Chapter 9 · How much help is actually needed

Activities of Daily Living (ADL) & Instrumental Activities of Daily Living (IADL) Assessment

Before you can plan care — or price it, or ask for it — you need an honest picture of what your loved one can do alone, what they can do with someone nearby, and what they can't do without hands-on help. Clinicians, agencies, and benefit programs all speak in these terms.

Fill in what you know, skip what you don't

There are no wrong answers. Come back and edit this chapter anytime — especially after a doctor visit or when the routine changes.

What to do

  1. 1Rate each task as it is on an ordinary day, not their best day.
  2. 2Mark standby support when supervision prevents a fall or a mistake.
  3. 3Re-do this after any hospital stay — needs shift quickly.
  4. 4Bring it to agency intake calls; it shortens the conversation.

Level of assistance

Independent means no help at all. Standby means someone nearby. Full assistance means hands-on.

Activities of Daily Living (ADLs)

Personal care — the basics of getting through a day.

  • Eating
  • Ambulation / walking
  • Getting in and out of bed or a chair
  • Dressing
  • Bathing
  • Toileting
  • Personal hygiene

Instrumental Activities of Daily Living (IADLs)

The tasks that make independent living possible.

  • Medication management
  • Shopping
  • Meal preparation
  • Housekeeping
  • Laundry
  • Communication (phone / computer)
  • Managing personal affairs
  • Managing personal finances
  • Transportation