DIRECT CARE STAFF COMPETENCY CHECKLIST
Applying Non-Sterile Gloves
Assistance with Infection Control
Cough/Sneeze Etiquette
Donning a Gown
Oral Care
Performing Fingerstick Blood Glucose Specimen
Personal Protective Equipment
Positioning - Shortness of Breath
ROM – Hand and Wrist
ROM - Hip
ROM - Knee
ROM - Shoulder
Side-Lying - Lateral Position
This work is licensed under the Creative Commons Attribution-NoDerivatives 4.0 International License. To view
a copy of this license, visit http://creativecommons.org/licenses/by-nd/4.0/.
_____________________________________________________________________________________________
This policy and procedure is not intended to replace the informed judgment of individual physicians, nurses or
other clinicians nor is it intended as a statement of prevailing community standards or minimum standards of
practice. It is a suggested method and technique for achieving optimal health care, not a minimum standard
below which residents necessarily would be placed at risk.
DIRECTCARESTAFFCOMPETENCYCHECKLIST
ApplyingNonSterileGloves
AREAOBSERVED MET NOT
MET
COMMENTS
Gathernecessarysupplies
Washhandsanddrythoroughly.
Selectappropriatesizedgloves
Removeapairofglovesfromtheglovebox
Examineglovesforanydefects/damage
Pullglovesoncarefully
Ifglovetearsorbecomespunctured,removeglove
andbeginagainwithanewglove
Interlacefingerstoremovewrinkles,airpockets
andachieveacomfortablefit
Performresidentcaretasks
Removegloveswithoutcontaminatingthehands
Disposeofglovesperpolicy
Washhandsandexitroom
NAME______________________________________________________DATE______________
EVALUATOR_________________________________________________DATE______________
This work is licensed under the Creative Commons Attribution-NoDerivatives 4.0 International License. To view
a copy of this license, visit http://creativecommons.org/licenses/by-nd/4.0/.
_____________________________________________________________________________________________
This policy and procedure is not intended to replace the informed judgment of individual physicians, nurses or
other clinicians nor is it intended as a statement of prevailing community standards or minimum standards of
practice. It is a suggested method and technique for achieving optimal health care, not a minimum standard
below which residents necessarily would be placed at risk.
Clear Form
DIRECTCARESTAFFCOMPETENCYCHECKLIST
AssistancewithInfectionControl
AREAOBSERVED MET NOT
MET
COMMENTS
Usesconsistentandappropriatehandwashing
procedures
Consistentandappropriateapplication,removal
anddisposalofgloves
Assistsresidentsinapplyingprinciplesofinfection
controlandpreventionduringallactivities
Appliesstandardprecautionsappropriately
Preparessoiledlinenforlaundryinamannerto
preventpersonalcontamination
Identifiescommoninfectiousdiseases
Understandsandappliesprinciplestopreventthe
spreadofinfection
NAME______________________________________________________DATE______________
EVALUATOR_________________________________________________DATE______________
This work is licensed under the Creative Commons Attribution-NoDerivatives 4.0 International License. To view
a copy of this license, visit http://creativecommons.org/licenses/by-nd/4.0/.
_____________________________________________________________________________________________
This policy and procedure is not intended to replace the informed judgment of individual physicians, nurses or
other clinicians nor is it intended as a statement of prevailing community standards or minimum standards of
practice. It is a suggested method and technique for achieving optimal health care, not a minimum standard
below which residents necessarily would be placed at risk.
Clear Form
DIRECTCARESTAFFCOMPETENCYCHECKLIST
Cough/SneezeEtiquette
AREAOBSERVED MET NOT
MET
COMMENTS
Employeeleftthecareareaorturnedawayfrom
residenttopreventdirectexposure
Theemployeecoveredtheirmouthandnosewitha
tissue.
Iftissuenotavailabletheemployeecoughedor
sneezedintotheiruppersleeveorelbow,NOT
THEIRHAND.
Ifatissuewasuseditisdiscardedintoawaste
basket.
Theemployeewashedtheirhandswithsoapand
wateraftercoughingorsneezing.Ifsoapandwater
wasnotaccessibleanalcoholbasedhandcleanser
wasused.
