II. Approach
- Determine third party requesting the evaluation- Examples: Employer, insurer, judge, family
 
- Determine nature of the request- Examples: Diagnosis, cause, treatment, work capacity, disposition
 
- Determine physician's role- Examples: Second opinion, independent medical examiner, facilitator
 
- Identify specific medical Impairments (condition diagnoses)- Diagnoses and severity
- Overall functional impact
 
- Characterize the Disability (Impairments precluding specific tasks)- Time course (gradual or rapid)
- Associated symptoms
- Specific activities affected
- Compensatory measures
 
III. History
- Comorbidity- Cardiopulmonary disease (e.g. CAD, CHF, COPD)
- Musculoskeletal Conditions (e.g. Rheumatoid Arthritis, Osteoarthritis, Spinal stenosis)
- Mood Disorders (e.g. Schizophrenia, Bipolar Disorder, Severe Major Depression)
- Cognitive disorders (e.g. Dementia)
- Neurologic conditions (e.g. Cerebrovascular Accident, Seizure Disorder)
- Endocrine conditions (e.g. Diabetes Mellitus)
- Hematologic conditions (e.g. Anemia)
 
- Sensory deficits
- Cognitive and perceptual history- Addiction
- Planning
- Conscientiousness, honesty and trustworthiness
- Interpersonal functioning
- Motivation and Reliability
- Pace, persistence and stress tolerance
- Mood
- Pain
 
- 
                          Activities of Daily Living (ADL)- Katz ADL Scale
- Barthel Index
- Ambulation and Transfers
- Bathing and Toileting
- Dressing and Grooming
- Eating
 
- 
                          Instrumental Activities of Daily Living (IADL)- Shopping
- Transportation
- Telephone
- Managing money and medication
- Cleaning house
- Cooking
 
- Mobility- Balance and coordination
- Strength and endurance
- Stair climbing
 
- Environment- Home (Family factors and expectations)
- Work or School
- Community
 
- Resources- Communication
- Vocational status- Work training and experience
- Opportunities
 
- Financial status
- Educational status
- Recreational needs
- Transportation needs
- Community interaction
- Social support (e.g. family or friends in time of emergency)
 
IV. Examination
- Cognition and mental status- See Mental Status Exam
- Time and Change Test
- Six Item Cognitive Impairment Test (6CIT)
- Blessed Orientation Memory Concentration (BOMC)
- Copland's Short-Test of Mental Status
- Short Test of Mental Status (STMS)
- Blessed Information Memory Concentration (BIMC)
- Saint Louis University Mental Status (SLUMS)
 
- Mood and Affect
- Sensory- Vision- See Vision Screening
- Near: Read newsprint or a child's book (11 to 12 point type)
- Far: Snellen Chart
 
- Hearing- See Hearing Testing
- Whisper test
- Audioscope or Audiogram
 
- Special senses- Proprioception
- Vibration sense
- Temperature sense
 
 
- Vision
- Functional Range of Motion- Shoulder Range of Motion- Hands clasped behind head
- Hands clasped behind back
 
- Hip and knee raneg of motion- Place ankle on opposite knee
 
- Back range of motion- Touch toes while sitting
 
 
- Shoulder Range of Motion
- Coordination, Gait and Balance- Gentle nudge to Sternum (while patient is standing)
- Romberg Test
- Tinetti balance Test
- Gait evaluation Scale
 
- 
                          Motor Strength and Functional Testing- Squeeze or grip two fingers
- Pinch paper
- "Get up and go" test (Mobility, agility, and aerobic capacity)
- Get up from floor
- Chair Stand Test (rise from chair without using arms)
- Climb stairs
- Pick Up A Penny from the floor
- Functional Independent Measure
 
V. Grading: Severity
- Asymptomatic
- Mild
- Moderate
- Severe
- End-Stage
VI. Management: Increase capacity
- See Disability Management
- Medication management- Examples: Supplemental Oxygen for COPD
 
- Surgery- Examples: Hip Replacement, Cataract replacement
 
- Nutrition- Examples: Consider nutrition supplements
 
- Prosthetics- Examples: Hearing Aid
 
- Exercise
VII. Management: Decrease Task Demand
- Environmental modification
- Assistive Devices
- Human Resources- Home Health Aids
- Assisted Living
 
- Adaptive Training- Energy conservation
 
