Functional Assessment

Functional assessment evaluates an individual's abilities and limitations in daily life. Discover how it can help improve their quality of life today.

By Bernard Ramirez on Apr 08, 2024.

Fact Checked by Ericka Pingol.

Use Template

What is a Functional Assessment?

A is an evaluation process used to determine an individual's abilities and limitations in daily activities. This assessment is designed to identify how individuals function physically, cognitively, and emotionally in their environment and identify any areas of difficulty that may hinder their daily task performance.

Functional assessments can be used in various settings, including healthcare, education, and vocational rehabilitation. In healthcare, functional assessments are often used to help diagnose and treat physical or cognitive disabilities or injuries. They can also be used to develop care plans for individuals with chronic conditions, such as Parkinson's disease or multiple sclerosis.

Functional evaluations are often utilised in educational situations to establish a student's eligibility for special education services or accommodations. These exams help uncover behavioral or learning difficulties that prevent students from performing well in class.

Functional assessments in vocational rehabilitation assess a person's ability to do tasks essential to their employment. This information can be used to create programs that train people with disabilities for the workforce or to find suitable career opportunities.

Printable Functional Assessment

Download this Functional Assessment and assess your client’s abilities and limitations in daily life.

How does this Functionality Assessment work?

The functional assessment process can vary depending on the setting and purpose of the assessment. However, there are some general steps involved in the process, which may include:

Referral: 

The individual may be referred for a functional assessment by a healthcare provider, educator, or vocational rehabilitation specialist.

Initial assessment: 

The assessment process typically begins with an initial evaluation, which may involve a review of medical records, interviews with the individual and their family members, and observation of the individual in their environment.

Assessment tools: 

Various assessment tools may be used during the functional assessment, including standardized tests, checklists, and observations. These tools assess the individual's physical, cognitive, and emotional functioning.

Goal setting: 

Based on the assessment results, goals may be developed to help the individual improve their functional abilities. These goals may be related to activities of daily living (such as bathing, dressing, and grooming), mobility, communication, or other areas of functioning.

Intervention: 

Depending on the individual's needs, interventions may be implemented to help them achieve their goals. These may include physical therapy, occupational therapy, speech therapy, counseling, or other treatments.

Follow-up: 

The functional assessment process typically includes ongoing monitoring and reassessment to track the individual's progress and adjust interventions as needed.

Functional Assessment example (sample)

Functional assessment templates can vary depending on the purpose and setting of the assessment. 

However, a typical functional assessment template may include the following sections:

  • Client information
  • Referral information
  • Assessment tools
  • Physical functioning
  • Cognitive functioning
  • Communication
  • Activities of daily living (ADLs)
  • Social functioning
  • Goals
  • Interventions
  • Follow-up

Download this Functional Assessment Example (Sample) here:

Functional Assessment example (sample)

When to use this Functional Assessment Test?

A functional assessment can be a valuable tool for assessing an individual's abilities and limitations in various settings. Here are some situations where a functional assessment may be appropriate:

Medical settings: 

A functional assessment can evaluate an individual's physical, cognitive, and emotional functioning following an illness, injury, or surgery. This can help healthcare providers develop a care plan addressing the individual's needs and goals.

Educational settings: 

A functional assessment can evaluate a student's abilities and limitations in school-related activities, such as reading, writing, and participating in classroom discussions. This can help educators develop an individualized education plan (IEP) that supports the student's academic success.

Occupational settings: 

A functional assessment can evaluate an employee's ability to perform their job duties safely and effectively. This can help employers develop accommodations or modifications that support the employee's success in the workplace.

Rehabilitation settings: 

A functional assessment can evaluate an individual's abilities and limitations following an injury or illness that has affected their physical, cognitive, or emotional functioning. This can help rehabilitation specialists develop a treatment plan that supports the individual's recovery and return to their previous level of functioning.

Elder care settings: 

A functional assessment can evaluate an older adult's abilities and limitations in activities of daily living (ADLs), such as bathing, dressing, and grooming. This can help caregivers develop a care plan that supports the individual's independence and quality of life.

Who is this Functional Assessment PDF for?

Various practitioners can use the functional assessment PDF template in multiple settings. 

Here are some examples of professionals who may find this helpful resource:

Healthcare providers: 

Physicians, nurses, and other healthcare providers may use the functional assessment PDF to evaluate a patient's physical, cognitive, and emotional functioning. This can help them develop a care plan addressing the patient's needs and goals.

Rehabilitation specialists: 

Occupational therapists, physical therapists, and other rehabilitation specialists may use the functional assessment PDF to evaluate an individual's abilities and limitations following an injury, illness, or surgery. This can help them develop a treatment plan that supports the individual's recovery and return to their previous level of functioning.

Educators: 

Special education teachers, school psychologists, and other educators may use the functional assessment PDF to evaluate students' abilities and limitations in school-related activities. This can help them develop an individualized education plan (IEP) that supports the student's academic success.

Occupational health professionals: 

Occupational health professionals, such as industrial hygienists and safety engineers, may use the functional assessment PDF to evaluate employees' ability to perform their job duties safely and effectively. This can help them develop accommodations or modifications that support the employee's success in the workplace.

Geriatric care professionals: 

Geriatric care professionals, such as geriatricians and social workers, may use the functional assessment PDF to evaluate an older adult's abilities and limitations in activities of daily living (ADLs). This can help them develop a care plan that supports the individual's independence and quality of life.

Electronic Health Records Software Feedback

Why use this Functional Assessment app?

Carepatron is an innovative digital health platform that offers a user-friendly functional assessment app. 

A functional evaluation app is available from Carepatron, a cutting-edge digital health platform.  An individual's functional skills, including their physical, cognitive, and emotional functioning, are thoroughly assessed by the Carepatron functional assessment app. The app's user-friendly interface makes it simple for practitioners to move around and finish the examination.

The adaptable software enables professionals to customize the assessment to the needs and objectives of the individual.

Carepatron is an integrated platform that offers a range of tools and resources for healthcare providers, including care coordination, telemedicine, and remote patient monitoring. The app is designed to streamline the functional assessment workflow, saving practitioners time and effort. It provides real-time data on assessment results, allowing practitioners to make timely and informed decisions about patient care.

Electronic Health Records Software
How is a functional assessment conducted?
How is a functional assessment conducted?

Commonly asked questions

How is a functional assessment conducted?

A functional assessment can be conducted using various methods, including observation, interviews, standardized tests, and performance-based assessments.

What are some common areas evaluated in a functional assessment?

Common areas evaluated in a functional assessment include mobility, balance, strength, endurance, cognition, communication, and activities of daily living such as grooming, dressing, and eating.

What types of interventions can be recommended based on the results of a functional assessment?

Interventions recommended based on the results of a functional assessment can include physical therapy, occupational therapy, speech therapy, adaptive equipment, home modifications, and other support services to help individuals improve their functional abilities and quality of life.

Join 10,000+ teams using Carepatron to be more productive

One app for all your healthcare work