Published on
15/7/2025

Physical restraint management: a guide for caregivers

Physical restraint management: discover the best methods and advice for caregivers. Safety, effectiveness, and well-being for all.

The management of physical restraints is a major concern in healthcare facilities such as hospitals, medico-social structures, and nursing homes. It involves the use of methods, materials, or clothing to restrict a person's voluntary mobilization capacities, in order to guarantee the safety of patients and staff.

Although sometimes necessary, physical restraint raises ethical questions and presents significant risks. This guide covers all essential aspects of this practice: from its definition to the development of alternative measures, including caregiver training. It also examines legal and ethical obligations, assessment steps, and strategies adapted to emergency situations.

The objective is to provide a respectful and comprehensive framework for navigating the complexities of physical restraint, while placing the well-being and dignity of patients at the heart of concerns.

Understanding physical restraint

Definition and objectives

Physical restraint, also known as passive restraint, is characterized by the use of various means or equipment intended to deliberately limit a person's ability to mobilize. Its primary objective is to secure patients and their environment, particularly in situations where their movements or behaviors could be dangerous or inappropriate.

A frequent application of physical restraint is to prevent injuries and accidents, such as falls. By limiting excessive movement, it helps preserve bodily integrity, particularly in frail individuals or those with pre-existing medical conditions.

Furthermore, restraint should serve to maintain a correct posture, an important practice to avoid musculoskeletal problems as well as chronic pain, thus offering better daily comfort to some patients.

Different types of physical restraints

Several forms of physical restraint can be distinguished, each serving specific objectives. Postural restraint, for example, helps the patient maintain an appropriate position, often as part of rehabilitation.

Active restraint is applied by healthcare professionals, such as physical therapists, to assist a person's verticalization after a prolonged period of bed rest. In contrast, passive restraint includes all devices, including thoracic vests, straps, belts, or ties designed to limit unexpected movements and ensure patient safety in the acute phase.

Indications and contraindications

The implementation of physical restraint must be decided by a healthcare professional, after a rigorous assessment of the patient's needs. Common indications include situations where the person exhibits aggressive behavior or could be injured due to mobility restrictions.

However, restraint is not without risks. Prolonged use can lead to muscle weakness, loss of joint flexibility, and even complications at the musculoskeletal level, sometimes making recovery more difficult. It is therefore essential to regularly assess the necessity and effectiveness of restraint, taking into account factors such as age, general health status, and the nature of the condition.

Ethical and legal principles

Respect for patient dignity

Respect for patient dignity remains at the heart of concerns in the management of physical restraints. Indeed, this practice, which aims to limit a patient's movements, can be perceived as a potential violation of their fundamental rights. It is essential to ensure that restraint is implemented as a temporary and necessary measure, and not as an action that could humiliate or degrade the patient. This principle is essential to preserve the moral integrity of the individuals concerned.

Care professionals must pay close attention to the impact of restraint on the patient's privacy and dignity. This includes the choice of suitable equipment, which must be as non-restrictive as possible, while ensuring an effective compromise between comfort and safety. In addition, preserving the patient's dignity goes beyond the equipment: it also involves offering activities or arrangements that maintain psychological comfort, even in situations of restraint.

The legal and regulatory frameworks

The management of physical restraints is governed by legal frameworks and rigorous standards, aimed at protecting patients' rights. These regulations ensure that this intervention is exclusively reserved for exceptional, medically justified situations, and implemented within a well-considered framework.

It is essential that each medical hospital has a strict and transparent protocol, established beforehand. The steps include identifying specific indications, the exact procedures for implementing and monitoring restraint, and the criteria for its removal. These protocols, developed collaboratively, should be regularly reviewed to incorporate the latest advances in care and ensure best practices.

Consent and decision-making

Consent and decision-making play a key role in the use of physical restraints. Ideally, the consent of the patient or their legal representatives should be obtained before any restraint is applied. This places the approach within the respect of the rights and dignity of the person concerned.

