Activities of daily living Study Guide
Study Guide
📖 Core Concepts
Activities of Daily Living (ADL) – everyday self‑care tasks (e.g., bathing, dressing, feeding).
Instrumental ADL (IADL) – more complex tasks that support independent living (e.g., managing money, using the phone).
Functional status – a person’s ability to perform ADL/IADL; used by clinicians to gauge independence.
Katz ADL scale – the original tool (1950s) that measures basic self‑care.
Lawton IADL scale – added in 1969 to capture community‑based tasks.
Functional Independence Measure (FIM) – 0‑7 rating for each activity; higher scores = more independence.
Repositioning – moving immobile patients at least every 2 h to prevent pressure injury and DVT.
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📌 Must Remember
Katz (1950s) introduced basic ADL; Lawton & Brody (1969) added IADL.
Basic ADL list: bathing/showering, hygiene/grooming, dressing, toileting, functional mobility/transferring, self‑feeding.
IADL list (core): house cleaning, money management, community mobility, meal prep, shopping, medication management, telephone use.
FIM scoring: 7 = complete independence; 6 = modified independence (equipment only); 5 = supervision/setup; 4 = minimal assistance; 3 = moderate assistance; 2 = maximal assistance; 1 = total assistance; 0 = activity does not occur.
Repositioning interval: ≥ every 2 hours for immobile patients.
Exercise in frail older adults preserves functional independence and reduces institutionalization.
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🔄 Key Processes
ADL Assessment with FIM
Observe the patient performing the activity.
Rate from 0–7 based on amount of assistance/equipment needed.
Document score; repeat for each ADL/IADL domain.
Repositioning Protocol
Identify immobile patient → set 2‑hour alarm.
Turn to a new position (e.g., side, supine, prone).
Check skin for pressure signs; document.
Occupational Therapy Evaluation
Interview patient → list IADL tasks.
Perform performance‑based tests → note deficits.
Develop intervention plan (skill‑training, adaptive equipment).
Physical Therapy Exercise Design
Assess strength, balance, gait speed.
Prescribe progressive walking, resistance, balance drills.
Provide home program; emphasize adherence.
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🔍 Key Comparisons
Basic ADL vs. Instrumental ADL
Basic: personal care (bath, dress, feed).
Instrumental: community/management tasks (money, meds, shopping).
FIM vs. Katz Scale
FIM: 0‑7 granular rating for each activity.
Katz: binary (independent vs. dependent) for basic self‑care only.
Score 5 (FIM) vs. Independence
Score 5: supervision/setup required → not independent.
Score 7: true independence.
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⚠️ Common Misunderstandings
ADL = IADL – they are distinct; mixing them leads to inaccurate functional ratings.
Score 5 = independent – actually indicates need for supervision or set‑up.
Repositioning only prevents pressure ulcers – also reduces DVT risk and functional decline.
All ADL tools are interchangeable – each has a different focus (basic vs. instrumental vs. detailed gradation).
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🧠 Mental Models / Intuition
ADL Ladder – imagine a 7‑step ladder (FIM); each rung adds a bit less assistance.
“Home‑Base vs. Out‑and‑About” – basic ADL = tasks done at home on the body; IADL = tasks that let you function in the community.
Repositioning Clock – picture a clock face; every “2‑hour” tick you turn the patient to a new position.
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🚩 Exceptions & Edge Cases
FIM score of 0 – means the activity does not occur (not simply “unable”).
Original Katz scale may reflect disease‑specific abilities rather than universal function.
Spinal Cord Injury – use the Spinal Cord Independence Measure instead of generic ADL scales.
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📍 When to Use Which
Katz ADL scale – quick screen of basic self‑care in geriatric or acute settings.
Lawton IADL scale – assess community living skills (e.g., before discharge planning).
FIM – detailed inpatient rehab tracking; needed when gradations of assistance matter.
Older Americans Resources and Services (OARS) – evaluate both basic and instrumental tasks together.
Spinal Cord Independence Measure – only for patients with spinal cord injury.
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👀 Patterns to Recognize
Lists of tasks – basic ADL always includes the six core items; IADL always includes money, meds, phone, shopping, meals, housekeeping, community mobility.
Score gradients – as the numeric FIM score drops, the type of assistance moves from “equipment only” → “supervision” → “minimal” → “moderate” → “maximal” → “total”.
Repositioning cue – any immobile patient description → look for “every 2 h” in the question.
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🗂️ Exam Traps
Distractor: “A FIM score of 5 indicates complete independence.” – Wrong; 5 = supervision/setup.
Distractor: “Instrumental ADL includes bathing.” – Wrong; bathing is a basic ADL.
Distractor: “Repositioning should be done every hour.” – Wrong; guideline is ≥ every 2 hours.
Distractor: “Katz scale measures community tasks.” – Wrong; Katz only covers basic self‑care.
Distractor: “All ADL tools have the same scoring range.” – Wrong; only FIM uses 0‑7; others are binary or categorical.
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