Functional Screening Tools

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    Functional Screening Tools

    Meri Goehring, PT, PhD

    Geriatric Clinical Specialist

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    Introduction

    Experience

    Why I became a physical therapist

    Clinical practice

    Education

    Where and when

    Research

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    Other

    Geriatric Clinical Specialist

    Due for recertification in 2009

    Federation of State Board of Physical Therapists Education Committee

    North Central District Illinois Physical Therapy Association

    Recorder, in the run for district chairperson

    American Physical Therapy Association Geriatric Section, Editorial board for Geri-Notes

    State Advocate for Geriatric Section of APTA

    Write for local newspapers on geriatric issues

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    Introduction

    An unexamined life is not worth living.

    Socrates

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    Life is a Mad, SublimeDance

    Morris Graves,

    Artist (1910-2001)

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    Functional assessment

    Provides an objective measure of relevant

    patient abilities

    Provides an insight into the functional abilities Provides ability to measure change

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    Screening tools: Quiz

    What is the purpose of a screen?

    A. To rule out or differentiate specific systeminvolvement?

    B. To establish a baseline to examine theeffectiveness of interventions?

    C. To determine the need to document changes instatus?

    D. To progress the patient from one interventionto the next?

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    Domains of aging***

    Physical

    Mental

    Social

    Environmental

    Financial

    Spiritual

    These 6 domains influence the day-to day existenceof the aging individual and can provide a measureof their health and well being.

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    Screening tools

    There are not many screening tools thatinclude all of the domains

    We will be looking at many different tools

    We will be splitting up into small groups topractice and discuss the tools

    You may be asked to demonstrate how these

    tools can be used Two main types of screenings are self-report

    measures and performance measures

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    Performance Versus Self-Report

    Measures of the Physical Domain***

    Advantages of performance based screenings

    of physical functioning;

    Better reproducibility

    More sensitive to change

    Excellent for showing validity of task being

    performed

    Measures usual activity versus maximal activity

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    Performance Versus Self-Report

    Measures of the Physical Domain***

    Disadvantages of performance based screeningsof physical functioning;

    Difficult with cognitively impaired

    Influenced by language, culture, and education More time consuming

    May need special training for examiners

    May need modification or different settings

    Performance on test may not represent performancein real life

    Potential injuries

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    Choosing the tool

    1. Decide how much time you have to devote to

    a functional measure.

    2.Identify the problem or problems. You may

    wish to test more than one domain.

    3. Determine if the environment or setting

    where the screening will occur is appropriate.

    4. Determine how often to use the tool.

    5. Collect information from the tool.

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    Reliability and Validity***

    Reliability of a measure is defined as the

    degree to which the measure produces

    consistent results when reproduced under

    similar circumstances.

    Validity of a measure is the extent to which a

    test measures what it was designed to

    measure.

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    Reliability

    Internal Consistency: This type of reliability

    refers to the way that a group of measures

    work together. Internal consistency may be

    evaluated by the spilt measure technique. This

    involves splitting a group of items and

    comparing their scores. The more similar the

    scores the higher the internal consistency.

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    Reliability

    Test-retest reliability

    The test-retest procedure involves testing the

    same group of individuals on two or more

    occasions. The statistical correlation may then be

    calculated between the separate tests resulting in

    a range from 0 (bad) to 1, excellent. A score in the

    range of 0.6 or above is considered a good score.

    Advantages of performance based screenings of

    physical functioning;

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    Reliability

    Inter-rater reliability

    This measure tests how well different observersscore the same test. If a test is reliable then the

    score should not be affected by who the observeris.

    Intra-rater reliability

    This measure is similar to the inter-rater reliability

    but differs in the sense that it is the sameobserver applying the test at two different pointsin time.

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    Validity

    Content validity

    This type of validity refers to the extent to which a

    measure represents all aspects of a concept.

    Construct validity

    Construct validity is how the responses relate to

    the measuring instrument. This form of validity

    checks to see if the test accurately measures theconcepts it was designed to measure.

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    Validity

    Criterion validity

    This type of validity refers to how well the measurerelates to a particular standard criteria.

    Concurrent criterion validity: This is the degree to which aparticular measure relates to a criterion at the same point intime.

    Predictive criterion validity: This form of validity is a measureof how well a test will predict a future criterion.

    Responsiveness validity This measure refers to how well a test measures

    clinically important change.

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    Groups

    Take time to form groups.

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    Geriatric Functional Rating Scale

    Pages 2 and 3

    Designed to measure the level of the patients

    physical and mental disability in relation to hisor her ability to function and the availability of

    social networks. The scale is designed to serve

    as a practical tool to aid in the placement of

    patients either in a hospital or rehabilitationcenter.

