex
problems to supervisor .......................................................................................................................... 38
Encountering problems with care ...................................................................................................... 38
3.4 – Identify changes in the person’s health or personal support requirements and report to
supervisor............................................................................................................................................... 39
Changing needs .................................................................................................................................. 39
Health concerns ................................................................................................................................. 40
Report to supervisor .......................................................................................................................... 41
3.5 – Work with the person and supervisor to identify required changes to processes and aids ........ 42
Equipment changes............................................................................................................................ 42
3.6 – Maintain confidentiality, privacy and dignity of the person ......................................................... 43
Privacy ................................................................................................................................................ 43
Dignity ................................................................................................................................................ 44
Confidentiality .................................................................................................................................... 44
4. Complete reporting and documentation ...................................................................................... 46
4.1 – Comply with the organisation’s reporting requirements, including reporting observations to
supervisor............................................................................................................................................... 47
Reporting............................................................................................................................................ 47
4.2 – Complete and maintain documentation according to organisation policy and protocols ........... 48
Complete documentation .................................................................................................................. 48
Maintain documentation ................................................................................................................... 48
4.3 – Store information according to organisation policy and protocols .............................................. 49
File information .................................................................................................................................. 49
Summative Assessments........................................................................................................................ 50

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Unit of Competency
Application

This unit describes the skills and knowledge required to determine and respond to an individual’s
physical personal support needs and to support activities of daily living.

This unit applies to workers who provide support to people according to an established individualised
plan in any community services context. Work performed requires some discretion and judgement and
may be carried out under regular direct or indirect supervision.

The skills in this unit must be applied in accordance with Commonwealth and State/Territory legislation,
Australian/New Zealand standards and industry codes of practice.

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Performance Criteria
Element Performance Criteria
Elements describe the Performance criteria describe the performance needed to
essential outcomes. demonstrate achievement of the element.

1. Determine personal 1.1 Review individualised plan and confirm required equipment,
support requirements processes and aids
1.2 Identify requirements outside of scope of own role and seek
support from relevant people
1.3 Consider the potential impact that provision of personal
support may have on the person and confirm with
supervisor
1.4 Consider specific cultural needs of the person
1.5 Consider specific physical and sensory needs of the person
1.6 Identify risks associated with the provision of support and
confirm with supervisor

2. Maximise 2.1 Discuss and confirm person’s own preferences for personal
participation support in a positive way
2.2 Consider and confirm the person’s level of participation in
meeting their personal support needs
2.3 Provide the person with information to assist them in
meeting their own personal support needs

3. Provide personal 3.1 Safely prepare for each task and adjust any equipment, aids
support and appliances
3.2 Take account of identified risks in the provision of personal
support and technical support activities
3.3 Identify and respond to routine difficulties during support
routines, and report more complex problems to supervisor
3.4 Identify changes in the person’s health or personal support
requirements and report to supervisor
3.5 Work with the person and supervisor to identify required
changes to processes and aids
3.6 Maintain confidentiality, privacy and dignity of the person

4. Complete reporting 4.1 Comply with the organisation’s reporting requirements,


and documentation including reporting observations to supervisor
4.2 Complete and maintain documentation according to
organisation policy and protocols
4.3 Store information according to organisation policy and
protocols

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Foundation Skills
The Foundation Skills describe those required skills (language, literacy, numeracy and employment skills)
that are essential to performance.

Foundation skills essential to performance are explicit in the performance criteria of this unit of
competency.

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Assessment Requirements
Performance Evidence

The candidate must show evidence of the ability to complete tasks outlined in elements and
performance criteria of this unit, manage tasks and manage contingencies in the context of the job role.
There must be evidence that the candidate has:

➢ Safely supported at least 2 individuals by performing the activities outlined in the performance
criteria of this unit. This includes following support requirements of an established individualised
plan and supporting each of the following activities:
o bed bathing
o dressing, undressing and grooming
o eating and drinking using appropriate feeding techniques
o oral hygiene
o shaving
o showering
o toileting and the use of continence aids
o using aids and equipment including devices used by the person
➢ Performed the following hazardous manual handling scenarios at least once:
o transferring a person between bed and chair
o transferring a person in and out of car
o falls recovering.

Knowledge Evidence

The candidate must be able to demonstrate essential knowledge required to effectively complete tasks
outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in
the context of the work role. This includes knowledge of:

➢ Different contexts for provision of personal support and impacts on the way services are provided
➢ Role and responsibilities of the personal support providers and workers
➢ Concepts of enablement and re-ablement
➢ Legal and ethical requirements related to the provision of personal support, and how these are
applied in an organisation and individual practice:
o privacy, confidentiality and disclosure
o duty of care
o work health and safety, including manual handling
➢ Basics of:
o body hygiene
o grooming
o oral hygiene
o human body system
➢ Personal safety and security risks associated with provision of personal support and strategies to
minimise those risks
➢ Features, functions and safe use of equipment and aids used in provision of personal support and
devices used by the person including the importance of adjusting equipment and aids to the needs
of the individual
➢ Techniques for completing physical support routines
➢ Infection control procedures
➢ Organisational reporting technologies.

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Assessment Conditions

Skills must have been demonstrated in a relevant workplace that provides personal support services to
people, with the addition of simulations and scenarios where the full range of contexts and situations
have not been provided in the workplace. These are situations relating to emergency or unplanned
procedures where assessment in these circumstances would be unsafe, impractical or threatens the
dignity of the person. The following conditions must be met for the unit:

➢ Use of suitable facilities and resources including:


o individualised plans specifying different personal support needs
o equipment outlined in individualised plans
➢ Modelling of industry operating conditions including involvement of real people when simulating
the provision of service and equipment use

Overall, assessment must involve some real interactions with people who require personal support.

Assessors must satisfy the Standards for Registered Training Organisations (RTOs) 2015/AQTF
mandatory competency requirements for assessors.

Links

Companion volumes from the CS&HISC website - http://www.cshisc.com.au

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1. Determine personal support requirements

1.1. Review individualised plan and confirm required equipment, processes and aids

1.2. Identify requirements outside of scope of own role and seek support from relevant people

1.3. Consider the potential impact that provision of personal support may have on the person and
confirm with supervisor

1.4. Consider specific cultural needs of the person

1.5. Consider specific physical and sensory needs of the person

1.6. Identify risks associated with the provision of support and confirm with supervisor

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1.1 – Review individualised plan and confirm required equipment, processes
and aids

By the end of this chapter, the learner should be able to:


➢ Review an individualised plan for a client.