NAME______________________________________________________DATE______________
EVALUATOR_________________________________________________DATE______________
This work is licensed under the Creative Commons Attribution-NoDerivatives 4.0 International License. To view
a copy of this license, visit http://creativecommons.org/licenses/by-nd/4.0/.
_____________________________________________________________________________________________
This policy and procedure is not intended to replace the informed judgment of individual physicians, nurses or
other clinicians nor is it intended as a statement of prevailing community standards or minimum standards of
practice. It is a suggested method and technique for achieving optimal health care, not a minimum standard
below which residents necessarily would be placed at risk.
Clear Form
DIRECTCARESTAFFCOMPETENCYCHECKLIST
DonningaGown
AREAOBSERVED MET NOT
MET
COMMENTS
Gathernecessarysupplies
Assembleequipmentonacleanoverbedtableor
othersurface.
Washhandsanddrythoroughly,applycleangloves.
Chooseappropriatelysizedgown
Examinegownforanydefects/damage
Putongownwithopeningintheback
Overlapgowntofullycoveruniformintheback
Tiegownsecurelyattheneckandwaist
Performresidentcaretask
Removegown
Disposeofgownperfacilitypolicy
Removeglovesifappropriateanddiscard
Washhandsandexitroom
Discardallequipmentperfacilitypolicy
Removeanddiscardgloves,performhandhygiene
NAME______________________________________________________DATE______________
EVALUATOR_________________________________________________DATE______________
This work is licensed under the Creative Commons Attribution-NoDerivatives 4.0 International License. To view
a copy of this license, visit http://creativecommons.org/licenses/by-nd/4.0/.
_____________________________________________________________________________________________
This policy and procedure is not intended to replace the informed judgment of individual physicians, nurses or
other clinicians nor is it intended as a statement of prevailing community standards or minimum standards of
practice. It is a suggested method and technique for achieving optimal health care, not a minimum standard
below which residents necessarily would be placed at risk.
Clear Form
DIRECTCARESTAFFCOMPETENCYCHECKLIST
OralCare
AREAOBSERVED MET NOT
MET
COMMENTS
Gathersupplies
Introduceselftoresident;greetresidentbyname
Explaintheproceduretotheresidentpriorto
beginning
Washhandsandapplycleangloves
Assistresidenttoasittingposition
Protectresident’sclothingpriortoprovidingoral
care
Moistentoothbrushwithwaterandapply
toothpastebeforebrushing
Brushsidesandbitingsurfacesofteethandthe
gumlinewithagentlemotion
Offerresidentwatertorinsemouthafterbrushing
Provideabasinordisposablecuptouseforspitting
afterrinsingmouth
Clean,dryandstoreequipmentperpolicy
Leaveareaaroundresident’smouthcleananddry
Removegloves,washhands
Leaveassistdeviceswithinreachofresident
Leavecalllightwithinreachofresident
UseStandardPrecautionsandinfectioncontrol
measureswhenprovidingcare
Askresidentaboutcomfortand/oradditionalneeds
priortoleaving
Promoteresidentrightsandsafetyduringcare
NAME______________________________________________________DATE______________
EVALUATOR_________________________________________________DATE______________
This work is licensed under the Creative Commons Attribution-NoDerivatives 4.0 International License. To view
a copy of this license, visit http://creativecommons.org/licenses/by-nd/4.0/.
_____________________________________________________________________________________________
This policy and procedure is not intended to replace the informed judgment of individual physicians, nurses or
other clinicians nor is it intended as a statement of prevailing community standards or minimum standards of
practice. It is a suggested method and technique for achieving optimal health care, not a minimum standard
below which residents necessarily would be placed at risk.
Clear Form
STAFFCOMPETENCYCHECKLIST
PerformingFingerstickBloodGlucoseSpecimen
AREAOBSERVED MET NOT
MET
COMMENTS
Reviewproviderorder
Gathernecessarysupplies
Identifytheresidentperfacilityprotocol
Explaintheproceduretotheresidentpriorto
beginning
Provideprivacy
Assembleequipmentonacleanoverbedtableor
othersurface.
Performhandhygieneandapplycleangloves.
Ifusingabloodglucosemeterwithteststripscheck
theexpirationdateofthestripstoensuretheyhave
notexpired.
