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Occupational Assessments

ADL Assessments Play/Leisure Assessments Work Assessments

Name: Assessment of Motor and Process Skills Name: Activity Index Name: EPIC Functional Evaluation System
Purpose: assesses effectiveness, efficiency, or safety of a persons Purpose: determines meaning of leisure and the extent of Purpose: determines capacity for lifting, carrying, climbing, industrial
ADL task performance (including BADLs and IADLs) participation pulling and pushing, balance while walking, motor coordination,
Method: interview to determine 3-5 tasks relevant to client that will be Method: activity index questionnaire (23 listed activities); check level standing, whole body ROM, and finger/hand dexterity
sufficiently challenging; client selects 2-3 offered by therapist and is of interest and participation in each activity with 4-point scale; 1= do Method: use of commercially available standardized EPIC 6 modules
observed performing them; rater scores quality of 16motor skills and 20 not participate/not interested to 4= do at least 3x per week Population: adults
process abilities from 4= competent to 1=deficit Population: elder aged 65 and older
Population: anyone older than age 5 with any diagnosis that causes
functional limitations in ADLs

Name: Barthel Index Name: Interest Checklist Name: Jacobs Prevocational Assessment
Purpose: measures a persons independence in BADLs before and Purpose: assesses level of interest in leisure activities/interests and Purpose: assesses work-related skills
after intervention and measures level of personal care needed perspective on how this involvement has changed over time Method: 14 major areas in which individual completes 15 brief tasks;
Method: includes 10 items (feeding, transferring, hygiene/grooming, Method: 80 item checklist rated as strong, casual, or no interest; evaluator checks off areas that were observed to present difficulty; time
toileting, control of bowel, control of bladder, bathing, dressing, walking interview about life history of leisure interests and pursuits for task completion and comments abut behavior are recorded
on level ground, negotiating/climbing stairs); uses direct observation of Population: originally developed for adults and elders, but it has been Population: preadolescents and adolescents with learning disabilities
task performance, interview of individual or caregiver, and review of used with adolescents as well
medical records; max score is 100 (10 points per item)
Population: adults/elders with physical disabilities/chronic illnesses in
a hospital setting

Name: Cognitive Performance Test Name: Leisure Diagnostic Battery Name: McCarron-Dial System
Purpose: assesses 6 functional ADL tasks requiring cognitive Purpose: measures leisure experience, and motivational and Purpose: assesses prevocational, vocational, and educational abilities
processing skills based on Allens Cognitive Level Theory situational issues that influence leisure of those with disabilities and or sociocultural disadvantages
Method: each task is performed (dressing, shopping, making toast, Method: questionnaire rated with 1 to 3 scale, indicating agreement Method: 5 main areas (cognitive/verbal/spatial, sensory, motor,
making a phone call, washing, traveling); scoring follows Allens levels- with statements emotional, coping/integrative/adaptive behaviors); screening interview &
1= lowest level to 6= highest level (max test score is 36) Population: adults, but there are adapted scales for children 9-14 (no observation based
Population: adults and elders with psychiatric/cognitive dysfunction cognitive deficits) and another for children 9-14 (educable MR) Population: 16 & older, neurophysiologically/psychosocially impaired

Name: Functional Independence Measure (FIM) and WeeFIM Name: Leisure Satisfaction Scale Name: Reading Free Vocational Interest Inventory
Purpose: to assess severity of disability as determined by what the Purpose: measures perception that leisure pursuits are meeting Purpose: identifies vocational areas of interest and/or patterns of
individual actually does and the amount of assistance needed by the personal needs interest in a number of vocational areas
individual to complete each task Method: 6 categories (psychological, educational, social, relaxation, Method: present a group of 3 pics representing unskilled, semi-skilled,
Method: 6 performance areas (self-care, sphincter management, psychological, aesthetic); 5 point scale, 1= almost never true to 5= and skilled job tasks and request which is most preferred; continues for
mobility, locomotion, communication, and social cognition) are almost always true 55 sets of pictures; selections are converted into numerical scores that
assessed, each with subsections; activities are observed; each item is Population: adults and elders represent his/her level of interest
scored on a scale of 1 to 7, for a total FIM score of 18-126 Population: adolescents and adults with learning or developmental
Population: adults with disabilities who are not functionally disabilities
independent (for the FIM), children aged 6 months to 7 years who are
being seen for intervention (for WeeFIM)

