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Run: IADL Assessment

An IADL Assessment template for documenting meal prep, medication management, finances, and community mobility. Use it to capture functional performance, sup...

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Assessment Setup and Context

Assessment date and setting recorded

Note (optional)

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 critical (required)

Yes No N/A

Meal Preparation

Identifies needed ingredients and tools

Safely uses kitchen appliances and utensils critical (required)

Sequences steps to complete a simple meal

Manages timing, heat, and food safety during preparation critical (required)

Requires assistance or compensatory strategies for meal preparation

Note (optional)

Medication Management

Identifies prescribed medications correctly critical (required)

Reads or interprets medication labels and instructions critical (required)

Organizes medications using pillbox, list, or other system

Follows dosing schedule without omission or duplication critical (required)

Medication management support needed

Note (optional)

Financial Management

Counts money and makes simple transactions accurately critical (required)

Understands bills, due dates, and payment amounts

Manages budgeting or spending decisions appropriately

Recognizes need for assistance with financial tasks

Yes No N/A

Community Mobility and Functional Summary

Uses transportation safely and appropriately for community access critical (required)

Navigates familiar and unfamiliar community settings

Uses phone, written directions, or other aids to support mobility

Note (optional)

Areas requiring intervention or compensation identified critical (required)

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