Chooseasiteontheresident’sfingertipthatdoes
nothavecallousformationorbruising.
Wipetheselectedsitewithanalcoholwipe,let
areadrycompletelyasalcoholmayalterthe
reading.
Obtainabloodsamplebyusingasterilelancet(a
springloadedlancetormanuallancet)Discardthe
firstdropofbloodifanalcoholwipewasusedto
cleanthefingertip.
Ifadropofbloodis notpresentatthepuncture
site,holdthefingerdownwardandgentlymassage
thefingerfromthebasetothepuncturesite.Do
notsqueezeorapplypressuretothesite.
Placeadropofbloodonthereagentstrip,covering
thetestareacompletely.
Wipethefingertipwithacottonballorgauzeto
sealthepuncturesite.
Ifbleedingpersistsapplyabandaid.
Followtheinstructionsprovidedbythe
manufactureroftheglucosemonitoringsystemto
obtainabloodglucosereading.
Disposeofthelancetinthesharpsdisposal
container.
Discardallequipmentperfacilitypolicy
This work is licensed under the Creative Commons Attribution-NoDerivatives 4.0 International License. To view
a copy of this license, visit http://creativecommons.org/licenses/by-nd/4.0/.
_____________________________________________________________________________________________
This policy and procedure is not intended to replace the informed judgment of individual physicians, nurses or
other clinicians nor is it intended as a statement of prevailing community standards or minimum standards of
practice. It is a suggested method and technique for achieving optimal health care, not a minimum standard
below which residents necessarily would be placed at risk.
Clear Form
Cleananddisinfectreusableequipmentaccording
tomanufacturer’sinstructionsandcurrentinfection
controlpractices.
Removeanddiscardgloves,performhandhygiene
Placetheresidentinacomfortableposition,ensure
callbelliswithinreach.
Documenttheprocedure,assessmentandthe
residentsresponse.
Addressabnormalfindingsperphysicianorder.
NAME______________________________________________________DATE______________
EVALUATOR_________________________________________________DATE______________
This work is licensed under the Creative Commons Attribution-NoDerivatives 4.0 International License. To view
a copy of this license, visit http://creativecommons.org/licenses/by-nd/4.0/.
_____________________________________________________________________________________________
This policy and procedure is not intended to replace the informed judgment of individual physicians, nurses or
other clinicians nor is it intended as a statement of prevailing community standards or minimum standards of
practice. It is a suggested method and technique for achieving optimal health care, not a minimum standard
below which residents necessarily would be placed at risk.
Clear Form
STAFFCOMPETENCYCHECKLIST
PersonalProtectiveEquipment
AREAOBSERVED MET NOT
MET
COMMENTS
Gathernecessarysuppliesbasedonthetypeof
procedurethatwillbeperformedandidentifythe
PPEthatwillberequiredforStandardbased
precautionsorTransmissionbasedprecautions.
(Contact,DropletorAirborne).
Planallactivitiesbeforeenteringtheresident’s
room.
Identifytheresidentandexplaintheprocedureto
theresidentandcontinuewithcareasappropriate.
STANDARDPRECAUTIONS MET NOT
MET
COMMENTS
Performhandhygieneandapplygloves.
Putongown,mask,protectiveeyewearandgloves
basedonthetypeofexposureanticipated.Follow
transmissionbasedprecautionsbelow.
Removeglovesandperformhygiene.Discardgloves
inwastereceptacle.
TRANSMISSIONBASEDPRECAUTIONS
(DONN)PUTONINTHISORDER
MET NOT
MET
COMMENTS
Gown:Fullycovertorsofromnecktoknees,arms
toendofwrists,andwraparoundtheback.Fasten
inbackoftheneckandwaist.
Maskorrespirator:Securetiesorelasticbandsat
middleofheadandneck.Fitflexiblebandaround
nosebridge.Fitsnugtofaceandbelowchin.
Putongoggles.Placeovereyesandadjusttofit.
Alternately,afaceshieldcouldbeusedtotakethe
placeofthemaskandgoggles.
Putoncleandisposablegloves.Extendglovesto
coverthecuffsofthegown.
