Activities of Daily Living (ADL) Assessment Form
Screening

Activities of Daily Living (ADL) Assessment Form

2 pages14 fieldsHIPAA-ready

Form preview

formisoft.com/f/adl-assessment
Activities of Daily Living (ADL) Assessment Form
Patient Name
Date of Assessment
Bathing Independence
Dressing Independence
Toileting Independence
Transferring (Bed to Chair)
Continence Status
Feeding Independence
Medication Management
Meal Preparation
Transportation Ability
Assistive Devices in Use
Caregiver Support Available
Provider Notes
Submit

The Activities of Daily Living (ADL) Assessment Form provides a standardized evaluation of a patient's ability to independently perform essential self-care tasks and instrumental activities required for community living. Based on the Katz Index of Independence in ADL and the Lawton IADL Scale, this form rates patient functional status across basic ADLs including bathing, dressing, toileting, transferring, continence, and feeding, as well as instrumental ADLs such as medication management, financial handling, transportation, housekeeping, and meal preparation.

Each activity is rated on a structured independence scale ranging from fully independent to fully dependent, with intermediate levels capturing the need for supervision, minimal assistance, or maximum assistance. The form documents current assistive devices in use, environmental modifications in the home, and the availability of caregiving support. This detailed functional profile enables care teams to identify specific areas where intervention, adaptive equipment, or additional support services may improve patient independence and safety.

Widely used in geriatric medicine, home health agencies, skilled nursing facilities, rehabilitation programs, and social work assessments, this form supports care planning, discharge readiness evaluation, level-of-care determinations, and caregiver education. Regular ADL reassessment tracks functional trajectory over time, helping providers detect early decline and implement preventive strategies.

What's included

  • Basic ADL assessment (bathing, dressing, toileting, transferring, feeding)
  • Instrumental ADL evaluation (medications, meals, finances, transport)
  • Independence rating scale from fully independent to fully dependent
  • Assistive device and home modification documentation
  • Caregiver availability and support assessment
  • Functional trajectory tracking for serial reassessments

Who uses this template

  • Geriatric functional status evaluation at annual wellness visits
  • Hospital discharge planning and level-of-care determination
  • Home health initial assessment and plan of care development
  • Skilled nursing facility admission functional baseline

All form fields

14 fields across 2 pages. Customize any field after signing up.

Patient NameText
Date of AssessmentDate
Bathing IndependenceMultiple Choice
Dressing IndependenceMultiple Choice
Toileting IndependenceMultiple Choice
Transferring (Bed to Chair)Multiple Choice
Continence StatusMultiple Choice
Feeding IndependenceMultiple Choice
Medication ManagementMultiple Choice
Meal PreparationMultiple Choice
Transportation AbilityMultiple Choice
Assistive Devices in UseCheckbox
Caregiver Support AvailableMultiple Choice
Provider NotesLong Text

Use this template

Sign up and start customizing the Activities of Daily Living (ADL) Assessment Form for your practice. 30-day money-back guarantee.

$79.99/mo · Cancel anytime · HIPAA compliant

Related templates