Review the individualised plan


Each client cared for by your organisation should have an individualised plan, which details their medical
and care needs, as well as their preferences, plans and goals.

These plans can be either:


➢ A stand-alone personal care plan

➢ Personal care aspects embedded in a wider individual plan.

These documents, whether physical or digital, are personal documents and therefore have
confidentiality laws and regulations applied to them. Clients should be involved in writing and editing
the care plan and should be able to access it for their own perusal.

The plan should record the treatments and medications that the client is currently receiving and has
received in the past; any new treatments or conditions should be added to the document, along with an
action plan of how to treat it.

The plan should also cover personal preferences that are both related to the client’s medical treatment
and their general lifestyles; this can range from whether they prefer tablets or oral solutions, to what
they like to eat.

There are many aspects of personal care needs, all of which should be
covered to some extent within the care plan, so that care providers can
match their service to the client’s preferences:
➢ Personal hygiene: everyone has their own styles,
standards and routines when maintaining their personal
hygiene; this is why it is important to consult the client
on this aspect of their care:

o toileting and incontinence

o washing

o showering and bathing

➢ Personal appearance: again, everyone has their own distinct style and preferences.
How you look can be very important for an individual’s self-esteem and comfort:

o hairstyles

o shaving

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o make up

o skin treatments

➢ Dressing: this covers the physical ability to dress and the personal preferences of
dressing:

o clothes and style

o dressing independently

o being dressed

o seasonally appropriate clothing

➢ Mobility: this can apply to the mobility needs of the client, such as a wheelchair or
crutches and the mobility preferences of the client; for example, some people object to
being pushed in a wheelchair and would rather retain their independence:

o being transported around

o being handled

o thoughts on different types of mobility aid, such as electric wheelchairs

➢ Living environments: this tends to apply more to clients in private housing, but is still
relevant to residential clients:

o private:

▪ safety and security

▪ suitable temperatures

▪ ease of access and


mobility

o residential:

▪ room decoration, including painting and ornaments, etc.

▪ privacy: can staff walk in any time or should they knock?

▪ where do clients like to be during the day?

➢ Meals: though meals are generally served at designated times and are pre-determined,
clients can still make some specifications about what and how they eat:

o dietary needs and preferences, such as vegetarian or gluten-free

o independent or assisted feeding

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o choice, such as different breakfasts, such as porridge, cooked breakfast, toast or
cereals

➢ Medication: this can refer to what medicines are taken and how they are taken:

o are clients responsible for administering their own medication?

o are they happy with tablets or intravenous medications?

o is it suitable? would they like a review or an


alternative?

➢ Other care: this refers to wider aspects of a client’s life,


such as:

o visiting friends and family

o days out

o participation in social events

o participation in organised activities

o hobbies and interests

o goals and achievements


The care plan should contain details on all of these aspects of the client’s life in order to confirm the
support the client needs or wants and to address their personal needs.

Any other details, notes or specifications that you and/or the client feel are important should also be
included.

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1.2 – Identify requirements outside of scope of own role and seek support from
relevant people

By the end of this chapter, the learner should be able to:


➢ Confidently identify requirements outside of scope and their own role
➢ Seek support from the relevant people.

Personal support
Personal support applies to a wide range of everyday tasks and general health care, such as:
➢ Assisting with personal hygiene:

o assisting with eating and drinking and the use of feeding techniques

o assisting with oral hygiene and health care

o assisting with toileting and use of


continence aids

o bed bathing

o dressing and grooming including assisting


with pressure stocking

o shaving

o showering

o elimination

➢ Hydration and nutrition, including dysphagia

➢ Maintenance of skin integrity and pressure area


prevention

➢ Mobility and transfer including in and out of vehicles and falls recovery techniques

➢ Monitoring medication as appropriate to work role

➢ Nail care

➢ Pain, rest and sleep

➢ Respiration

➢ Technical care activities according to the personal care support plan and organisation
policies, protocols and procedures.

These apply to the client in two ways; their need or desire for them and their preference for treatment
and management.

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When it is identified and determined that the client needs assistance with these areas and similar, their
medical treatment should be aligned with the client’s preferences, where possible.

For example, if John needs help with shaving, this support should be provided to him. John should be
asked about his preferences, such as:
➢ Are male/female nurses okay?

➢ Does he want to be clean shaven, or to be left with a moustache?

➢ Does he want to be wet shaved, or have an electrical shaver used?

➢ Is he comfortable with the use of an electrical shaver?

➢ Does he want/need balm or cream to be applied to his skin afterwards?

Asking for the client’s input and then adhering to their requirements can make a big difference to their
perception of the service; for example, a man arriving at 8AM to shave John with an electrical shaver
and leaving afterwards might be the worst case scenario for John, as he may be more comfortable with
a female assistant and may not agree with the use of an electric shaver. John may also have sensitive
skin and failure to use a moisturiser may result in his skin becoming irritated and becoming sore. If John
was consulted on this service prior to it beginning, he would be able to inform the staff of these
preferences.

For services or requests that are above your job role and level
of authority, you will need to refer the subject to the
appropriate personnel; ideally, you should record the
information and requests the client gives and pass them along
to your colleague, who will double-check these with the client.
If a strange colleague asks them how they would like the
service, they may be too shy, unconfident or embarrassed to
make specifications and simply go along with what the
colleague does, even if they are not happy with the service or
the methods used. You should inform the client that it will be
someone else doing the service, as you are not qualified or it is
not your department; this will save any surprises.

Advanced and specific processes and aids


There are also aids, processes and equipment available for use
that require specialist training to use properly. In these
instances, you will need to consult with a supervisor and
arrange for a qualified and experienced colleague to carry out the task.

Attempting to use equipment that you are not authorised or qualified to use can have serious
consequences for both yourself, the client and the organisation.

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Administering intravenous medication:
➢ Risk to client: minor effects could be discomfort and bruising. If an air bubble is present
in the medication, this can cause an air embolism, which generally results in death or
brain damage for the recipient

➢ Risk to care provider: discipline if found to be injecting clients when unauthorised; this
can be very serious. Accountability if death or brain damage occurs; this may amount
to manslaughter and gross negligence

➢ Risk to organisation: if an employee is discovered to be administering injections


without training, the organisation can be sued by the client, investigated and
disciplined by a standards authority, fined, become the target of media attention, get
closed down, etc. Where serious incidents occur, the organisation will also be
accountable for the death or disability of the client

Aids and processes outside the skills and knowledge of general caregivers may include:
➢ Intravenous injection

➢ CPR

➢ Resuscitation

➢ Insertion and maintenance of catheters

➢ Administering medication

➢ Use of ventilators.