TRANSMISSIONBASEDPRECAUTIONS
(DOFF)REMOVEINTHISORDER
MET NOT
MET
COMMENTS
Gloves:Graspoutsideofglovewithoppositehand;
peeloff.Holdremovedgloveinglovedhand.Slide
fingersofunglovedhandunderremaininggloveat
wrist.Peelgloveoffoverfirstglove.Discardgloves
inwastecontainer.
This work is licensed under the Creative Commons Attribution-NoDerivatives 4.0 International License. To view
a copy of this license, visit http://creativecommons.org/licenses/by-nd/4.0/.
_____________________________________________________________________________________________
This policy and procedure is not intended to replace the informed judgment of individual physicians, nurses or
other clinicians nor is it intended as a statement of prevailing community standards or minimum standards of
practice. It is a suggested method and technique for achieving optimal health care, not a minimum standard
below which residents necessarily would be placed at risk.
Clear Form
STAFFCOMPETENCYCHECKLIST
PersonalProtectiveEquipment
Gogglesorfaceshield:Handlebyheadbandorear
pieces.Placeindesignatedreceptaclefor
reprocessingorinwastecontainer.
Gown:Unfastenties.Pullawayfromneckand
shoulders,touchinginsideofgownonly.Turngown
insideout.Foldorrollintoabundleanddiscard.
Maskorrespirator:Graspbottom,thentoptiesor
elasticsandremove.Discardinwastecontainer.
AfterremovingglovesandPPE,performhand
hygienebeforeleavingtheresident'senvironment.
NAME______________________________________________________DATE______________
EVALUATOR_________________________________________________DATE______________
This work is licensed under the Creative Commons Attribution-NoDerivatives 4.0 International License. To view
a copy of this license, visit http://creativecommons.org/licenses/by-nd/4.0/.
_____________________________________________________________________________________________
This policy and procedure is not intended to replace the informed judgment of individual physicians, nurses or
other clinicians nor is it intended as a statement of prevailing community standards or minimum standards of
practice. It is a suggested method and technique for achieving optimal health care, not a minimum standard
below which residents necessarily would be placed at risk.
Clear Form
AREAOBSERVED MET NOT
MET
COMMENTS
Reviewproviderorder
Gathernecessarysupplies
IdentifytheResidentperfacilityprotocol
Explaintheproceduretotheresidentpriorto
beginning
Provideprivacy
Assembleequipmentonacleanoverbedtableor
othersurface.
Washhandsanddrythoroughly,applycleangloves.
Verballyacknowledgeresident’scomplaintof
shortnessofbreath
AdjustHOB(headofbed)toappropriatelevel
Recheckresident’sbreathing
Performcomfortmeasures(pillows,raisingfootof
bedtopreventsliding,etc.)
Discardallequipmentperfacilitypolicy
Removeanddiscardgloves,performhandhygiene
Placetheresidentinacomfortableposition,ensure
callbelliswithinreach.
Notifychargenurseofresidentcomplaintsand
interventionsinitiated
Documenttheprocedure,assessmentandthe
resident’sresponse.
NAME______________________________________________________DATE______________
EVALUATOR_________________________________________________DATE______________
This work is licensed under the Creative Commons Attribution-NoDerivatives 4.0 International License. To view
a copy of this license, visit http://creativecommons.org/licenses/by-nd/4.0/.
_____________________________________________________________________________________________
This policy and procedure is not intended to replace the informed judgment of individual physicians, nurses or
other clinicians nor is it intended as a statement of prevailing community standards or minimum standards of
practice. It is a suggested method and technique for achieving optimal health care, not a minimum standard
below which residents necessarily would be placed at risk.
