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[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 … Reference List
  • History or risk of falls[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.

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.[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 … Reference List
  • 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.”[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 … Reference List[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 … Reference List
    • Grab bars
    • Bath seats
    • Hand-held shower heads
    • Removal of bathtubs for walk-in showers
    • Ramp installation[6]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.
  • Adaptive equipment, e.g., reacher devices
  • Assistive technology, e.g., smart home[7]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 … Reference List[8]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 … Reference List
  • 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.”[9]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 … Reference List

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.”[10]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 … Reference List

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.

References

References
1, 9 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, 6 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
7 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
8 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
10 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.
Jeff is a licensed occupational therapist and lead content creator for OT Dude. He covers all things occupational therapy as well as other topics including healthcare, wellness, mental health, technology, science, sociology, and philosophy. Buy me a Coffee on Venmo.