Assessment of Physical Function
OBJECTIVE
This nursing care protocol has been designed to help bedside nurses assess and monitor function in older adults, prevent decline, and maintain their function during acute hospitalization.
BACKGROUND
A. Functional status of individuals describes the capacity and performance of safe ADL and IADL and is a sensitive indicator of health or illness in older adults. It is, therefore, a critical nursing assessment.
B. Some functional decline may be prevented or ameliorated with prompt and aggressive nursing intervention (e.g., ambulation, toileting schedules, enhanced communication, adaptive equipment, attention to medications and dosages, management of pain).
C. Some functional decline may occur progressively and is not reversible. This decline often accompanies chronic and terminal disease states such as degenerative joint disease, Parkinson disease, dementia, heart failure, and cancer. Interprofessional team care meetings may be helpful in clarifying the trajectory of illness and referring for appropriate follow-up.
D. Functional status is influenced by physiological aging changes, acute and chronic illness, and adaptation to the physical environment. Functional decline is often the initial symptom of acute illness such as infections (e.g., pneumonia, UTI). These declines are usually reversible and require medical evaluation. Functional status is contingent on motivation, cognition, and sensory capacity, including vision and hearing.
E. Risk factors for functional decline include frailty injuries, acute illness, medication side effects, pain, depression, malnutrition, decreased mobility, prolonged bedrest (including the use of physical restraints), prolonged use of Foley catheters, and changes in environment or routines.
F. Additional complications of functional decline include loss of independence, falls, incontinence, malnutrition, decreased socialization, depression, and increased risk for long-term institutionalization and depression.
G. Recovery of function can also be a measure of return to health, such as for individuals recovering from exacerbations of cardiovascular or respiratory diseases and acute infections, from joint replacement surgery, or from new strokes.
H. Functional status evaluation assists patients and their families in planning future care needs post hospitalization, such as short-term skilled care, assisted living, home care, and need for community services or long-term residential care.
I. Physical environments of care with attention to the special needs of older adults serve to maintain and enhance function (e.g., chairs with arms, elevated toilet seat, levers vs. doorknobs, enhanced lighting).
ASSESSMENT PARAMETERS
A. Comprehensive functional assessment of older adults includes independent performance of basic ADL, social activities, or IADL; the assistance needed to accomplish these tasks; and sensory ability, pain level, cognition, and capacity to ambulate.
- Basic ADL (bathing, dressing, grooming, eating, continence, transferring)
- IADL (meal preparation, shopping, medication administration, housework, transportation, accounting)
- Mobility (ambulation, pivoting)
B. Older adults may view their health in terms of how well they can function rather than in terms of disease alone. Strengths should be emphasized, as well as the need for assistance.
C. The clinician should validate, document, and communicate baseline functional status and recent or progressive decline in function.
D. Function should be assessed over time to validate capacity, decline, or progress.
E. Standard instruments selected to assess function should be efficient to administer and easy to interpret. They should provide useful practical information for clinicians and be incorporated into routine history taking, daily assessments, and documentation including electronic medical records.
F. Interprofessional communication regarding functional status, changes, and expected trajectory should be part of all care settings and should include the patient and their family whenever possible.
G. Interprofessional rounds support promotion of function by addressing functional assessment (baseline and current), evaluating potential interventions, and helping develop a plan of care with measurable goals.
H. A patient’s perceptions of function, quality of life, and goals of care should be assessed, documented, and communicated to the care team across all settings.
CARE STRATEGIES
A. Strategies to maximize functional status and to prevent decline while preventing falls
- Maintain the individual’s daily routine. Help to maintain physical, cognitive, and social function through physical activity and socialization. Encourage ambulation, encourage the individual to get out of bed for meals, allow flexible visitation, including pets, and encourage reading the newspaper. Encourage adjunctive interventions such as relaxation and music therapy.
- Educate older adults, family, and formal caregivers (staff) on the value of independent functioning and the consequences of functional decline; increased risk for complications such as malnutrition, falls, hospital readmissions, and increased likelihood of being discharged to a nursing home setting; increased mortality; and decreased functional recovery, ultimately decreasing quality of life.
- Physiological and psychological value of independent functioning
- Reversible functional decline associated with acute illness
- Strategies to prevent functional decline, including exercise, nutrition, pain management, and socialization
- Sources of assistance to manage decline
- Encourage activity, including routine exercise, range of motion, and ambulation to maintain activity, flexibility, and function.
