BioPsychoSocial
Assessment Tools for the Elderly - Assessment Summary Sheet
Test: Modified Barthel Index
Year: 1981
Domain: Biological
Assessment Tool Category: Physical functioning/ADLs
Variations/Translations: Original version of the Barthel
Index was documented in 1958 by Mahoney & Barthel, but it has
been in use since 1955. Two modified variants exist: by Granger,
Albrecht & Hamilton in 1979 and by Fortinsky, Granger &
Seltzer in 1981.
Setting: Institutional
Method of Delivery: Completed by a health professional
or self-administered
Description: The Barthel Index examines functional
independence in personal care and mobility. It is used for pre and
post treatment performance monitoring in long-term hospital
patients with chronic paralytic conditions, and to assess the
nursing care required. It has also been used with rehabilitation
patients. The patient is rated from his or her medical records or
from direct observation. The original Barthel Index (Mahoney &
Barthel, 1958) was comprised of 10 items covering personal care
and mobility. The patient is rated in terms of whether he or she
can perform the tasks independently, with assistance, or is
dependent on assistance. Both of the Modified Barthel Index
extends the original form to 15-items to include eating and
drinking (either as separate items [Granger, Albrecht &
Hamilton, 1979] or merged together [Fortinsky, Granger &
Seltzer, 1981]). The 1981 version also included an addition item
on dressing after using the toilet and uses four point response
scales.
Scoring/Interpretation: The 1981 form of the Modified
Barthel Index scores on a range of 0 to 100. The overall scores
suggest the amount of time and assistance a patient requires and
is calculated from the summation of scores on each rating. Higher
scores indicate greater independence.
Time to Administer: 2-5 minutes (by health
professional), 10 minutes (self-administered) ( McDowell &
Newell, 1996).
Availability: Found in Fortinsky, Granger & Seltzer
(1981).
Software: N/A
Website: N/A
Quantitative/Qualitative: Quantitative
Validity (Quantitative): A correlation of 0.91 between
Barthel scores and the performance of 72 tasks has been reported
(Fotinsky et. al., 1981).
Reliability (Quantitative): ): Test-retest reliability
of 0.89 has been reported with an inter-rater agreement exceeding
0.95 (Granger, Albrecht & Hamilton, 1979). A Cronbach’s
alpha for internal reliability of 0.98 has also been reported
(McDowell & Newell, 1996).
References:
Chino, N., Andreson,T.P., & Granger, C.V. (1988).
Strokerehabilitation outcome studies: comparison of a Japanese
facility with 17 U.S. facilities. International Disability
Studies,10, 150-154.
Collin, C., Wade, D.T., Davies, S., et.al. (1988). The Barthel
ADL Index: a reliability study. International Disability
Studies, 10, 61-63.
Fortinsky, R.H., Granger, C.V., & Seltzer, G.B. (1981). The
use of functional assessment in understanding home care needs.
Medical Care, 19, 489-497.
Granger, C.V. (1985). Outcome of comprehensive medical
rehabilitation: an analysis based upon the impairment, disability,
and handicap model. International Rehabilitation Medicine,
7, 45-50.
Granger, C.V., Albrecht, G.L., & Hamilton, B.B. (1979).
Outcome of comprehensive medical rehabilitation: measurement by
PULSES Profile and the Barthel Index. Archives of Physical
Medical Rehabilitation, 60, 145-154.
Mahoney F.I., Wood, O.H., & Barthel, D.W. (1958).
Rehabilitation of chronically ill patients: the influence of
complications on the final goal. Southern Medical Journal,
51, 605-609.
McDowell, I. & Newell, C. (1996). Measuring Health: A Guide
to Rating Scales and Questionnaires. (2nd ed.). New York: Oxford
University Press. Pp. 56-63.
McGinnis,G.E., Seward, M.L., DeJong, G., et. al. (1986).
Program evaluation of physical medicine and rehabilitation
departments using self-report Barthel. Archives of Physical
Medical Rehabilitation, 14, 61-65.
Nosek, M.A., Parker, R.M, Larsen, S. (1987). Psychosocial
independence and functional abilities: their relationship in
adults with severe musculoskeletal impairments. Archives of
Physical Medical Rehabilition, 68, 840-845.
Shinar, D., Gross, C.R., Bronstein, K.S., et al. (1987).
Reliability of the activities of daily living scale and its use in
telephone interview. Archives of Physical Medical
Rehabilitation, 68, 723-728.
Wylie, C.M., & White, B.K. (1964). A measure of diability.
Archives of Environmental Health, 8, 834-839.
Comments: N/A
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