However, in an emergency situation where the patient is unable to express their consent, the decision rests with the healthcare professionals, who must act in response to the patient's clinical condition and the risks to their safety. This decision-making is done in a collaborative manner, involving physicians, nurses, and all members of the care team. The goal is to ensure a justified and respectful application of this measure.

Finally, it is imperative to ensure close monitoring and regular reassessment of the patient's condition in order to readjust or remove the restraint as soon as possible. These actions help to limit the duration of the restraint and ensure the patient's well-being throughout the process.

Assessment and implementation of restraint

Risk assessment and the decision to implement

Risk assessment is a primary step before deciding to implement a physical restraint device. This step requires an in-depth analysis, taking into account multiple factors, such as the patient's clinical condition, their history of falls, their sensory and cognitive deficits, as well as their rheumatological or neurological pathologies.

It is essential to reassess, at regular intervals and as a team, the benefit-risk ratio of the proposed measure. The decision to implement it should not, under any circumstances, be based solely on a subjective perception of danger. A precise and documented evaluation, which examines the causes of the risk of falls or dangerous behavior, is essential. In addition, the team should look for alternative solutions that may reduce the need for restraint.

Preparation and the patient approach

Before implementing a restraint device, it is imperative to prepare the patient carefully, while ensuring a suitable environment. This preparation includes a comprehensive assessment, taking into account the service's monitoring capabilities, as well as the patient's physical, behavioral, and cognitive state. Parameters such as lucidity, level of agitation, body size, and individual needs should guide the choice of equipment in order to minimize risks.

The approach to the patient should be based on respect and clear communication. It is essential to explain, in a transparent manner, the reasons for the restraint and to answer questions or concerns from the patient and their family. Such an approach can significantly reduce anxiety and promote a feeling of cooperation on the part of the patient throughout this period.

Installation and monitoring techniques

The implementation of a physical restraint device must adhere to defined techniques and rigorous protocols to optimize its effectiveness and minimize risks. The choice of equipment must be adapted to the patient's specific needs and used in accordance with recommendations. For example, bed rails, while useful in some cases, should be used with caution, as they can become a hazard if the patient attempts to climb over them.

Regular monitoring, including nocturnal periods, is essential to ensure rapid intervention in the event of complications or risk of entrapment. This constant watch is designed to anticipate the patient's needs and reduce the factors prompting them to get out of bed, thereby reducing the risk of serious accidents.

Furthermore, care teams should receive specific training to identify early warning signs of potential complications – such as pressure sores or nosocomial infections – and react promptly and appropriately.

Alternatives and preventions

Non-contentious approaches

Non-restraint approaches play an essential role in reducing the need for physical restraint and improving the quality of life for patients. Among these alternatives is the modification of medical treatments.

For example, adjusting medications to alleviate agitation, anxiety, or aggressive behaviors can often avoid the use of restraints. In addition, adapting the environment, such as by changing the lighting, redesigning the furniture, or adjusting the settings of medical equipment, can reduce the risk of falls and agitation. These environmental adjustments, combined with psychological support, offer valuable alternative solutions.

The importance of non-pharmacological interventions should also be emphasized. These include cognitive stimulation activities, relaxation therapies, and social interactions, which can stabilize the patient's condition while reducing the need for physical restraints.

Strategies for reducing the use of restraints

Reducing the use of physical restraints requires well-defined strategies. One method is the shared acceptance of risk-taking. This concept is based on collaboration between the care team and the patient's entourage, in which certain risks are accepted, while integrating safe alternatives. These solutions include the installation of warning devices and the setting up of spatio-temporal cues, enabling the patient to feel supervised and reassured.

Training of healthcare personnel is also central to these strategies. Raising awareness among caregivers about the early signs of agitation or risk of falls, while teaching them non-restraint management techniques, significantly contributes to the reduction of restraints. Furthermore, this training includes tools for managing aggression and optimizing communication with patients who may be agitated.