What caregivers are trained to do will depend on their organisation and their experience. Whenever
you are confronted with something you are unfamiliar with or unsure of, you must seek appropriate
support.

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1.3 – Consider the potential impact that provision of personal support may have
on the person and confirm with supervisor

By the end of this chapter, the learner should be able to:


➢ Confirm with their supervisor the potential impact of the provision of personal support they
offer to a client.

Impact and effect of support


Providing support can have negative effects as well as positive ones. Negative effects may be:
➢ Embarrassment

➢ Fear

➢ Disempowerment

➢ Humiliation

➢ Discomfort.

There are many negative effects that can arise, all of which can have an impact on the client’s self-worth
and quality of life.

Negative consequences most commonly arise when a client is subjected to support they do not want or
when it is delivered in a way that is not acceptable for the client, as explained in the previous section.

For example, in the case of John from the previous section:


➢ John is shaved with an electrical shaver, which he does not like. This could make him
uncomfortable and angry.

➢ John is not asked about his shaving preferences. This could make him feel
disempowered.

➢ John is not asked about his preferences and could become fearful of what is going to
happen.

➢ John could have his moustache shaved off, which


could make him feel humiliated, uncomfortable
and disempowered.

➢ John does not believe that he needs shaving and


wants to do it himself. If he is shaved regardless,
he could experience many negative effects,
including anger, humiliation, injustice, and
embarrassment.

Another source of negative impact arises when the client


becomes resigned and has their self-esteem damaged by having to accept that they need help with

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simple tasks like shaving or getting dressed in the mornings. The clients can become withdrawn and feel
apathetic, as they lose their independence.

While some clients are loath to receive help with simple tasks, some may take advantage of the
opportunity and become lazy and manipulative, losing their independence prematurely. For example, a
client may enjoy being bed-bathed whilst they are suffering a temporary illness or injury and insist that
they need to be bed-bathed all the time, even though they are well. This could then progress into
insisting that they also need to be dressed.

Another example would be having a care professional push their wheelchair for them, or buying a
motorised wheelchair or scooter, when they can in fact push themselves or walk short distances around
the building. Using a wheelchair when they don’t need one or being pushed around when they don’t
need to be can result in them losing the strength, motivation and ability to either walk around the
building or to propel their own chair. For this reason, clients’ needs should be assessed regularly and
they should be encouraged as far as possible to do things for themselves and to retain or regain their
independence.

The impact of providing support can also be very positive for clients; receiving help with tasks they
have struggled with or given up on can be uplifting and motivate them in other aspects of their lives.
➢ For example, Lesley, a non-resident, has stopped leaving the house because of her
difficulties with walking. She has stopped shopping, seeing her grandchildren and
attending a local activity group. She has become very depressed and withdrawn.
Assessing her needs and providing her with a wheelchair has given her a new lease of
life and she travels distances to visit her family, does all her own shopping and has
become a regular at the social club again

➢ Fran has stopped eating, having slowly cut down on her food portions. When being
asked why she was off her food, it turned out that several of her teeth were broken
and had abscesses, which made eating difficult and painful. As a result, she was
referred to a dentist, who removed her teeth and fitted dentures, which meant that
she was finally pain-free and able to eat all of her favourite foods again, including
steaks and apples.

Changes to support for clients, especially significant changes such as moving to a residential home,
receiving a new treatment or changing mobility strategies, can have an impact on clients’ lives, which
could be positive or negative. The potential impact of support should be discussed thoroughly with the
relevant supervisor, to ensure that it will be beneficial for the client in
the long run. You should also discuss strategies to support the client
through this period of change and transition, especially where
negative impacts are expected.

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1.4 – Consider specific cultural needs of the person

By the end of this chapter, the learner should be able to:


➢ Discuss and consider the specific cultural needs of a client with their supervisor.

Cultural differences and needs


The cultural needs of different people will affect:
➢ How you act and conduct yourself around them:

o some cultural groups value eye contact, while some find it uncomfortable and
aggressive

o Asian communities are generally offended by loud and over-enthusiastic


people, as they favour restraint

o German people generally believe an untidy appearance is a sign of


incompetence

➢ How you speak and communicate with them:

o different cultures and communities have different euphemisms and accents,


which you should bear in mind when speaking

o English can potentially be a second language

o some words, terms and phrases may be offensive

➢ How you provide their care:

o some cultures may be uncomfortable with receiving care from a man

o some cultures, such as Muslims, may require their women to be treated by


women

o some cultures may be more averse to receiving and accepting care

o some cultures, particularly Asian and Indian, believe that it is the responsibility
of the family to provide care for their aged members

➢ What care you can provide:

o some cultures, such as Jehovah’s Witnesses, won’t


accept blood transfusions

o some may be against organ transplants

➢ What you can feed them:

o for example, Muslims and Jews cannot eat pork

o Jews require Kosher meals

➢ Participation in religious or cultural activities:

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o members of different religions may need to attend certain events, do particular
activities or refrain from particular activities at certain times

o religious festival and events, such as Lent, Christmas and Ramadan.

It is important that you acknowledge and respect cultural differences and any needs and requirements
that may arise from this; this is required under anti-discrimination legislation and cultural diversity
requirements.

Where you have clients that belong to a particular culture, you should ideally make yourself aware of
things they need and what is acceptable and unacceptable for them; this will help you to avoid incidents
in which you may inadvertently offend someone. Some clients will point out their beliefs and needs, but
some may not and will expect you to know what they need and want.

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1.5 – Consider specific physical and sensory needs of the person

By the end of this chapter, the learner should be able to:


➢ Discuss and consider the specific physical and sensory needs of a client with their
supervisor.

Tools and equipment


There are many tools and aids designed to help provide care to clients; they are generally designed for
the comfort of the client, to promote independence and to help the client or the caregiver to provide an
efficient service.

Some examples of equipment and aids are:


➢ Wheelchairs and other transport
devices

➢ Mobility aids

➢ Lifting and transferring aids

➢ Beds

➢ Breathing devices

➢ Scales

➢ Continence aids

➢ Personal audio-visual aids

➢ Modified feeding aids.

As a care provider, you should be familiar with many of the devices and pieces of equipment used
within the care industry; for any new equipment or devices you are unsure of, the company should
provide training. You should avoid attempting to use any aids that you are unfamiliar with or unsure of;
this is to protect both you and the client.