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    Geriatric Functional Rating Scale

    20 to 30 minutes

    Physical and mental disability are given minus

    scores Support measures are given plus scores

    A final score is obtained by adding all of the

    pluses and minuses together

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    Geriatric Functional Rating

    Scale*** A score above 40 indicates that the patient is

    able to remain in their own home, functioningindependently.

    A score between 20 and 40 indicates that thepatient needs some help with ADLs but doesnot require a nursing home setting.

    A score below 20 indicates that the patientrequires nursing home placement orhospitalization.

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    Geriatric Functional Rating Scale

    Reliability was not reported

    Validity of scale to predict patient function

    reported to be good This scale includes the domains mentioned

    where few others are as inclusive

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    COOP Measures of Functional Status

    Pages 4 and 5

    Actually called the Dartmouth COOP

    Three of the charts focus on function, twofocus on feelings, three focus on the patients

    perceptions, and the last is a health measure.

    Can be self-administered. A high score indicates poor level of health

    Good test-re-test reliability and criterion

    validity

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    Mini-Mental Status Exam

    Page 6

    Designed to screen for cognitive deficits.

    Administered orally by a tester to the patient.

    Takes 5-10 minutes.

    Lower score indicates lower congintive

    functioning Good test-retest reliability and inter-rater

    reliability, good validity

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    Life Satisfaction Index

    Page 7

    Actually called the Life Satisfaction Index K

    Designed to measure subjective well-being.

    Measures cognitive/short-term, cognitive/long

    term and emotional/short-term perception of

    well-being. Self-administered

    Takes 3-5 minutes

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    Life Satisfaction Index

    Scoring

    With the exception of questions 1 and 3, the YES

    answers are given a score of 1, the NO answers

    are given a score of 0

    Questions 1 and 3

    Question 1: Almostnone is given 1, a little and a lotare

    given 0

    Question 3: Satisfiedis given 1 point, reasonably

    satisfiedand notsatisfiedare given 0 points

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    Life Satisfaction Index

    The total score is calculated by adding all the

    individual items resulting in a score with a

    range of 0-9

    The higher the score the more satisfied the

    patient is with their life

    High (excellent) reliability, good construct

    validity

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    Geriatric Depression Scale

    Page 8

    A 30 question survey designed to screen for

    depression in elderly patients. The survey iseasy to administer.

    Can be self-administered or administered by

    another person

    Takes 5 minutes

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    Geriatric Depression Scale

    Scoring: of the 30 survey questions on the

    Geriatric Depression scale

    10 indicate depression when answered negatively

    1,5,7,9,15,19,21,27,29,30

    20 indicate depression with a positive response

    2,3,4,6,8,10,11,12,13,14,16,17,18,20,22,23,24,25,26,28

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    Geriatric Depression Scale

    Scoring

    The cutoff for the scale is as follows;

    Normal: 0-9

    Mild depressive: 10-19

    Severe depressive: 20-30

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    Geriatric Depression Scale

    High test- retest reliability and internal

    consistency

    Strong content validity Only a screen, more measures are needed

    Good indicator of need for additional services

    for older adults

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    Zung Self-Rating depression Scale

    Page 9

    Brief, simple scale of 20 questions

    Self-administered

    Takes about 5 minutes

    Scoring

    Questions 1,3,4,7,8,9,10,13,15,19

    Alittle ofthe time = 1

    Some ofthe time = 2

    A good partofthe time = 3

    Mostofthe time = 4

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    Zung Self-Rating depression Scale

    Scoring

    Questions 2,5,6,11,12,14,16,17,18,10

    Alittle ofthe time = 4

    Some ofthe time = 3

    A good partofthe time = 2

    Mostofthe time = 1

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    Zung Self-Rating depression Scale

    Scoring

    The individual points are then added to form a raw score

    which is then divided by 80 to get a percentage score. For

    example, a raw score of 40 would be divided by 80 toequal 0.50 for the percentage score

    The less depressed individual will have a low score, the

    more depressed a high score

    A score of 0.63 and higher is a good indicator of

    depression, a score of 0.38 to 0.71 may indicate another

    problem that needs to be addressed

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    Zung Self-Rating depression Scale

    Good test-retest reliability

    High (good) content validity

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    Functional Status Index

    Page 10 (page 11 is blank)

    Designed to be used to determine level of

    function in three dimensions; level ofassistance, difficulty with the task and pain.

