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Tag

#assessment

Care planning documentation guides tagged "assessment".

AllCare PlanningADL & IADLGCM ToolsAgency OperationsCompliance
Care Plan Templates & Plan of Care & ADL/IADL Functional

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.

July 16, 2026·7 min read
Care Plan Templates & Plan of Care & ADL/IADL Functional

How to Assess Activities of Daily Living

Assessing ADLs is a skill. A step-by-step method for the home visit, from what to observe to how to score consistently.

July 16, 2026·7 min read
Care Plan Templates & Plan of Care & ADL/IADL Functional

The Lawton-Brody IADL Scale, Explained

The Lawton-Brody scale measures the higher-order activities that let someone live independently. What it covers and how to use it.

July 14, 2026·7 min read
Care Plan Templates & Plan of Care & ADL/IADL Functional

The Katz Index of Independence in ADLs, Explained

The Katz Index is the foundational ADL scale. Here is what it measures, how it scores, and how to use it in care planning.

July 13, 2026·8 min read
Care Plan Templates & Plan of Care & ADL/IADL Functional

The IADL Assessment Checklist Explained

IADLs — the instrumental activities like managing money and medications — reveal support needs ADLs miss. A checklist walkthrough.

July 13, 2026·7 min read
Care Plan Templates & Plan of Care & ADL/IADL Functional

From Assessment to Care Plan: The Full Process

The assessment is where the care plan begins. Here is the full workflow that turns scored assessments into an actionable plan.

July 12, 2026·9 min read
Home Safety Assessment & Care Plan Review & Reassessment &

The Complete Guide to Building a Defensible Home Care 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.

July 7, 2026·13 min read
Care Plan Templates & Plan of Care & ADL/IADL Functional

ADL and IADL Assessment: A Complete Guide for Care Planning

A complete guide to ADL and IADL assessment for care planning, grounded in the public-domain Katz and Lawton-Brody frameworks.

July 6, 2026·10 min read