DIRECTCARESTAFFCOMPETENCYCHECKLIST
Positioning - Shortness of Breath
Clear Form
DIRECTCARESTAFFCOMPETENCYCHECKLIST
ROMHandandWrist
AREAOBSERVED MET NOT
MET
COMMENTS
Introduceselftoresident;greetresidentbyname
Explaintheproceduretotheresidentpriorto
beginning
Washhandsandgloveifindicated
Followthephysicianorderregardingthejointsto
beexercised
Supportextremitytoprotectthejointthroughout
theROMexercise
BendandstraightenarmatelbowthroughROM
(Flexion/Extension)
MovewristthroughROMbybendingwristtomove
handdownandback(flexionandhyperextension)
Askresidentiftheyareexperiencinganydiscomfort
duringtheexercise
ControltheextremitythroughouttheROM
exercises
Providesmooth,slow,nonforcefulmovements
Removegloves/Washhands
Leaveresidentinproperbodyalignmentwithhips
againstbackofseat
Leaveassistdeviceswithinreachofresident
Leavecalllightwithinreachofresident
UseStandardPrecautionsandinfectioncontrol
measureswhenprovidingcare
Askresidentaboutcomfortand/oradditionalneeds
priortoleaving
Promoteresidentrightsandsafetyduringcare
NAME______________________________________________________DATE______________
EVALUATOR_________________________________________________DATE______________
This work is licensed under the Creative Commons Attribution-NoDerivatives 4.0 International License. To view
a copy of this license, visit http://creativecommons.org/licenses/by-nd/4.0/.
_____________________________________________________________________________________________
This policy and procedure is not intended to replace the informed judgment of individual physicians, nurses or
other clinicians nor is it intended as a statement of prevailing community standards or minimum standards of
practice. It is a suggested method and technique for achieving optimal health care, not a minimum standard
below which residents necessarily would be placed at risk.
Clear Form
DIRECTCARESTAFFCOMPETENCYCHECKLIST
ROM‐Hip
AREAOBSERVED MET NOT
MET
COMMENTS
Introduceselftoresident;greetresidentbyname
Explaintheproceduretotheresidentpriorto
beginning
Washhandsandgloveifindicated
Followthephysicianorderregardingthejointsto
beexercised
Supportextremitytoprotectthejointthroughout
theROMexercise
MovehipthroughROM,flexinghip,raisingtoward
torsoandreturningtomattress(flexion/extension)
Rotatehipouttowardsideandbringlegintoward
body(abduction/adduction)
Askresidentiftheyareexperiencinganydiscomfort
duringtheexercise
ControltheextremitythroughouttheROM
exercises
Providesmooth,slow,nonforcefulmovements
Removegloves/Washhands
Leaveresidentinproperbodyalignmentwithhips
againstbackofseat
Leaveassistdeviceswithinreachofresident
Leavecalllightwithinreachofresident
UseStandardPrecautionsandinfectioncontrol
measureswhenprovidingcare
Askresidentaboutcomfortand/oradditionalneeds
priortoleaving
Promoteresidentrightsandsafetyduringcare
NAME______________________________________________________DATE______________
EVALUATOR_________________________________________________DATE______________
This work is licensed under the Creative Commons Attribution-NoDerivatives 4.0 International License. To view
a copy of this license, visit http://creativecommons.org/licenses/by-nd/4.0/.
_____________________________________________________________________________________________
This policy and procedure is not intended to replace the informed judgment of individual physicians, nurses or
other clinicians nor is it intended as a statement of prevailing community standards or minimum standards of
practice. It is a suggested method and technique for achieving optimal health care, not a minimum standard
below which residents necessarily would be placed at risk.
Clear Form
DIRECTCARESTAFFCOMPETENCYCHECKLIST
ROM‐Knee
AREAOBSERVED MET NOT
MET
COMMENTS
Introduceselftoresident;greetresidentbyname
Provideprivacy
Explaintheproceduretotheresidentpriorto
beginning
Washhandsandgloveifindicated
Followthephysicianorderregardingthejointsto
beexercised
Supportextremitytoprotectthejointthroughout
theROMexercise
MovekneethroughROM,flexingknee,raising
towardtorsoandreturningtomattress
(flexion/extension)
Askresidentiftheyareexperiencinganydiscomfort
duringtheexercise
ControltheextremitythroughouttheROM
exercises
Providesmooth,slow,nonforcefulmovements
Removegloves/Washhands
Leaveresidentinproperbodyalignmentwithhips
againstbackofseat
Leaveassistdeviceswithinreachofresident
Leavecalllightwithinreachofresident
UseStandardPrecautionsandinfectioncontrol
measureswhenprovidingcare
Askresidentaboutcomfortand/oradditionalneeds
priortoleaving
Promoteresidentrightsandsafetyduringcare
NAME______________________________________________________DATE______________
EVALUATOR_________________________________________________DATE______________
This work is licensed under the Creative Commons Attribution-NoDerivatives 4.0 International License. To view
a copy of this license, visit http://creativecommons.org/licenses/by-nd/4.0/.
