IADL Assessment

Instrumental Activities of Daily Living assessment template to document functional performance in meal preparation, medication management, finances, and community mobility, and to identify areas requiring intervention or compensatory support.

Assessment Setup and Context

• Assessment date and setting recorded
• Assessor name and discipline documented
• Reason for assessment documented
• Relevant supports, devices, or supervision present during assessment documented
• Assessment environment was safe and appropriate for observation

Meal Preparation

• Identifies needed ingredients and tools
• Safely uses kitchen appliances and utensils
• Sequences steps to complete a simple meal
• Manages timing, heat, and food safety during preparation
• Requires assistance or compensatory strategies for meal preparation

Medication Management

• Identifies prescribed medications correctly
• Reads or interprets medication labels and instructions
• Organizes medications using pillbox, list, or other system
• Follows dosing schedule without omission or duplication
• Medication management support needed

Financial Management

• Counts money and makes simple transactions accurately
• Understands bills, due dates, and payment amounts
• Manages budgeting or spending decisions appropriately
• Recognizes need for assistance with financial tasks

Community Mobility and Functional Summary

• Uses transportation safely and appropriately for community access
• Navigates familiar and unfamiliar community settings
• Uses phone, written directions, or other aids to support mobility
• Areas requiring intervention or compensation identified