A good knowledge of equipment and aid can allow you to advise clients on items they can use to
promote their independence, such as the availability of electric wheelchairs and riser-recliner beds.

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Assist with specific daily tasks
On a day-to-day basis you will be required to assist clients with general tasks that they may not be able
to manage themselves. These tasks are usually associated with grooming and general maintenance, but
can make a big different to the client’s health, wellbeing and happiness.

Showering
When assisting a client with showering, you first need to determine exactly how much help they need;
this information should be written in the client’s care plan; you may also want to verify this with the
client beforehand, as some clients may need to be supervised in case of a fall, whereas some may have
to be washed by the caregiver. You may need or want to wear disposable gloves.

➢ Prepare:

o collect all products needed, such as soap,


shampoo, towels and flannels

o help the client get to the bathroom and to


undress, if required

o set temperature of water

➢ Shower:

o encourage client to wash the parts they can do


themselves and do the rest for them

o ensure skin folds, orifices and similar areas are cleaned properly

➢ After:

o help client out of shower onto clear, dry floor

o help the client to dry properly

o help apply any products the client requests or prefers, such as talc and
deodorant

o maintain bathroom by mopping floor, removing towels and clothes, etc.

Bed baths
When assisting a client with a bed bath, you should again check how much help they need. You may
only be required to help the client with bits they can’t reach, or you may have to clean their entire
bodies for them. You may need or want to wear disposable gloves.

➢ Prepare:

o collect items required, such as a bowl of water, washing products and towels.

o close the windows or turn the heating up, if required.

o assist the client with undressing

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➢ Bed bath:

o as you wash the client, put towels under them to stop the bed getting wet and
put towels over the body parts that have been washed to stop them getting
cold

o wash all body parts, changing the water as required

➢ After:

o thoroughly dry the client

o apply any products the client wants or needs

Shaving
Shaving should be provided in line with the client’s preferences.

➢ Prepare:

o gather items and equipment that are


needed or wanted

o put a towel around the client’s shoulders

o determine to what extent the client


wants to shave themselves

➢ Shave:

o wet the skin and apply shaving cream

o shave the hair in the direction it grows, starting from the sideburn area

o rinse the razor often to remove hair and cream

➢ After:

o rinse the client’s skin

o dry the skin

o apply lotion, if desired.

Dressing, undressing and grooming


Many clients require help with dressing, undressing and grooming; as always, check how much help the
client needs and/or wants before beginning. Try to make the client as comfortable as possible with the
process and try to meet any specific requests, where possible.

➢ How you dress/undress the client will vary from client to client, depending on their
preferences and your training.

➢ Any grooming tasks should be provided in line with the client’s requests and
preferences.

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Toileting and the use of continence aids
There are many different types of continence aids that clients may use; where clients use continence
aids, you should assist them in their use.

➢ Continence aids:

o bed pans

o commodes

o incontinence pads and pants

o raised toilet seats

o toilet support frames and rails

o water proof bedding and chair pads

Some of these are designed for the client to use independently, but they should still be offered
assistance and monitoring.

Eating and drinking using appropriate feeding aids


Appropriate feeding aids may be used by the caregiver when feeding a client, or used independently by
the client.

➢ Adapted eating utensils:

o wide-handled cutlery

o combination cutlery, such as knorks and sporks

➢ Hand clips and straps for cutlery:

o to help the client maintain a grip on the item

o to prevent dropping

➢ Clothing protection:

o bibs

➢ Adapted drinking receptacles:

o double-handed cups

o covered cups

o straws

➢ Rubber placemats:

o to prevent plates sliding or being pushed over

o to provide stability

➢ Bed tables:

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o so clients can eat in bed

o so clients can be fed in bed.

Part of assisting clients with eating and drinking may be assessing what feeding aids may be appropriate
and useful.

Oral hygiene
This may refer to brushing and caring for the client’s teeth or dentures.

➢ Brushing teeth:

o gather the materials and items required

o position yourself and the client in a comfortable


position

o brush the teeth, taking care to cover all areas,


including the backs of the teeth

o assist the client with rinsing their mouth


afterwards

➢ Denture care:

o assist the client in removing their dentures

o brush the dentures to remove food particles

o soak the dentures, preferably using an effervescent denture cleaner

o brush the dentures again, with a toothbrush and toothpaste

o clean the surfaces that come into contact with the client’s gums.

Mobility and transfer, including in and out of vehicles and falls recovery techniques
Clients will often need assistance getting in and out of vehicles and getting up if they have fallen.

➢ Getting in and out of a vehicle:

o Swivel seats: some vehicles designed for use with elderly and/or disabled
clients may have seats that turn to allow the client to sit or be placed into the
seat with ease. Use the same techniques you would use when transferring a
client from a wheelchair to a chair, or similar.

o Hoists: hoists are available to help you transfer a client in and out of a car and
may be used by your organisation.

o Wheelchair access: some cars, vans, buses and coaches have space for you to
wheel a client on board and secure their seat, removing the need to transfer
the client from the wheelchair to a seat and makes it easy to get them in and
out of the vehicle.

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o Sitting on the chair: more mobile clients may be able to sit on a car seat and
pull their legs in, either independently or with your support.

Falls recovery
Depending on the existing condition of the client and their condition after the fall, there are many falls
recovery techniques and classes that can be used. The aim of classes, groups and support is to help
regain confidence and to strengthen muscles and balance, wherever possible, to help prevent a
reoccurrence. You may be able to provide this service to a client who has recently fallen; you will have
to assess their condition and capability and design a regime that suits their abilities and addresses their
needs.

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1.6 – Identify risks associated with the provision of support and confirm with
supervisor
By the end of this chapter, the learner should be able to:
➢ Identify the risks associated with provision of support and discuss them with their
supervisor.

Risks
There can be several risks posed to both the client and the caregiver within the care industry. These
risks need to be assessed as far as possible, especially where there is a real chance of danger. Ideally,
your organisation should provide steps that can be implemented as a preventative measure and actions
to take in case of accident or injury.

Risks to the client:


➢ Deterioration of condition: such as through medication side-effects

➢ Abuse by caregivers, including neglect

➢ Infection: caught from other clients or carried by the caregiver

➢ Manual handling incidents, such as being dropped or equipment failing

➢ Loss of independence

➢ Damage to self-esteem and self-worth

➢ Lifestyle upheaval, especially if they are moved into residential care

➢ Care mistakes and misdiagnosis

➢ Medication errors.

