Contents6.1 Overview of ADLs/IADLs 6.1 Overview of ADLs/IADLsThe computer application of the CLTS FS will calculate the child’s age and present only the ADL/IADL answer choices appropriate for the child’s age. Although the screener should not use the full paper screen, the screener may wish to take along a print-out of the ADL/IADL answer choices that match the child's age, and check the boxes. The screener can print this from the "Forms" link in the CLTS FS application. These answer choices were developed by the screen workgroup using well-established child development guidelines. Modifications were made in order to meet our screen development goals:
These four criteria can obviously conflict. The balancing between these goals is especially evident in the ADLs. The wording of each answer choice was crafted to be as precise and objective as possible to promote inter-rater reliability. This can obviously be challenging when trying to be inclusive of all children with or without physical, cognitive, or emotional disabilities. Similarly, brevity can conflict with inclusiveness and accuracy, since children’s abilities must be broken down by age groupings. If functional eligibility is not affected, brevity is chosen over inclusiveness. Since age-appropriate needs are not "necessary" information (they don’t help with determining program eligibilities) they are not included among the ADL/IADL answer choices. This means that screeners will not be able to describe every child’s needs, if the needs are "age-appropriate," i.e., similar to those of non-disabled children of the same age group. ("Similar" here means the same as, or too difficult to distinguish without subjectivity and excessive length of the CLTS FS) Age-appropriate descriptions (such as complete cares for infants) were
left off the CLTS FS for brevity. Babies are properly determined eligible
even without checkmarks on some of the ADLs/IADLs. 6.2 Describing "Help""Help" means assistance from another person. It includes
hands-on assistance, doing the task completely, verbal cueing, or close
supervision throughout the task. In this way, help needed due to physical,
cognitive or emotional disabilities or mental illness can be indicated. 6.3 Adaptive EquipmentSome items specifically ask whether the child needs adaptive equipment.
Adaptive equipment includes "medical" equipment such as
wheelchairs or mechanical lifts; it can also include "low-tech"
equipment the parents use, such as strollers for a three year old who
cannot walk, or a baby seat to bathe a baby who cannot sit on her own.
Such low-tech or generic equipment count only if they are used to
compensate for a child's physical impairment. (See details under
"Bathing" and "Mobility.") Note the term is
"needs" equipment, whether or not the child currently has the
equipment. 6.4 ADL/IADL One-Third GuidelineADLs/IADLs are to be checked if the child needs help at least one third of the time. In many cases, a child’s need for help is fairly consistent: "She can’t do that," or "He always does this," or "Most of the time…" In other cases, the child’s needs arise only some of the time. Very infrequent needs cannot count toward functional eligibility for long-term support programs. The one-third guideline applies to ADLs (Bathing, Grooming, Dressing, Eating, Toileting, Mobility, and Transfers) and relates to the day in/day out routine of the child. The fact that the child has been able to complete the specific task(s) on occasion is irrelevant. If they need assistance most of the time then the box is checked. If the family is providing hands on support to the child for a skill even though the child can do the task independently, then do not check the box. These needs cannot be determined from a single episode but need to reflect the child's typical or average functional need. This is particularly important when reviewing documentation about a child's abilities. A report that indicates that a child completed a specific task may not represent the typical needs of that child. Be certain to verify any statement or assessment of frequency with the care providers who spend the most time with the child. When frequency is at question, screeners should use a simple one third guideline: If the child has a limitation one third of the time (or more often) then it counts as a checked box on the CLTS FS. If the child has a limitation less than one third of the time, the ADL/IADL answer choice should not be checked. The "one third of the time" criterion does not mean that the screener tests the child or measures her needs or abilities only during the visit. If a parent says, "now and then," "every few weeks," or "a few times, not mostly," it’s probably less than a third of the time. The screener can ask the parent "In the past few months, would you say he’s needed help more than a third of the time?" In general, consider ADL/IADL function over a six-month timeframe, unless the child has new needs or has developed new skills. Example A: Juan has cancer and gets very sick during chemotherapy and he needs help with his ADLs then; at other times he is independent with them. Juan gets chemotherapy one week each month. Screener does not indicate that Juan needs help with his ADLs because he needs help less than one third of the time – one week out of four. Example B: Tia was potty-trained two months ago and is doing well with it. Screener does not check box for needs help with toileting (although she did, four out of the past six months), because Tia has developed this skill and now rarely needs any help. Example C: Isabel is a 13- year-old girl with a serious mental illness. Her need for help varies widely as she cycles from depression to manic states. Overall, Isabel needs verbal cueing or supervision (sometimes even hands-on help) more than one third of the time. Remember that "help" includes supervision, verbal cueing, and
