Running an ADL/IADL Assessment in Excel (and Its Limits)
Excel gets you a scored assessment fast — until you need version history. Here is the spreadsheet approach and where it hits a wall.
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Care planning documentation guides tagged "assessment".
Excel gets you a scored assessment fast — until you need version history. Here is the spreadsheet approach and where it hits a wall.
Assessing ADLs is a skill. A step-by-step method for the home visit, from what to observe to how to score consistently.
The Lawton-Brody scale measures the higher-order activities that let someone live independently. What it covers and how to use it.
The Katz Index is the foundational ADL scale. Here is what it measures, how it scores, and how to use it in care planning.
IADLs — the instrumental activities like managing money and medications — reveal support needs ADLs miss. A checklist walkthrough.
The assessment is where the care plan begins. Here is the full workflow that turns scored assessments into an actionable plan.
A step-by-step operator's guide to building a home care plan that stands up to a licensing review, from functional assessment through caregiver day sheet.
A complete guide to ADL and IADL assessment for care planning, grounded in the public-domain Katz and Lawton-Brody frameworks.