Strengthening the security environment

An enhanced safety environment is a proactive approach to preventing dangerous behavior and the risk of falls, while reducing the need for restraints. This involves adding safety barriers around beds, installing non-slip floors and eliminating obstacles in movement areas. The use of fitted geriatric chairs or anti-bedsore mattresses contributes to this protective environment.

Finally, information and collaboration with the patient's relatives are essential. By making them aware of the risks and explaining the possible alternatives to restraint, their active support can be mobilized for an overall safe environment. This promotes prevention while giving a central place to the dignity and comfort of the patient.

Emergency situation management

Recognizing signs of aggression and violence

Early recognition of signs of aggression and violence is fundamental to prevent complex situations and reduce risks for both the patient and the healthcare staff. Caregivers must be trained to quickly detect signs of agitation, such as changes in behavior, increased irritability, manifestations of nervousness, or verbal threats.

These manifestations must be taken seriously, as they may signal a potential imminent episode of violence, requiring rapid and targeted intervention. In addition, environmental factors or even medical aspects, such as pain, fatigue, or side effects related to certain medications, can intensify this aggressiveness. It is therefore essential to adopt a comprehensive approach, allowing for preventive measures to be taken to prevent the situation from worsening.

De-escalation methods and effective communication

De-escalation methods combined with empathic communication are key strategies for managing an emergency without resorting to physical restraint. Calm and open communication can often soothe the person in crisis and reduce the emotional intensity of the situation. Caregivers must master specific techniques, such as active listening, validating the patient's emotions, and offering suitable alternative solutions.

De-escalation doesn't stop at communication alone. It also includes environmental adjustments to neutralize aggravating stimuli. This may involve reducing ambient noise, using soothing lighting, or providing calm, experienced nursing staff capable of handling the situation with control and confidence.

When and how to apply emergency restraint

Sometimes, despite best de-escalation practices, physical restraint becomes necessary to protect both the patient and the care team. However, this solution must be applied with caution and only after all other calming methods have been attempted. It is essential that the implementation of restraint respects strict protocols, guaranteeing both the physical safety and the dignity of the person concerned.

Emergency restraint requires the intervention of trained personnel, using only the minimum force necessary to manage the crisis. At the same time, precise documentation of the reasons for restraint and the measures taken must be maintained. Follow-up and regular reassessment of the need to maintain restraint once the situation has stabilized are also essential steps in ensuring appropriate, respectful care.

Training and support for caregivers

Importance of continuing education

Continuing education plays an important role for caregivers facing complex situations, such as those requiring physical restraint or the management of aggressive behaviors. These trainings help strengthen their ability to detect early signs of stress, aggression, or violence. Thus, caregivers can respond appropriately in order to defuse these often delicate contexts.

Beyond the technical aspect, continuing education provides healthcare professionals with tools to better manage their own stress, as well as that of their patients. This ability to step back from difficult situations promotes in-depth analysis, accompanied by concrete and effective solutions. Consequently, this not only improves the quality of care but also reduces the risk of conflicts and recourse to physical restraint.

Available resources and practical training

Various training programs are available to caregivers to prepare them to effectively manage complex situations. These training courses include specialized modules focused on aggression management and conflict resolution. To provide them with practical tools, they also include practical training, allowing them to identify the verbal and non-verbal signs of aggression, and to react accordingly.

The implementation of varied pedagogical methods, such as face-to-face sessions, slideshows, case studies, or practical exercises, enriches the theoretical and practical skills of caregivers. These multiple approaches directly contribute to their ability to manage delicate situations effectively and calmly.

Psychological support for caregivers in difficult situations

Situations involving complex interactions, such as those concerning aggression management or physical restraint, can have a considerable impact on healthcare providers. Therefore, appropriate psychological support is essential to preserve their emotional well-being while maintaining their ability to provide quality care.

