Activities of Daily Living (ADL) Assessment Form
Assessment

Activities of Daily Living (ADL) Assessment Form

2 pages•14 fields
Editable templateCustomize in minutes

Clinical review required: this worksheet does not calculate scores, diagnose, or recommend treatment. Confirm the questions and response options against your approved assessment protocol before use.

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Activities of Daily Living (ADL) Assessment Form

Activities of Daily Living (ADL) Assessment Form

Page 1 of 2

Patient Name
Jane Martinez
Date of Assessment
03/15/1985
Bathing Independence
Enter details here...
Dressing Independence
Enter details here...
Toileting Independence
Enter details here...
Transferring (Bed to Chair)
Enter details here...
Continence Status
Enter details here...
Feeding Independence
Enter details here...
Medication Management
Enter details here...
Meal Preparation
Enter details here...
Transportation Ability
Enter details here...
Assistive Devices in Use
Enter details here...
Caregiver Support Available
Yes
No
Not sure
Provider Notes
Enter details here...
Submit
Use this template

Sign up and start customizing in minutes.

Start with the Activities of Daily Living (ADL) Assessment Form template and tailor it to your practice. It includes 14 editable fields across 2 pages. Included questions: Patient Name, Date of Assessment, Bathing Independence, Dressing Independence. The full field list below shows what you will get when you add this template to your account.

Choose this template to open an editable form. Review the questions, keep only the information your practice needs, and add your branding. Preview the patient experience before sharing a link or embedding the form. Responses can be reviewed in Formisoft and exported as a PDF.

Clinical review required: this worksheet does not calculate scores, diagnose, or recommend treatment. Confirm the questions and response options against your approved assessment protocol before use.

What's included

  • 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

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 IndependenceLong Text
Dressing IndependenceLong Text
Toileting IndependenceLong Text
Transferring (Bed to Chair)Long Text
Continence StatusLong Text
Feeding IndependenceLong Text
Medication ManagementLong Text
Meal PreparationLong Text
Transportation AbilityLong Text
Assistive Devices in UseLong Text
Caregiver Support AvailableMultiple Choice
Provider NotesLong Text

How to use the Activities of Daily Living (ADL) Assessment Form

Getting started with this template takes just a few minutes. Sign up for a Formisoft trial, then select the Activities of Daily Living (ADL) Assessment Form from the template library. Review the included questions, customize your fields, and preview the form before sharing it.

Setup steps

  1. 1Choose the template. Find the Activities of Daily Living (ADL) Assessment Form in the template library and click “Use this template” to add it to your account.
  2. 2Customize fields. Add, remove, or reorder any of the 14 fields. Set fields as required or optional based on your practice needs.
  3. 3Brand it. Upload your logo, pick your colors, and add a custom welcome message so patients see your practice identity.
  4. 4Share with patients. Send the form via SMS, email, or embed it on your website. Patients complete it on any device before their visit.
  5. 5Review submissions. Responses appear in your dashboard in real time. Patient records are created automatically from the data collected.

Frequently asked questions

How does Formisoft protect responses?

Formisoft provides secure form collection and a Business Associate Agreement (BAA). Your practice must review the form content, access permissions, and sharing workflow for its requirements.

Can I customize the fields in this template?

Absolutely. You can add, remove, reorder, or modify any of the 14 fields. You can also add conditional logic, new pages, file uploads, e-signatures, and payment fields.

How do patients fill out this form?

Patients receive a link via SMS, email, or QR code. They complete the form on their phone, tablet, or computer before their appointment. No app download required.

Can I send this form automatically before appointments?

With a plan that includes automation, you can configure workflows to send forms and reminders. Appointment-based sending requires the booking event to reach Formisoft.

Does this template work on mobile devices?

Yes. The Activities of Daily Living (ADL) Assessment Form is fully responsive and works on any device. Most patients complete intake forms on their phone, so every template is optimized for mobile-first use.

Start with this template

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