In-Home Assessment Occupational Therapy Modifications, Checklist, & Interventions

Reasons for Home Assessment & Concerns

  • Functional impairment
  • Difficulty with activities of daily living (ADLs), IADLs
  • Poor physical health
  • Need for assistive devices
  • Postsurgical conditions
  • Low vision
  • Schizophrenia
  • Fear of falling
  • History or risk of falls

Barriers to Interventions

  • Finances
  • Renting compared to ownership of properties
  • Availability of professionals, e.g., handymen

Interventions

  • Barrier removal resulted in a 36% reduction falls for an intervention group.
  • Education
  • Balance and strength training
  • Low vision: additional lightning
  • Home modifications and renovations – “Participants who received home modifications also experienced fewer difficulties performing daily activities.”
    • Grab bars
    • Bath seats
    • Hand-held shower heads
    • Removal of bathtubs for walk-in showers
    • Ramp installation
  • Adaptive equipment, e.g., reacher devices
  • Assistive technology, e.g., smart home
  • Occupational therapy training
    • “Include comprehensive assessment of person and environmental factors that influence occupational performance, including task analysis to identify environmental barriers and supports.”
    • “Include training older adults and their caregivers to safely use environmental supports and reestablish habits and routines.”
    • “Provide assessment of and recommendations to clients and caregivers, along with adequate training, education, and follow-up for effective home modification interventions to improve participation.”

Take-Home Message

“A client-centered intervention plan that includes a mix of exercise, education, home modifications, and assistive technology is supported by the best evidence for fall prevention and occupational performance in community-dwelling older adults.”

Home Modification Checklist

General

  • Entrances and exits
  • Walkways
  • Curb cuts
  • Driveways
  • Porch
  • Windows
  • House number visibility
  • Bushes and shrubs posing risks
  • Working doorbell
  • Doors: swinging direction, width and clearance, weight, thresholds
  • Floor level changes
  • Hallway width
  • Stairs
  • Railings
  • Floor surfaces
  • Clutter reduces

Bathroom

  • Covered water pipes
  • Controls and faucets accessible
  • Drains accessible
  • Mirror height adequate
  • Shelves and sink basin storage functional
  • Transfers in and out of showers and bathtubs (grab bars)
  • Toilet height
  • Toilet paper accessible
  • Flushing accessible
  • Toilet transfers safe
  • Space for caregivers
  • Anti-slip mats

Kitchen

  • Task lighting appropriate
  • Storage access available, e.g., shelving
  • Reachability of items in the refrigerator
  • Hot water pipes covered
  • Hot-proofed surfaces
  • Switches and outlets accessible
  • Adequate counter surfaces
  • Enough knee clearance at worksites
  • Adequate color contrast or tactile controls
  • Sturdy step stool
  • Clean kitchen area
  • Commonly used items and foods most accessible

Living Spaces

  • Wide enough pathways
  • Secured throw rugs
  • Access space between furniture
  • Rails or armrests available for transfers
  • Switches and outlets accessible
  • Functional storage and closet
  • Adequate lighting
  • Furniture at an appropriate height
  • Clearance between furniture
  • Level floor surfaces

Storage Spaces

  • Lights installed
  • Adjustable rods and shelves available
  • Enough space and clearance to access closet

Windows

  • Handles and locks are accessible
  • Blinds and blackout curtains for sleep and reduction of glare

Laundry

  • Worksite available for sorting and folding clothes
  • Clothesline at a convenient height
  • Washer and dryer at a convenient height and location
  • Controls for appliances accessible

Basement

  • Well-lit areas
  • Combustible materials and hazardous waste requiring removal
  • Pathway clear to access utilities
  • Fall hazards reduced

Safety and Comfort

  • Heating and cooling thermostat controls are accessible
  • Presence of functioning smoke and CO alarms
  • Fire extinguishers accessible
  • Water heater adjusted to safe temperature to reduce burns (120 degrees F)
  • Scalding water safety shut-off valves at water fixtures
  • General lighting is adequate and available where needed
  • Exits available and clear for emergencies

Funding and Resources

  • Some local governments may provide grants to install home modifications if justified.
  1. Stark, S., Keglovits, M., Arbesman, M., & Lieberman, D. (2017). Effect of home modification interventions on the participation of community-dwelling adults with health conditions: A systematic review. The American Journal of Occupational Therapy, 71(2), 7102290010p1-7102290010p11.[][]
  2. Stark SL, Somerville EK, Morris JC. In-Home Occupational Performance Evaluation (I-HOPE). Am J Occup Ther. 2010 Jul-Aug;64(4):580-9. doi: 10.5014/ajot.2010.08065. PMID: 20825129; PMCID: PMC2939744.[][]
  3. Davison, J., Bond, J., Dawson, P., Steen, I. N., & Kenny, R. A. (2005). Patients with recurrent falls attending Accident & Emergency benefit from multifactorial intervention—A randomised controlled trial. Age and Ageing, 34,162–168. https://doi.org/10.1093/ageing/afi053[]
  4. Petersson, I., Kottorp, A., Bergstro¨m, J., & Lilja, M. (2009). Longitudinal changes in everyday life after home modifications for people aging with disabilities. Scandinavian Journal of Occupational Therapy, 16, 78–87. https://doi.org/10.1080/11038120802409747[]
  5. Petersson, I., Lilja, M., Hammel, J., & Kottorp, A. (2008). Impact of home modification services on ability in everyday life for people ageing with disabilities. Journal of Rehabilitation Medicine, 40, 253–260. https://doi.org/10.2340/16501977-0160[]
  6. Tomita, M. R., Mann, W. C., Stanton, K., Tomita, A. D., & Sundar, V. (2007). Use of currently available smart home
    technology by frail elders: Process and outcomes. Topics in
    Geriatric Rehabilitation, 23, 24–34. https://doi.org/10.1097/
    00013614-200701000-00005[]
  7. Mann, W. C., Ottenbacher, K. J., Fraas, L., Tomita, M., & Granger, C. V. (1999). Effectiveness of assistive technology
    and environmental interventions in maintaining independence and reducing home care costs for the frail elderly: A randomized controlled trial. Archives of Family Medicine, 8, 210–217. https://doi.org/10.1001/archfami.8.3.210[]
  8. Chase, C. A., Mann, K., Wasek, S., & Arbesman, M. (2012). Systematic review of the effect of home modification and fall prevention programs on falls and the performance of community-dwelling older adults. The American Journal of Occupational Therapy, 66(3), 284-291.[]