- Minimize bedrest.
- Explore alternatives to physical restraint use.
- Judiciously use medications, especially psychoactive medications, in geriatric dosages.
- Assess and treat for pain. Consider alternative and nonpharmacological interventions.
- Design environments with handrails, wide doorways, raised toilet seats, shower seats, enhanced lighting, low beds, and chairs of various types and height, including recliners and rocking chairs.
- Help individuals regain baseline function after acute illnesses by using exercise, physical or occupational therapy consultation, nutrition, and coaching.
B. Strategies to help older individuals cope with functional decline
- Help older adults and family members determine realistic functional capacity based on health trajectory with interprofessional consultation.
- Provide care partner education and support for families of individuals when decline cannot be ameliorated in spite of nursing and rehabilitative efforts. Palliative care consultation may offer the family and team important management strategies, particularly postacute care.
- Carefully document all intervention strategies and patient response.
- Provide information to care partners on the causes of functional decline related to acute and chronic conditions.
- Provide education to address safety care needs for falls, injuries, and common complications. Short-term skilled care for physical therapy may be needed; long-term care settings may be required to ensure safety.
- Provide sufficient protein and caloric intake to ensure adequate intake and prevent further decline. Liberalize diet to include personal preferences.
- Provide care partner support and community services, such as senior centers, meals on wheels, home care, nursing, and physical and occupational therapy services to manage functional decline.
EXPECTED OUTCOMES
A. Patients can:
- Maintain safe level of ADL and ambulation, with less falls
- Make necessary adaptations to maintain safety and independence, including assistive devices and environmental adaptations
- Strive to attain the highest quality of life despite low functional level
- Communicate preferences for care
B. Providers can demonstrate:
- Increased assessment, identification, and management of patients susceptible to or experiencing functional decline, and provide routine assessment of functional capacity despite level of care
- Ongoing documentation (electronic medical record) and communication of capacity, interventions, goals, and outcomes
- Competence in preventive and restorative strategies for function
- Competence in identifying risk factors for falls and a plan to address them
- Competence in assessing safe environments of care that foster safe independent function
C. Institution will experience:
- System-wide incorporation of functional assessment into routine assessments
- Reduction in incidence and prevalence of functional decline
- Decrease in morbidity and mortality rates associated with functional decline
- Reduction in the use of physical restraints, prolonged bedrest, Foley catheters use, and falls
- Decreased incidence of delirium
- Increase in prevalence of patients who leave the hospital with baseline or improved functional status
- Decreased number of falls and fall injuries
- Decreased readmission rate
- Increased early utilization of nutritional and rehabilitative services (occupational and physical therapy)
- Evidence of geriatric-sensitive physical care environments that facilitate safe, independent function, such as low beds and comfortable chairs, and care partner education on safe environmental design and exercise programs
- Evidence of continued interprofessional assessments, care planning, and evaluation of care related to function, including posthospital follow-up planning such as leadership support for interdisciplinary communication
- Leadership commitment to patient-centered care
RELEVANT PRACTICE GUIDELINES
Several resources are now available to guide adoption of evidence-based nursing interventions to enhance function in older adults.
A. Agency for Healthcare Research and Quality and National Guideline Clearinghouse: www.guideline.gov
B. McGill University Health Centre Research and Clinical Resources for Evidence Based Nursing: https://www.mcgill.ca/nursing/events/links/clinical
C. National Quality Forum: www.qualityforum.org/Home.aspx
D. Registered Nurses’ Association of Ontario. (2005). Clinical practice guidelines. https://rnao.ca/bpg/guidelines
E. Stopping Elderly Accidents, Deaths, and Injuries: https://www.cdc.gov/steadi/index.html
ABBREVIATIONS
ADL activities of daily living
IADL instrumental activities of daily living
UTI urinary tract infection
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Updated: January 2025
Boltz PhD, RN, GNP-BC, FGSA, FAAN, M., Capezuti, PhD, RN, FAAN, E.A., & Fulmer PhD, RN, FAAN, T. T. (2025). Evidence-Based Geriatric Nursing Protocols for Best Practice (7th ed.). Springer Publishing. Retrieved December 17, 2024, from https://www.springerpub.com/evidence-based-geriatric-nursing-protocols-for-best-practice-9780826152763.html#tableofcontents
Chapter 11, Kresevic, D.M. & Boltz, M. (2025) Assessing Physical Function and Promoting Safe Mobility in the Older Adult
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