    It is a self-assessment

    Can take 20 minutes up to one hour

    depending on the individual

    Takes 10 minutes to score

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    Functional Status Index

    Scoring

    Higher scores indicate the individual requiresmore assistance, experiences pain and has

    difficulty with the tasks Reliability

    Good internal consistency, good test-retestreliability

    Validity

    Good convergent validity

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    The Activities-specific Balance

    Confidence (ABC) scale

    Pages 12-13

    Specific instructions are provided on the

    sheets you have I do not have information on validity and

    reliability at this time

    If you wish to see further research on this test,

    please contact me

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    Functional Reach

    Page 14

    Quick screen for balance

    Excellent inter-rater and intra-rater reliability Good content validity and concurrent validity

    There is also a Multi-directional reach test but

    validity and reliability are not reported

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    Timed Up and Go

    Page 15

    Fallers- 21.5 seconds

    Non-fallers 11.3 seconds No reliability measures

    Validity appears good

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    Tinetti Performance Oriented Mobility

    Assessment

    Pages 16-19

    Good reliability and validity

    Less than 19 is high risk for falls Between 19 and 24 moderate risk for falls

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    Berg Balance Scale

    Pages 20-23

    Designed as a balance measure

    Task performance, cannot be self-administered

    Takes 15-20 minutes

    Scored as it is administered 0 indicates inability, 4 is independence, points

    are added up for total score

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    Berg Balance Scale

    The higher the score, the more independentthe individual is in keeping their balancewithout assistance

    Fall risk Reliability

    Good internal consistency, excellent inter-raterand intra-rater reliability

    Validity

    Good content validity

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    Physical Performance Test

    Pages 24-26

    Designed to assess level of physical function

    by observing performances of tasks which

    simulate activities of daily living

    There are 9 subsets which cover areas of

    writing, eating, lifting, dressing, bending,

    turning, walking, and stair climbing

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    Physical Performance Test

    Task performance exam, cannot be self-

    administered

    Takes about 10 minutes

    Scored while administered

    Reliability

    Good inter-rater reliability,

    Validity

    Good construct and concurrent validity

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    References Grauer, H, Birnborm, F. A Geriatric Functional Rating Scale to Determine the need for Institutional Care.

    JAGS, 1975, 23 (10): 472-476 Beaufait DW, Nelson ED, Langdgraf JM, Hays RD, Kirk JW, Wasson JH, Keller, A. Coop Measures of

    Functional Status. Toolsfor PrimaryCare Research 1987

    Folsetin MF, Folstein SE, McHugh PR. Mini-Mental State: A Practical Method for Grading the CognitiveState of Patients for the Clinicians. JournalofPsychiatric Research 1975; 12: 189-198

    Koyano W, Shibata H. Development of a Measure of Subjective Well-Being in Japan: Construct Validity andReliability of the Life Satisfaction Index K. Facts and Researchin Gerontology1994; 181-187

    Yesavage JA, Brink TL, Rose TL, Lum O, Huang V, Adey M, Leirer VO. Development and Validation of aGeriatric Depression Screening Scale: A Preliminary Report.JournalofPsychiatric Research1983; 17(1):

    37-49 Zung WK. A Self-Rating Depression Scale. ArchivesofGeneralPsychiatry1965; 12:63-70

    Jette AM. The Functional Status Index: Reliability and Validity of a Self-Report Functional DisabilityMeasure. JournalofRheumatology1987; 14:15-19

    Hospital extra. The Tinetti Performance-Oriented Mobility Assessment Tool. (includes abstract) AbbruzzeseLD; American JournalofNursing, 1998 Dec; 98 (12): 16J-L

    Balance and ankle range of motion in community-dwelling women aged 64 to 87 years: a correlationalstudy. (includes abstract) Mecagni C; PhysicalTherapy, Oct2000; 80 (10): 1004-11

    Berg K, Wood-Dauphinee S, Williams JI, Gayton D. Measuring balance in the elderly: preliminary

    development of an instrument. PhysiotherapyCanada 1989; 41(6): 304-311 Ruben, DB, Siu AL. An Objective Measure of Physical Function of Elderly Outpatients: The Physical

    Performance Test. JAGS 1990; 38: 1105-1112

    The Activities-specific Balance Confidence (ABC) Scale. (eng; includes abstract) By Powell LE, The JournalsOf Gerontology. Series A, Biological Sciences And Medical Sciences [JGerontolA BiolSciMed Sci], 1995Jan; Vol. 50A (1), pp. M28-34;

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    Questions?

    Contact information

    Meri Goehring, PT, PhD

    Northern Illinois University

    College of Health and Human SciencesSchool of Allied Health and Communicative Disorders

    Physical Therapy Program, 209 Wirtz Hall

    DeKalb, IL 60115

    [email protected]

    815-753-6245