Risks to the caregiver:


➢ Manual handling injury and strain

➢ Accusations from clients, especially mentally unsound


ones, of abuse and/or neglect

➢ Responsibility for error

➢ Being attacked by a client

➢ Infection from clients.

Where there is potential for risk, either to the client or the caregiver, this should be discussed with a
supervisor. The supervisor and organisational policy may provide you with safeguarding techniques and
measures to prevent risks being realised; for example, organisations usually implement infection control
measures, manual handling training and specify that mentally unsound clients never be alone with a
single caregiver.

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2. Maximise participation

2.1. Discuss and confirm person’s own preferences for personal support in a positive way

2.2. Consider and confirm the person’s level of participation in meeting their personal support needs

2.3. Provide the person with information to assist them in meeting their own personal support
needs

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2.1 – Discuss and confirm person’s own preferences for personal support in a
positive way

By the end of this chapter, the learner should be able to:


➢ Discuss with a client their preferences for personal support in a positive manner.

Client preferences
Clients have the right to assert their preferences about any aspect of their care, whether they are in
residential or private accommodation. Clients should be given the opportunity to make decisions and
voice their preferences wherever possible.

When clients have preferences that are applicable to a situation, they should be confirmed with both
the client and the supervisor, where required.

Client preferences, requests and stipulations should be recorded in their notes; this ensures that their
preferences are not overlooked, misunderstood or miscommunicated; for example, if a client states that
they would like to be woken early in the morning so that they can listen to a radio show or watch a
television show, this message may not reach the person on duty in the morning if it is only mentioned
verbally, or the caregiver forgets to
pass on the message.

Other preferences, such as that a


client does not like to be called by
their first name should be recorded
so that anyone who works with the
client is informed of this.

As explained previously in this unit, clients should be consulted as much as possible on aspects of their
care and lifestyle; this empowers them and allows them to live more comfortably and happy.

Over time, it is good practise to confirm that clients’ preferences are still accurate:
➢ Do they still prefer to see Dr Jack?

➢ Do they still prefer coffee with their breakfast?

➢ Are they still against using an electric wheelchair?

➢ Would they like any help with their dressing?

➢ Is there anything else they would like help with?

➢ Do they still like attending the bingo club on Thursdays?

Unless clients inform you of changes directly, their preferences may have changed without you
knowing; they may now dislike Dr Jack, or hate the bingo club or feel ready for an electric wheelchair,
but haven’t been forthcoming about their feelings.

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Having their particular preferences recorded and accessible allows you to provide a more friendly and
personalised service, even if the care worker has never worked with a particular client before. By
consulting their notes, they are able to see that they prefer to be called a nickname, hate people
touching their shoulders and can’t take tablets. This means that different carers can avoid making
mistakes and making the service seem impersonal by having to ask many questions.

Confirming procedures
As explained previously, it is important to discuss aspects of care with the client receiving it, in order to
include and involve them and to allow them to specify their preferences.

It is important to confirm procedures with the clients before they are implemented; this may involve:
➢ Explaining what the procedure is

➢ Explaining why the client needs it

➢ Explaining what will happen during the procedure

➢ Asking if the client has any preferences

➢ Answering clients’ questions and addressing their concerns

➢ Confirm that the client understands and that they are happy.

It is also good practice to recap the procedure immediately before the procedure, so that the client is
prepared and knows what to expect. Explaining what is currently happening and what is about to
happen can also be reassuring and beneficial for the client receiving the treatment and will allow them
to make any specifications, if they desire.

A procedure can be:


➢ Simple:

o dressing the client

o washing the client

o transferring them to a wheelchair

➢ More complex:

o operations

o treatments

o trips to a health professional

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Examples of the above
Dressing the client: “Is it okay with you if we get you dressed and ready now, Mrs Rogers?”

➢ Explaining what the procedure is: “right, I’m just going to get you dressed.”

➢ Explaining why the client needs it: “so you’re ready when you son comes to pick you
up in half an hour.”

➢ Explaining what will happen during the procedure: “I’m going to start from the
bottom and work my way up, starting with your socks and underwear, then your
trousers, shirt and jacket.” “I’m going to put your socks on now.”

➢ Asking if the client has any preferences: “would you prefer trousers or a skirt today?”
“Would you like the white shirt or the blue shirt?” “Do you want your cardigan on now,
or would you like to take it with you for later?”

➢ Answering clients’ questions and addressing their concerns: “is there anything you’re
worried about or unsure of?” “Of course it’s no trouble, I’m here to help you.” “No, we
won’t let a male dress you, it will always be me, but Sarah will do it on my days off.”

➢ Confirm that the client understands and that they are happy: “are you happy for me
to get started now?”

Going to the doctor: “I’m going to make you an appointment with Dr Jack to get that rash looked at.”

➢ Explaining what the procedure is: “we’re going to go in the car to the surgery so that
Dr Jack can have a look at that rash and give you some cream to make it go away.”

➢ Explaining why the client needs it: “because you’ve had that rash for a couple of days
now and we need to find out what it is so we can treat it and it will stop itching and
irritating you.”

➢ Explaining what will happen during the procedure: “Dr


Jack will want to have a look at your back and your elbows
to see what the spots look like so he can tell what it is.”

➢ Asking if the client has any preferences: “would you


prefer to go on Monday or Tuesday?” “Are you happy
seeing Dr Jack?” “Would you like me to stay in the room
with you or to leave you to it?”

➢ Answering clients’ questions and addressing their


concerns: “you won’t have to get naked, he will just look at where it is on your back
and elbows.” “We will get the prescription while we’re there.” “Is there anything else
bothering you?”

➢ Confirm that the client understands and that they are happy: “Are you happy with
this?” “Would you like me to change anything?”

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Confirming details and plans for procedures, no matter how simple, can be reassuring for the client and
also gives them the chance to have their say on anything. Even if clients do not ask questions or make
stipulations, they will generally appreciate the fact that you went through the plan and confirmed
details with them, rather than just going ahead and doing it.

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2.2 – Consider and confirm the person’s level of participation in meeting their
personal support needs

By the end of this chapter, the learner should be able to:


➢ Consider the person’s level of participation in meeting support needs after a discussion with
them.

Client participation
Different clients will have different levels of participation in meeting their personal care needs.

Participation may be:


➢ Making decisions about their care plans

➢ Identifying needs

➢ Looking after themselves

➢ Retaining independence.

You can gauge and assess the client’s level of participation in meeting their personal care needs by:
➢ Assessing their ability to contribute towards decisions

➢ Observing their level of ability and independence

➢ Assessing whether they are aware of their own needs

➢ Offering them opportunities to participate

➢ Ensuring that they understand situations wherever possible.