partial or complete hands-on cares. 6.5 "Needs" versus "Safety" / Fluctuating Needs"Needs" and "safety" should not be over-interpreted or over-used to express screeners’ subjective opinions. The CLTS FS is intended to be an objective screen of children’s need for assistance. Thus, the screener should ask, "Would another screener of another discipline rank the child the same way?" It is often difficult to distinguish a child’s needs from parents’ preferences. Sometimes parents may prefer to perform or help with tasks even though the child could do them. If a child can complete a task independently, but it takes them a long time, the screener needs to consider whether or not the child "needs any help to complete the task." Sometimes it takes a child so long that the parent must do the task so that the child gets to school on time. This is not just for convenience, and amounts to (on average) more than a third of the time (since it’s five days out of seven); it would be counted as help needed on the Functional Screen. The screener will quite often
encounter different versions of the child’s abilities from different
parties. This is discussed in the first part of the instructions. Also,
there are instructions for how to deal with fluctuating needs, and with
the fact that a child may function differently, e.g., at home and at
school. Please review those earlier sections as needed under 1.12
Strategies to Minimize Screening Limitations (B. Different
Descriptions from Different People and C. Abilities Fluctuate). 6.6 Age Specific ADL/IADL Answer ChoicesThe following tables provide information and guidance about the ADL/IADL questions on the CLTS FS. The table is organized by ADL/IADL (Bathing, Dressing, etc.). The columns to the left side of the table indicate the age at which the specific answer choice appears on the CLTS FS. The answer choices are listed in Bold. Following the specific answer choice is an explanation of the question and/or relevant examples. Always consider the answer choice itself first; the examples are only intended to supplement that. In the following tables, the symbol The symbol This is not an
inclusive or exclusive list of information. The children for whom a CLTS FS
is completed for are complicated individuals, and every situation has not
been represented on the screen or in these instructions. The information
provided is meant to offer guidance to the screener. For most of the
questions, the answers should be relatively clear once the screener has met the
child and reviewed the available documentation. For further clarification,
e.g. means "for example" and i.e. means "that is, or
"in other words." 6.7 BathingThe ability to shower, bathe or take sponge baths for the purpose of maintaining adequate hygiene (does not include hair care). For older children, this also includes the ability to get in and out of the tub, turn faucets on and off, regulate water temperature, wash and dry fully. Bathing Table (PDF) 6.8 GroomingBrushing teeth, washing hands and face. Due to variations in hair care by culture, length of hair, etc, hair care is not considered for the purposes of this screen. Grooming Table (PDF) 6.9 DressingThe ability to dress as necessary. This does not include the fine motor coordination for buttons and zippers. Dressing Table (PDF) 6.10 EatingThe ability to eat and drink using routine or adaptive utensils. This also includes the ability to cut, chew, and swallow food. Eating Table (PDF) 6.11 ToiletingThe ability to use the toilet, commode, bedpan, or urinal. This includes transferring on/off the toilet, cleansing of self, changing of pads, managing an ostomy or catheter, and adjusting clothes. Toileting Table (PDF) 6.12 MobilityThe ability to move between locations in the individual's living environment. For children, this includes home and school. Mobility includes walking, crawling, or wheeling oneself around at home or at school. For functional eligibility purposes, mobility does not include transporting oneself between buildings or moving long distances outdoors. Mobility Table (PDF) 6.13 TransfersDoes not include bathtub or shower. The physical ability to move between surfaces: e.g., from bed/chair to wheelchair, walker or standing position. This excludes transfers into bathtub or shower or on and off the toilet, because those are captured in bathing and toileting ADLs. Transfers Table (PDF) 6.14 CommunicationHearing Impairments Non-Verbal / Use of Communication Devices Emerging Skills Assessment of 35% delay or two standard deviations [ ] indicates child's age at which this tool can be used and considered accurate. Any numbers written with decimal points indicates the age in [years.months]. The latest editions of the test should always be used when available. Acceptable tools for Expressive and Receptive Communication:
Acceptable tools for Expressive Communication only:
Acceptable tools for Receptive Communication only:
The following are commonly used assessments that DO NOT qualify as norm-referenced tools of Expressive and Receptive Communication: 1.) Not Norm-Referenced, Standardized Tools:
2.) Communication Assessments that do not measure Expressive or Receptive Communication:
3.) Tools that measure something other than Expressive and Receptive Language but contain sub-categories regarding Communication skills. These are not accepted because the purpose of the tool is not to measure Expressive and Receptive Language. There is a communication subtest that measures the influence that communication has on behavior or intelligence or achievement or development but cannot stand alone as an assessment of communication. These often fall into the category of screening tools rather than full assessments.