_____________________________________________________________________________________________
This policy and procedure is not intended to replace the informed judgment of individual physicians, nurses or
other clinicians nor is it intended as a statement of prevailing community standards or minimum standards of
practice. It is a suggested method and technique for achieving optimal health care, not a minimum standard
below which residents necessarily would be placed at risk.
Clear Form
DIRECTCARESTAFFCOMPETENCYCHECKLIST
ROM‐Shoulder
AREAOBSERVED MET NOT
MET
COMMENTS
Introduceselftoresident;greetresidentbyname
Explaintheproceduretotheresidentpriorto
beginning
Washhandsandgloveifindicated
Followthephysicianorderregardingthejointsto
beexercised
Supportextremitytoprotectthejointthroughout
theROMexercise
MoveshoulderthroughROM,raisingandlowering
armalongside,towardheadofbedandbackto
mattress(flexion/extension)
MoveshoulderthroughROM,movingarmaway
fromsideandback(abduction/adduction)
Askresidentiftheyareexperiencinganydiscomfort
duringtheexercise
ControltheextremitythroughouttheROM
exercises
Providesmooth,slow,nonforcefulmovements
Removegloves/Washhands
Leaveresidentinproperbodyalignmentwithhips
againstbackofseat
Leaveassistdeviceswithinreachofresident
Leavecalllightwithinreachofresident
UseStandardPrecautionsandinfectioncontrol
measureswhenprovidingcare
Askresidentaboutcomfortand/oradditionalneeds
priortoleaving
Promoteresidentrightsandsafetyduringcare
NAME______________________________________________________DATE______________
EVALUATOR_________________________________________________DATE______________
This work is licensed under the Creative Commons Attribution-NoDerivatives 4.0 International License. To view
a copy of this license, visit http://creativecommons.org/licenses/by-nd/4.0/.
_____________________________________________________________________________________________
This policy and procedure is not intended to replace the informed judgment of individual physicians, nurses or
other clinicians nor is it intended as a statement of prevailing community standards or minimum standards of
practice. It is a suggested method and technique for achieving optimal health care, not a minimum standard
below which residents necessarily would be placed at risk.
Clear Form
AREAOBSERVED MET NOT
MET
COMMENTS
Reviewproviderorder
Gathernecessarysupplies
IdentifytheResidentperfacilityprotocol
Explaintheproceduretotheresidentpriorto
beginning
Provideprivacy
Assembleequipmentonacleanoverbedtableor
othersurface.
Washhandsanddrythoroughly,applycleangloves.
Usegoodbodymechanics
Raiselevelofbed,bendknees,spreadfeetapart
Movetheresidenttotheside(edge)ofthebedin3
segments
Crossresident’sarmsoverchest
Crossresident’sanklesorbendthekneeofthe
upper(top)leg
Logrolltheresidenttowardyou
Supportresident’sbackbytuckingapillowor
wedgebehindtheback
Supportresident’stoparmwithapillowinfrontof
chest
Usehandrollifappropriate
Providecushionbetweentoplegandbottomlegto
avoidrubbing/pressure
Standatfootofbedandevaluatepositionof
resident
Adjustpositioningdevicesasneeded
Discardallequipmentperfacilitypolicy
Removeanddiscardgloves,performhandhygiene
Placetheresidentinacomfortableposition,ensure
callbelliswithinreach.
Documenttheprocedure,assessmentandthe
residentsresponse.
Reportanyabnormalfindingstotheprovider.
This work is licensed under the Creative Commons Attribution-NoDerivatives 4.0 International License. To view
a copy of this license, visit http://creativecommons.org/licenses/by-nd/4.0/.
_____________________________________________________________________________________________
This policy and procedure is not intended to replace the informed judgment of individual physicians, nurses or
other clinicians nor is it intended as a statement of prevailing community standards or minimum standards of
practice. It is a suggested method and technique for achieving optimal health care, not a minimum standard
below which residents necessarily would be placed at risk.
DIRECTCARESTAFFCOMPETENCYCHECKLIST
Side-Lying - Lateral Position
NAME______________________________________________________DATE______________
EVALUATOR_________________________________________________DATE______________
Clear Form