An independent guide to Excel wheelchairs Models · Specifications · Practical advice
Wheelchair knowledge · Practical guidance

Getting in and out of a wheelchair: prepare a personal transfer plan

What to discuss with a professional before choosing transfer equipment or relying on help from family and carers.

Getting into or out of a wheelchair is often called a transfer. The right method depends on the person, the chair, the destination surface and any assistance or equipment involved. There is no universal technique that an article can safely prescribe. A personal plan and practical demonstration are more useful than copying someone else’s routine.

Describe the transfers you actually make

List the places involved: bed, toilet, car, sofa or another chair. Note which ones are difficult and when help is available. Different destinations may need different arrangements. A method used at home should not automatically be applied in an unfamiliar bathroom or a vehicle.

Explain the difficulties in concrete terms: a narrow space, an uneven surface, a hard-to-reach control or an assistant who cannot be present. Include concerns about pain, fatigue, balance or skin without trying to diagnose their cause. These details help a professional assess the task.

Ask for an appropriate assessment

The NHS moving and handling guidance recommends training and professional demonstrations where someone regularly helps move another person. Ask your healthcare team or local authority how to obtain suitable advice. Include the regular carer or attendant in the conversation.

Be clear about what independence means to you. You may want to carry out the task yourself, direct assistance or reduce dependence on a particular person. A useful assessment should consider the ordinary environment and available support, not only what works in a clinic.

Use equipment only within an agreed plan

Transfer boards, hoists, standing aids and other devices are not interchangeable. A product that works for another person may not suit you or the available space. The HSE equipment guidance emphasises assessment and use according to care plans and manufacturer instructions.

Before obtaining equipment, ask who chooses it, who demonstrates it, how it is maintained and what training each helper needs. Do not improvise with household furniture or use a belt as a lifting device because its name sounds helpful. Resolve uncertainty with the responsible professional.

Include the wheelchair’s configuration

Tell the assessor about removable armrests, foot supports, seat height and cushion. Ask which components are moved for the agreed transfer and how they are restored. Follow the chair’s instructions for controls and attachments. If the method depends on a particular setup, record it.

A replacement cushion or chair can alter the task even if the nominal seat width stays the same. Ask for the transfer plan to be reviewed when equipment or your needs change. Do not assume a successful earlier method remains appropriate indefinitely.

Make the plan usable

  • Which transfer and environment it covers.
  • Who participates and what each person does.
  • Which equipment and configuration are required.
  • How readiness and stopping are communicated.
  • What to do if conditions are unsuitable.
  • Whom to contact for review or training.

Ask for instructions in an accessible form. A written plan may need a demonstration, pictures or another format to be useful. If several people help, arrange consistent training rather than relying on a verbal description passed between them.

Plan for the unexpected

Discuss what happens if your usual helper is unavailable, an essential device fails or a destination is unsuitable. Do not let time pressure turn an unassessed lift into the default option. If there is a fall or injury, obtain appropriate emergency or healthcare advice rather than improvising a recovery method from this guide.

For example, a family may be confident with a bed transfer at home but find that a holiday bed is much higher and surrounded by less space. Sharing measurements before travel allows a suitable plan to be considered before arrival.

The aim is a repeatable arrangement that respects the wheelchair user’s preferences and protects everyone involved. Online information can help you prepare questions and describe the task. The actual method, assistance and equipment should come from a suitable assessment and practical training for your circumstances.