Training programs frequently include modules aimed at promoting the mental and physical health of caregivers. They provide resources to prevent stress and burnout. In addition, the development of support networks and awareness of the importance of psychological balance help support professionals in meeting daily challenges, while minimizing the impacts on their overall condition.

Conclusion

The management of physical restraints in healthcare facilities is an issue requiring a comprehensive and multidimensional approach. It is essential to understand the definitions, objectives, and different types of physical restraints, while respecting the ethical principles and legal frameworks that govern them. A precise risk assessment, combined with innovative non-restraint strategies, as well as continuous training of healthcare personnel, is an essential pillar for limiting their use. To enhance patient safety, it is also essential to participate in initiatives such as Patient Safety Week 2025.

Moreover, de-escalation techniques, combined with effective communication and appropriate psychological support for caregivers, play an essential role in managing complex cases. In addition, it is important to strengthen the safe environment and personalize responses according to the specific needs of each patient, in order to ensure respectful and safe care for all.

It is time to take concrete action: implement these principles in your daily practices, invest in the quality of training for your staff, and let's collaborate to build safer and more dignified care environments.

FAQ

What are the criteria for determining the need for physical restraint in an elderly patient?

The implementation of physical restraint in an elderly patient is based on several essential criteria, ensuring both the safety and respect of the patient:

  • Restraint must be strictly carried out on medical prescription, duly justified and documented in the patient's file.
  • It requires a thorough assessment of the benefit-risk ratio, conducted by a multidisciplinary team.
  • Regular monitoring must be scheduled and tracked to prevent the risks associated with immobilization, while providing care in terms of hygiene, nutrition, hydration and psychological support.
  • The patient, as well as their relatives, must be clearly informed of the reasons for and objectives of the restraint, with a search for consent and participation.
  • Finally, the choice of restraint equipment must guarantee both safety and comfort, adapted to the patient's specific needs.

What types of physical restraint can be used, and in what specific situations?

Physical restraint uses various devices to limit mobility in order to ensure the safety of the patient or caregivers. These devices include:

  • Restraints, handcuffs, straitjackets or thoracic straps;
  • Wrist and ankle restraints, often used in hospitals or during emergency interventions;
  • Bed rails and geriatric chairs equipped with fixations for precise immobilization in secure positions.

These devices should be used according to specific indications, mainly in medical contexts or for the prevention of dangerous gestures.

What rules and precautions must be followed to ensure that physical restraint is not used for punitive purposes or to compensate for staff shortages?

Physical restraint should never be used as punishment or as a solution to staffing shortages. Its application must adhere to strict principles:

  • The need for restraint must be justified by a medical prescription, recorded in the patient's file with detailed information and a time stamp.
  • The choice of restraint equipment should primarily aim for comfort and safety to avoid any risk.
  • It must imperatively preserve the patient's privacy and dignity.
  • A benefit-risk reassessment must be carried out at least every 24 hours by the medical team, to adapt the restraint to the evolution of the clinical condition.
  • Restraint should be lifted as soon as medically feasible, under prescription.

How should the effectiveness and necessity of physical restraint be regularly evaluated and reviewed?

To ensure the appropriate and adjusted use of physical restraints, it is essential to carry out a regular evaluation of the following parameters:

  • The patient's physical, cognitive, and behavioral state, with an analysis at least every 24 hours.
  • The direct consequences of immobilization, such as the risk of nosocomial infections or the appearance of pressure ulcers.
  • Rigorous verification to ensure that the initial objectives of restraint are actually achieved.
  • Finally, consider and evaluate alternatives to restraint to minimize associated risks.
photo of the author of the safeteam academy blog article
Frédéric MARTIN
Founder of SafeTeam Academy
Back to blog
safeteam logo

Our teams are committed to assessing your needs and providing you with a response in less than 48 hours