Clients should be offered opportunities to get involved with their care and decisions wherever possible;
determining their level of participation and ability will help you to help them make plans for their
futures and to assess and prepare for their future needs.

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2.3 – Provide the person with information to assist them in meeting their own
personal support needs

By the end of this chapter, the learner should be able to:


➢ Provide a client with information to assist them in meeting their own personal support
needs.

Providing information
In order to understand their conditions and make the best decisions for themselves, clients need access
to information about their care needs and health requirements. This can enable them to prepare for the
future and feel more comfortable and confident about any changes they should expect.

Information may include:


➢ Literature from the doctor

➢ Discussions with doctors and other health professionals

➢ Counselling and mentoring

➢ Leaflets and such.

Where you have identified that a client would benefit from accessing some information, you should
assist them.

This may involve sourcing the information for them, such as by:
➢ Downloading information

➢ Sourcing information, such as pamphlets and books

➢ Arranging meetings

➢ Explaining things to them.

When clients understand their own needs and what can be done, either by themselves or by carers,
they will be much more able and informed in helping to meet their own care needs.

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3. Provide personal support

3.1. Safely prepare for each task and adjust any equipment, aids and appliances

3.2. Take account of identified risks in the provision of personal support and technical support
activities

3.3. Identify and respond to routine difficulties during support routines, and report more complex
problems to supervisor

3.4. Identify changes in the person’s health or personal support requirements and report to
supervisor

3.5. Work with the person and supervisor to identify required changes to processes and aids

3.6. Maintain confidentiality, privacy and dignity of the person

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3.1 – Safely prepare for each task and adjust any equipment, aids and
appliances

By the end of this chapter, the learner should be able to:


➢ Prepare for each task in a responsible manner by adjusting any equipment, aids and
appliances.

Using equipment safely


There are many aids, processes, appliances and pieces of equipment available to use when caring for
clients.

These may:
➢ Need specialist training or qualification to use/do

➢ Be required for a particular task

➢ Not be necessary, but make a task easier

➢ Be client-operated

➢ Be carer-operated.

In any case, anyone using these items or methods needs to be properly trained in using them, including
what to do if things go wrong.

Where you are using these or a client is using them, you need to understand the process or
equipment is being used correctly and safely; failure to ensure this can result in:
➢ Breakage of the equipment

➢ Injury to the client and/or the care


provider

➢ Infection

➢ The discomfort of the client

➢ Failure of the method used.

Where you or a client are using a process or piece of equipment, you should have been properly trained
in its use. This enables you to understand what is right and what is wrong; where things are being done
wrongly, either by accident or intention, you need to address the issue, before any negative
consequences can arise.

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3.2 – Take account of identified risks in the provision of personal support and
technical support activities

By the end of this chapter, the learner should be able to:


➢ Take an account of and identify risks in the provision of personal and technical support
activities.

Working around risks


From time to time you will have to work around different types of risk and hazard; these may be a
physical part of the working environment or may be associated with the clients themselves.

Risks associated with clients can be:


➢ Evidence of self-neglect

➢ Behaviours of concern

➢ Impaired judgement and problem solving abilities

➢ Impaired cognitive functioning

➢ Sudden or unexpected change in health status, including sensory loss.

Clients who are considered to be at risk need further support and to have their needs considered when
support is being provided for them. Some clients may need to be treated by more experienced staff,
especially those who have a history of, or are likely to become violent towards themselves, other clients
and their caregivers.

Some clients may need additional support to help them come to terms with and cope with their
conditions; where there are behavioural changes or self-neglect or harm issues, the client may need
help dealing with a personal problem.

Changes to health status need to be addressed by a health professional and their care adapted
accordingly to support them through these difficult times.

Environmental hazards may include:


➢ Slippery or uneven floor surfaces

➢ Physical obstructions (e.g. furniture and


equipment)

➢ Poor home maintenance

➢ Poor or inappropriate lighting

➢ Inadequate heating and cooling devices

➢ Inadequate security.

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These can be present in both residential care homes and private homes, though residential care homes
are required to provide a safe living and working environment for staff and clients. Where a client’s
home is seriously substandard, to the extent that it poses a very real danger to them, for example,
repeated slips and trips, difficulty navigating furniture, etc., then steps should be taken to either adapt
the home or to move them to more suitable accommodation, for their own protection.

When clients are discharged from a hospital or similar care facility, a home check will usually be carried
out; poor and unsuitable accommodation will mean that the client will not be discharged.

Where clients are unwilling to move or to address their circumstances, you should explain to them how
dangerous it can be for them if they fall and there’s no-one there to help them or that they could
become ill from the heat or the cold.

It is within your duty of care as a care provider to ensure that your clients are living in suitable
accommodation.

Other risks associated with care:


➢ Social rights infringement.

A client’s social right can be infringed if a carer or their care-providing organisation ignores their rights
or fails to meet their care needs. This includes abuse and neglect, but also refers to other incidents and
scenarios, such as the client not being fed properly, not being washed properly and having their privacy
breached. In these instances, the client has the right to make a complaint about their care to an
authoritative body, which may help them decide a course of action.

When working in and around identified or


potential risks you need to be constantly aware
and ready to respond, especially in scenarios
where the risk cannot be eradicated. This may
mean monitoring the client who is likely to
attack their neighbour or providing additional
care to a client suffering sensory loss or mental
health issues.

Where specific issues exist or arise, you should


ideally be able to access training or guidance
from your organisation to help you work
effectively and to support the client.

Technical care
You may need to provide support with technical care activities for clients.

Technical skills may refer to:


➢ Simple dressing

➢ Catheter care (not including insertion or removal of tubes)

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➢ Application of prostheses

➢ Application of anti-thrombotic stockings

➢ Assistance with breathing tubes (under direct supervision of a health professional)

➢ Simple eye care.

These tasks should generally be mastered by many caregivers,


through training and experience, but may be difficult or
impossible for clients to do independently.

The technical tasks that clients require assistance with or prefer


to do themselves should be detailed within their care plans; this
is so care providers are aware of their needs and preferences.

You also need to carry out these tasks in line with organisational
policy, following any procedures that are specified.

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3.3 – Identify and respond to routine difficulties during support routines, and
report more complex problems to supervisor

By the end of this chapter, the learner should be able to:


➢ Identify difficulties in support routines and report necessary instances to their supervisor.