Name: Katz Index of ADL Name: Meaningfulness of Activity Scale Name: Smith Physical Capacity Evaluation
Purpose: to assess level of independent functioning and type of Purpose: measures level of enjoyment, motivational source, Purpose: individuals performance on 154 items
assistance required perception of competence, and participation in leisure Method: performance of real or simulated work tasks based on persons
Method: 6 areas (bathing, dressing, toileting, transferring, continence, Method: questionnaire; likert scale used for 3 subscales (level of interests
feeding); activity performance is observed or interview; each activity is activity enjoyment, reason for doing activity, perception of activity Population: adults
rated independent to dependent and then given a global letter score competence)
Population: adults and elders with chronic illness Population: adults and elders

ADL Assessments Play/Leisure Assessments Work Assessments

Name: Kitchen Task Assessment Name: Minnesota Leisure Time Physical Activity Questionnaire Name: Testing, Orientation, and Work Evaluation in Rehab
Purpose: measures skills used to perform a simple cooking task Purpose: measurement of the energy expended by a person during Purpose: assesses ability to complete specific work samples
Method: observation of cooking activity; scores of 0= independent to engagement in leisure activity Method: 14 job training areas and 110 work samples; individual
3= totally incapable for 6 categorizes of task skills (initiation, Method: interview using list of 63 physical activities to determine what completes therapist selected work samples; individuals performance is
organization, performing all steps, proper sequence, judgment and has been performed in last 12 months; individual specifies level of compared to norms
safety, completion of task); final scores range from 0-18 participation for each month Population: adults with physical and/or psychiatric disorders
Population: adults and elders with senile dementia (Alzheimers type) Population: adults

Name: Klein-Bell ADL Scale Name: Play History Name: Valpar Component Work Sample
Purpose: assesses independent functioning in ADLs Purpose: assess developmental level & adequacy of play Purpose: assesses group of skills required for employment tasks
Method: 170 items in 6 areas (dressing, elimination, mobility, environment Method: completion of up to 23 work samples; quality of and time of
bathing/hygiene, eating, emergency telephone communication); Method: semi-structured interview; values are assigned to the info task performance are scored
observation of tasks; each item is rated as achieved or failed according to manual standards Population: adults with or without disabilities; adapted version for those
Population: individuals from 6 months old to elderly with any Population: children and adolescents who are visually impaired

Name: Kohlman Evaluation of Living Skills Name: Preschool Play Scale Name: Vocational Interest Inventory-Revised
Purpose: determines knowledge, performance skills to live independ. Purpose: observation of play behavior Purpose: measurement of student interest in employment areas
Method: 17 basic living skills, 5 main areas (self-care, safety and Method: 4 play dimensions (space & material management, imitation, Method: questionnaire with 8 areas and 112 forced choice statements
health, money management, transportation and telephone, participation); observation of free play for 15-30 min periods; related to familiar job activities and titles; selections are compared to
work/leisure); structured/ standardized task observation, self-report; comparison of observations with expected play behaviors; play age norms
score of independent (0 points) or needs assistance (1 point) is given; score is derived by comparing observed behaviors to expected age- Population: high school students who are unclear about their
score of 6 or more = absence of skills needed to live independently specific behaviors vocational pursuits
Population: adolescents and adults in acute psychiatric hospitals, as Population: children
well as elders and those with a diversity of diagnoses

Name: Milwaukee Evaluation of Daily Living Skills Name: Vocational Interest, Temperament, and Aptitude System
Purpose: assesses performance of needed basic living skills Purpose: assesses vocational interests, temperament, and aptitudes to
Method: screening form is used and then evaluation (basic assist with career guidance/vocational placement
communication, personal hygiene, med management, personal health Method: completion of up to 22 work samples and a vocational interest
care, time awareness, eating, dressing safety in home, safety in interview; time and quality of performance are scored based on
community, use of phone, transportation, maintenance of clothing, use observations
of money); performance observation based; all items are scored Population: adolescents aged 14 and older; adults
Population: adults 18 or older who have chronic mental illness (2+
years) and who have resided (6 months +), in psychiatric hospital,
halfway house, group home, SNF, or participated in OP day tx program

Name: Routine Task Inventory Name: Worker Role Interview

Purpose: measures level of impairment in ADLs by Allens model Purpose: determines psychosocial/environmental factors related to past
Method: 6 physical scales, 8 instrumental scales; observation, self- work experience, job setting, and ability to return to work
report, report of caregiver; item is rated according to Allens levels 1-6 Method: structured interview; 1-4 scale; 1= problems to 4= supports
Population: adults and elders with cognitive impairments Population: adults involved in a work hardening program

Name: Scoreable Self-Care Evaluation

Purpose: measures functional performance and identifies difficulties
Method: 18 basic living tasks in 4 main areas (personal care,
housekeeping chores, work/leisure, financial management);
motivational questionnaire then performance is observed and scored
Population: adolescents, adults, and elders with psychiatric illnesses
in acute hospital settings or living in the community