Assessments

This section is a work in progress as of January 2024.

Activies of Daily Living

Barthel Index

The Barthel Index evaluates the ability of a person with neuromuscular musculoskeletal disorder to care for themself.

Areas Measured

  1. Feeding

  2. Bathing

  3. Grooming

  4. Dressing

  5. Bowel control

  6. Bladder control

  7. Toileting

  8. Chair transfer

  9. Ambulation

  10. Stair climbing

Population: Adults, Older Adults

Disability: Brain Injury, Stroke, Parkinson’s

Time to administer: approximately 20 minutes

Type: Standardized, criterion-referenced

Year published: 1965

Developed by: Mahoney and Barthel

Reference:

Mahoney, F. & Barthel, D. (1965). Functional evaluation: The Barthel Index. Maryland State Medical Journal, 14, 61-5.

Functional Independent Measure (FIM™)

The Functional Independent Measure (FIM™) is used in inpatient rehab settings to assess changes in functional status. It uses a 7-point ordinal scale to evaluate occupational performance for 18 items, measuring the severity of disability on the basis of care burden, that is, need for assistance from another person or assistive device, rather than impairment.

Fun fact: The IRF-PAI (Section GG) uses elements of the FIM™ (collectively referred to as the FIMTM).

Areas Measured

  1. Eating

  2. Grooming

  3. Bathing

  4. Upper body dressing

  5. Lower body dressing

  6. Toileting

  7. Bladder management

  8. Bowel management

  9. Bed-to-chair transfer

  10. Toilet transfer

  11. Shower transfer

  12. Locomotion (ambulatory or wheelchair level)

  13. Stairs

  14. Cognitive comprehension

  15. Expression

  16. Social interaction

  17. Problem-solving

  18. Memory

Population: Adults, Older Adults

Disability: All; Recommended for Multiple Sclerosis Pain Management Spinal Cord Injury Stroke Recovery

Time to administer: approximately 45 minutes

Type: Standardized, criterion-referenced

Year published: 1992

Developed by: C. V. Granger and B. B. Hamilton

Reference:

Granger, C. V., & Hamilton, B. B. (1992). UDS report. The Uniform Data System for Medical Rehabilitation Report of First Admissions for 1990. American journal of physical medicine & rehabilitation, 71(2), 108–113.

Reliability and Validity:

  • Interrater ICC = 0.94, test-retest ICC = 0.93 (Chau et al., 1994)

  • The Motor FIM demonstrated Concurrent validity with the original 10-item Barthel Index and the 5-item short-form Barthel Index at admission with a Spearman’s r = 0.74 and ICC = 0.55. At discharge, the Spearman’s = increased to 0.92 and ICC = 0.86 (Hsueh et al., 2002).

Katz Index of Independence in Activities of Daily Living

The Katz Index of Independence in Activities of Daily Living measures a person’s independence in activities of daily living and monitors the effectiveness of treatment. There are 6 areas measured with a score of 1 for “Independent” (no supervision, direction, or personal assistance required) or 0 for “Dependent” (requiring supervision, direction, personal assistance, or total care).

Areas Measured

  1. Bathing

  2. Dressing

  3. Toileting

  4. Transferring

  5. Continence

  6. Feeding

Population: Adults, Older Adults

Disability: Geriatric care, chronic illness

Time to administer: approximately 5 minutes

Type: Standardized, criterion-referenced

Year published: 1970

Developed by: Katz, Down, Cash, & Grotz

Reference:

Katz, S., Down, T.D., Cash, H.R., & Grotz, R.C. (1970) Progress in the development of the index of ADL. The Gerontologist, 10(1), 20–30.

Behavioral Health

Coming soon!

For now, here’s a list of behavioral assessments!

  1. Comprehensive Occupational Therapy Evaluation (COTE)

  2. Model of Human Occupation Screening Tool (MOHOST)

  3. Occupational Self Assessment (OSA) and Child Occupational Self Assessment (COSA)

  4. Performance Assessment of Self-Care Skills (PASS)

  5. Role Checklist

  6. Work Environment Impact Scale (WEIS)

  7. Work-Related Assessments: Worker Role Interview (WRI)

Client Factors

Canadian Occupational Performance Measure (COPM)

Coming soon!

For now, you can learn more by clicking here!

Population: Coming soon!

Disability: Coming soon!

Time to administer: Coming soon!

Type: Coming soon!

Year published: Coming soon!

Developed by: Coming soon!

Reference:

Coming soon!

Cognitive

Kettle Test

The Kettle Test assesses cognitive functional performance. The client is observed through the following tasks: Opening a water faucet, filling the kettle with 2 cups of water, turning off the faucet, assembling the kettle, attaching the electric cord to the kettle, plugging the electric cord into an outlet, turning on the kettle, assembling the ingredients, putting the ingredients into the cups, picking up the kettle when water boils, pouring the water into the cup, then adding milk. The maximum score is 52, with the highest score being indicative of severe impairment.

Areas Measured

  1. Attention

  2. Working Memory

  3. Cognition

  4. Executive Functioning

  5. Life Participation

Population: Adults, Older Adults

Disability: Stroke

Time to administer: approximately 10 minutes

Type: Standardized, performance-based

Year published: 2005

Developed by: Hartman-Maeir, A., Armon N., & Katz, N.

Reference:

Hartman-Maeir, A., Harel, H. & Katz, N. (2009). Kettle Test – A brief measure of cognitive functional performance: Reliability and validity in a stroke population. American Journal of Occupational Therapy, 64, 592-599.

Montreal Cognitive Assessment (MoCA)

The Montreal Cognitive Assessment (MoCA) assesses multiple cognitive domains across 11 categories to measure cognitive impairment and dysfunction. A score of 26 or greater is considered “normal”, with 30 being the highest possible score.

Areas Measured

  1. Visuospatial and executive functioning

  2. Naming [of animals]

  3. Memory

  4. Attention

  5. Language

  6. Abstraction

  7. Orientation

Population: Adults, Older Adults

Disability: Stroke, Parkinson’s, Alzheimer’s and Dementia, Mental Health, Neuromuscular, Mixed Populations, Geriatric

Time to administer: approximately 10 minutes

Type: Standardized, performance-based

Year published: 1996

Developed by: Nasreddine, Z.

Reference:

Nasreddine, Z. S., Phillips, N. A., Bédirian, V., Charbonneau, S., Whitehead, V., Collin, I., Cummings, J. L., & Chertkow, H. (2005). Montreal Cognitive Assessment (MoCA) [Database record]. APA PsycTests. https://doi.org/10.1037/t27279-000

Fall Risk

Pediatric

Coming soon!

For now, here’s a list of pediatric assessments!

  1. Assessment of Motor and Process Skills (AMPS)

  2. Beery VMI

  3. Goal-Oriented Assessment of Life Skills (GOALS)

  4. Hawaii Early Learning Profile (HELP) Checklist

  5. Peabody Developmental Scale

  6. Pediatric Evaluation of Disability Inventory (PEDI)

  7. Pediatric Evaluation of Disability Inventory Computer Adaptive Test (PEDI-CAT)

  8. School Functional Assessment (SFA)

  9. Test of Playfulness

  10. Wee Functional Independence Measure (FIM)

Upper Extremity

Coming soon!

For now, here’s a list of upper extremity assessments!

  1. 9-Hole Peg Test

  2. Box and Block Test

  3. DASH Questionnaire