Encountering problems with care


You may occasionally encounter difficulty in providing support for clients; this may be because of the
client’s attitude or behaviour, or because you cannot carry the tasks out for some reason.

Where difficulties arise, you should document what the problem is, why you are having it and how this
could affect the client. You should then consult your supervisor to resolve the issue, in line with
organisational protocols.

For example:
➢ A female client is refusing to be washed or assisted with personal hygiene or grooming.

o she won’t allow it, as you are a male care giver

o if she is not washed, she could experience skin irritation and conditions and
become unpleasant to be around the other clients

o if you speak to the supervisor, they may identify that the problem lies with
male caregivers, and therefore arrange for a female caregiver to attempt to
wash the client

➢ A new client has had both of their legs amputated above the knee. Because of this, it is
hard to lift the client to manoeuvre them into bed and into vehicles.

o because of the difficulty lifting the client safely and securely, staff are
apprehensive about lifting the client and it is impossible to get them in and out
of the bathtub, sit them securely on a shower chair and transfer them into
company vehicles

o you approach the supervisor about this and it is agreed that the organisation
will purchase a specialised hoist for these tasks

You should always discuss difficulties with both the client and a supervisor; this will allow you to
determine a solution that is suitable for the client and meets organisational protocol.

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3.4 – Identify changes in the person’s health or personal support requirements
and report to supervisor

By the end of this chapter, the learner should be able to:


➢ Identify any changes in a person’s health or support requirements and report to their
supervisor.

Changing needs
Clients’ needs will change as they age and as time passes. You will generally be able to identify these
through your relationship with the client, though sometimes the client may need to report a change or a
need to you so you can adapt their care appropriately.

Changes to clients’ personal care requirements can be related to:


➢ Sensory difficulties: such as the loss or impairment of sight and hearing
➢ Mobility issues: such as the need for a wheelchair or an electric wheelchair
➢ New conditions: the development of new conditions, such as dementia or incontinence
➢ Injuries: care required as the result of an injury or accident, such as a fall
➢ New requirements: for example, if the client now needs help with dressing or eating,
when they haven’t required this kind of help before
➢ Worsening of existing conditions: where conditions deteriorate and the client needs
additional support or a different treatment
➢ New or changed preferences: such as if the client decides that they no longer want to
be treated by male caregivers.
Where changes are identified, these should be reported to a supervisor so they can be documented
correctly in the client’s care plan and so a strategy can be decided, with the client’s input, about how to
adapt their care to suit their changing needs.

You can report to the relevant supervisor in several ways:


➢ Verbal:
o telephone call
o face-to-face
➢ Written:
o reports
o case notes
o hazard and incident reports
o care plans
o notes

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o emails.
Your organisation may have guidelines in place about how you should contact supervisors and report
such changes; where these are in place, you should follow them to ensure that you message is received
and dealt with in a timely manner.

Health concerns
You may identify health concerns related to individual clients through the course of your work.
Variations to a client’s health generally signifies that their care needs to be adapted or monitored,
whereas concerns need to be addressed with the client and a supervisor.

Variations can be:


➢ Changes in behaviour:

o sudden changes in mood

o sudden changes in character

o sudden changes in lifestyle and preferences

➢ Development of new conditions:

o the development of new illnesses

o the development of new disabilities

➢ Sensory deterioration or loss:

o issues with hearing and sight

o issues with awareness and alertness

➢ New requirements:

o need for continence aids

o need for additional support

o changes to mobility and independence.

All of the above may be a cause for concern. Changes in behaviour can be a sign of a deeper issue and
should always be monitored and investigated in order to find out the cause; a client who is off their
food may be suffering from an eating disorder, may be having trouble eating physically or may be self-
neglecting. A lack of motivation and significant changes in their preferences and lifestyle can be a sign of
withdrawal and apathy.

You do not necessarily have to identify what the change may symbolise or mean, just noticing a
variation is important and should always be reported so it can be monitored and investigated.

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Report to supervisor
Any variations and concerns in a client’s behaviour should be reported to a supervisor so that
appropriate steps can be taken to care for the client.

You can report to the relevant supervisor in several ways:


➢ Verbal:

o telephone call

o face-to-face

➢ Written:

o reports

o case notes

o hazard and incident reports

o care plans

o notes

o emails.

Your organisation may have guidelines in place about how you should contact supervisors and report to
them; where these are in place, you should follow them to ensure that you message is received and
dealt with in a timely manner.

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3.5 – Work with the person and supervisor to identify required changes to
processes and aids
By the end of this chapter, the learner should be able to:
➢ Discuss and identify any changes to process and aids with the person and supervisor.

Equipment changes
From time to time, you may identify the need to change the processes and aids used in your workplace.
In these instances, you will likely have to work with both clients and staff to determine a suitable
adaptation.

Many changes will be related to breakages of equipment or the need for new equipment; for example,
if a hoist breaks, you will need to source another one that meets the needs of the clients.

Another reason for equipment evaluation would be to access a more suitable aid, such as particular
continence aids for clients or specific feeding equipment to suit needs.

Discussing these changes with clients can ensure that you source equipment and adapt processes to suit
their needs, whilst the supervisor will be aware of the organisational policy and budgets. Working
successfully with both should allow you to adapt the service to suit everyone.

There are several ways in which you can identify these needs:
➢ When a client tells you: for example, if the continence aids used in your workplace are
not suitable for the clients, they may tell you. They may tell you or ask directly for an
alternative, such as “I’m struggling with the bedpan, would it be possible to use
continence pants instead?”

➢ Through observation: you may notice that clients are struggling to use the current
bedpans and decide to review this

➢ Through asking clients: you may approach them and ask why they are struggling with a
particular thing and what can you do to make this better for them?

➢ Through experience: you may know that the hoist is broken or that the bedpans are
awkward to use

➢ Periodic review: your organisation may


periodically review equipment and
processes, assessing their suitability and
usefulness.

Whether the clients identify the need for change or you


do, you still need to discuss this with them wherever
possible, to enable you to secure an alternative or an
adaptation that is right for them.

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3.6 – Maintain confidentiality, privacy and dignity of the person

By the end of this chapter, the learner should be able to:


➢ Ensure the person’s privacy, confidentiality and dignity is maintained throughout the
support process.

Privacy
Privacy is applicable to many aspects of a client’s life and care.

Examples of how privacy should be maintained and promoted include:


➢ Training all staff properly about privacy

➢ Restricting access to records and information about the client to appropriate personnel

➢ Respect clients’ personal relationships with others

➢ Respect clients’ sexual relationships and give them relevant privacy

➢ Give the client a choice in interpreters, where required

➢ Ask their permission before entering their personal space

➢ Ask their permission before touching their possessions

➢ Ask their permission before going through their drawers, etc.