When to consider the assessment results as valid? The only assessments that should be considered when answering this question are assessments in which the evaluator is confident in the accuracy of the test results. There are many circumstances in which the test results are not accurate or are not useable. For example:
Screeners do not always have documentation to substantiate this item. Even when a child's delays are obviously significant, they are not usually documented in these precise terms. This item is available for those situations when the screener sees documentation in these terms. Do not worry if the screener cannot check this item. It is essentially superfluous to all the other IADL descriptions of a child's functioning. Make special note of the number of months associated with each question (it varies based on the age of the child). Communication Table (PDF) 6.15 LearningCompromising Impairments Emerging Skills Assessment of 35% delay or two standard deviations [ ] indicates child's age at which this tool can be used and considered
accurate. Any numbers written with decimal points indicates the age in
years.months.
The following are commonly used assessments that DO NOT qualify as norm-referenced tools of Cognition:
When to consider the assessment results as valid?
Screeners do not always have documentation to substantiate this item. Even when a child's delays are obviously significant, they are not usually documented in these precise terms. This item is available for those situations when the screener sees documentation in these terms. Do not worry if the screener cannot check this item. It is essentially superfluous to all the other IADL descriptions of a child's functioning. Make special note of the number of months associated with each question (it varies based on the age of the child). IQ Test Scores If the clinician conducting the IQ test expressed concern about the results due to the child's ability to participate in the testing process, don't use the results of that test. The screener will want to consider the results from the most recent IQ test a child has if they have had multiple tests done. It does not matter how old the IQ test is as long as it is the most current one on record for that child. Learning Table (PDF) 6. 16 Social SkillsSocial Skills Table (PDF) 6.17 Meal PreparationMeal Preparation Table (PDF) 6.18 Money ManagementMoney Management Table (PDF) 6.19 Duration of Needs*Is at least one of the bathing functional impairments checked expected to last for at least one year from the date of screening? For functional eligibility for long-term support programs, the child's need for help (i.e., her functional impairments) must be long-term. For every ADL/IADL item checked, screeners are asked to indicate whether any of the functional impairments are expected to last for at least one year from date of screening. Health care providers regularly make such predictions. If some of the functional impairments are not expected to last but one or more is, then check "yes" for this question. If the screener is not clear about the duration, the screener can seek additional information. When the expected duration is not clear, the screener should check "Yes." Please take your time answering these questions. It is imperative that screeners accurately record the duration of any specific functional limitation. On the ADL and IADL page, consider the specific check marks in each category (Bathing, Dressing, etc) and check that the limitation is expected to last if any of the items checked are expected to last a year from the date of screening. Example: If a child is nearing a change in age cohort (0-6 months, 6-12 months, 12-18 months, 18-24 months, 24-36 months, 3-4 years, 4-6 years, 6-9 years, 9-14 years, 14-18 years, 18+years) and it is likely that the child will master the task you have checked but will not be able to complete the tasks listed for the next age cohort within the year, then answer "Yes" to the duration question. The screener should check "No" if the child has cancer, an illness or surgery that resulted in higher needs than normal. This is especially true if the child had typical functional skills before this acute episode. Example: 6.20 Expected Decline in FunctioningThe following question appears on the CLTS FS to capture rare situations where the screener knows that the child is not exhibiting nearly the amount or severity of delays at the time of the screen but will have significant changes in their functioning over the next 12 months. It is intended for children who are functioning near or at their age level now but within the next year are going to demonstrate significant limitations requiring help from others. It is not intended for children who are currently demonstrating needs or limitations and who will continue to have limitations over time as is expected given their condition. Child has a verified diagnosis that is expected to cause more substantial long-term functional impairments within one year: (Check all that apply.)
This is an important question on the Functional Screen that is intended to work for the following situations only:
In all of these cases, the impairments should be expected to occur within a year from the date of screening. Also, the expected impairments should be "long-term" that is, they should be expected to last for more than six months once they do appear. For example, if a child will have surgery and then a body-cast for three months, the screener should not check this box because the expected impairments will last less than six months and is considered an acute episode. Screeners are not expected to make clinical or nursing judgment about whether a child’s functioning will deteriorate. Screeners would check that child has a "verified diagnosis that is expected to cause more substantial long-term functional impairments within one year" only if:
Many screeners do not have the expertise to know if a particular condition will cause lasting impairments within a year. The screener will want to review the case with a physician or a nurse who will be better able to predict the child's functional impairments over the next year. |