➢ Allow clients privacy for conversations and phone


calls, such as by having designated rooms or areas

➢ Do not open mail addressed to clients

➢ Provide single-sex bathrooms and toilets

➢ Allow and encourage personalisation of personal


spaces, such as bedrooms.

➢ Only gather and collect relevant and required


information.

Providing clients with as much privacy as possible will have a significant impact on their happiness
and self-worth and make life in a residential home much more agreeable and attractive; having the
privacy and opportunity to do things also encourages and provides levels of independence that clients
may not necessarily expect:
➢ A care provider asking permission to go through their wardrobe can grant clients a
degree of autonomy, self-worth and independence, even if they are being dressed.

➢ Knocking before you enter a room and awaiting an invitation inside will show clients
that they have much more autonomy and respect than having them walked in on with
no warning.

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➢ Providing clients with a private room where they can take or make phone calls will
show them how much privacy they have and allow them to retain some of their
identity and independence.

Dignity
Clients have a right to dignity, which means that:
➢ They should be valued as people and as individuals
➢ Treat them as people; listen to what they say, take it seriously and don’t talk down to
them in a simplistic manner
➢ Don’t draw attention to the fact that they need additional help
➢ Don’t point out weaknesses or inabilities
➢ Be sensitive and discreet; try to understand how they are feeling
➢ Carry out personal care in a dignified and professional manner
➢ Never talk about the client as if they are not there
➢ Afford them independence; don’t automatically do everything for them, as this
suggests that you think they are not capable of doing it for themselves
➢ When promoting independence, you must always be patient
➢ Be enthusiastic about your work; it’s not a chore
➢ Be poker faced; don’t show that you are nauseated by a bad smell or shocked when
you see something. Respect how the client feels.
Your organisation may have its own code of conduct regarding treating clients with dignity, which may
include things you must do and things you specifically must not do.

Confidentiality
Confidentiality is required by law in certain respects; the privacy of patient and client records is the
most important aspect of confidentiality in the care industry. Failure to maintain privacy of customer
records is punishable by law and organisations can be sued by the patient.

Confidentiality covers:
➢ Physical privacy of patients in facilities, such as surgeries, hospitals and residential care
homes
➢ Controlling/not sharing records
➢ Monitoring access to records
➢ Disclosure to third parties:
o employers
o other patients and family members
o insurance companies
➢ Use of audit trails to monitor who has accessed
medical records and when

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➢ Encrypting electronic records
➢ Protection of Personally Controlled Electronic Health Records (PCEHR)
➢ Not selling or communicating data to pharmaceutical companies.
Confidentiality laws apply to discussing clients’ conditions and treatment with other people; you need
to be aware of the legislation around this and apply it to your discussions. Generally, clients must give
their permission for you to contact others about their medical details and you can only discuss their
conditions with identified close family members, such as spouses.

Some information must be stored appropriately in line with confidentiality laws and organisational
procedures, such as:
➢ Financial information

➢ Healthcare/medical records

➢ Personal details.

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4. Complete reporting and documentation

4.1. Comply with the organisation’s reporting requirements, including reporting observations to
supervisor

4.2. Complete and maintain documentation according to organisation policy and protocols

4.3. Store information according to organisation policy and protocols

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4.1 – Comply with the organisation’s reporting requirements, including
reporting observations to supervisor

By the end of this chapter, the learner should be able to:


➢ Follow the organisation’s reporting requirements and report observations to a supervisor.

Reporting
There are certain things that need to be reported in the care
industry, such as:
➢ Accidents and injuries

➢ Clients’ progress

➢ Medical care and medication

➢ Mandatory notification.

These examples and similar are likely to have information and evidence gathered by a care provider,
which is communicated to a supervisor, for record-keeping or for action to be taken.

Where you are required to do this, it is important to follow organisational procedures; this ensures
that:
➢ Reports are received correctly

➢ Reports are sent to the right person

➢ All required reports are gathered

➢ Reports are in the appropriate format and include all required information

➢ Reports are handled correctly.

You will have the company’s expectations made clear to you before you complete any reports or have
to report something. If in doubt or unsure, double-check with a supervisor or colleague.

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4.2 – Complete and maintain documentation according to organisation policy
and protocols

By the end of this chapter, the learner should be able to:


➢ Complete and maintain any documentation within the organisation’s guidelines.

Complete documentation
As explained in the previous section, reports need to be completed in line with organisational
specifications; this includes the formatting and how you submit it.

This applies to all documentation used in the workplace. A uniform approach to completing
documentation ensures that documentation can be easily accessed and read by everyone.
Organisational policies and protocols are implemented to ensure that this is the case for as much
paperwork as possible and can benefit everyone involved.

Maintain documentation
Maintaining documentation generally applies to the way information is presented and the way it is
stored. The previous sections have covered various elements of presenting information, in line with
organisational requirements and procedure.

When documents and reports have been composed and submitted, they need to be filed and stored
properly, ensuring that confidentiality requirements are met, where applicable. These standards should
be specified and implemented by the organisation and the supervisors responsible for this.

Whichever storage method is used:


➢ Electronic folders

➢ Physical folders

➢ Filing systems.

You should also be aware of legislation that may apply. For example, in some areas, reports and
documents regarding client accidents, injuries and treatments are required to be stored for a certain
amount of time before it can be destroyed, so that it can be referred to or used as evidence. Conversely,
there may be a time limit on how long you can store certain pieces of information, such as financial
information, before it must be destroyed. These requirements, where applicable should be made clear
to anyone with these responsibilities.

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4.3 – Store information according to organisation policy and protocols

By the end of this chapter, the learner should be able to:


➢ Store any information within the organisation’s guidelines.

File information
As explained in the previous section, there are particular specifications made about the storage of
reports, documents and information. These may be made by the law or the organisation; both should
be adhered to and organisational specifications should meet
legislative requirements and stipulations.

Anyone working in this department should be sufficiently


trained on all areas to do with data storage, including time
frames, confidentiality and data protection.

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Summative Assessments
At the end of your Learner Workbook, you will find the Summative Assessments.

This includes:

➢ Skills assessment

➢ Knowledge assessment

➢ Performance assessment.

This holistically assesses your understanding and application of the skills, knowledge and performance
requirements for this unit. Once this is completed, you will have finished this unit and be ready to move
onto the next one – well done!

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