Activities of Daily Living (ADLs) Checklist: Basic and Instrumental ADLs Explained

What activities of daily living are, basic ADLs vs instrumental ADLs with examples, how OTs assess them (Katz, Lawton, FIM), and a free printable ADL checklist.

Occupational therapist completing an activities of daily living checklist

Getting up, washing, dressing, eating and moving around the home: most of us do these without thinking. When illness, injury, disability or ageing makes them harder, they become central to care planning. These everyday tasks are called activities of daily living (ADLs), and they’re at the heart of occupational therapy.

Basic ADLs vs instrumental ADLs

Basic ADLs (BADLs)Instrumental ADLs (IADLs)
What they are Self-care tasks to look after your bodyMore complex tasks to live independently in the community
Examples Bathing, dressing, toileting, transfers, continence, feedingCooking, shopping, money, medication, housework, laundry, transport, phone
Skills needed Mainly physical abilitiesPhysical plus thinking skills: planning, memory, problem solving
Common assessment Katz Index of Independence in ADL; Barthel IndexLawton IADL Scale
Often lost first LaterEarlier, e.g. in early dementia

The 6 basic ADLs (Katz Index)

  1. Bathing: washing the body in a bath, shower or at the sink
  2. Dressing: choosing clothes and putting them on and off, including fastenings
  3. Toileting: getting to and using the toilet, cleaning oneself and adjusting clothes
  4. Transferring: moving in and out of a bed or chair
  5. Continence: controlling bladder and bowel
  6. Feeding: getting food from the plate to the mouth

The 8 instrumental ADLs (Lawton Scale)

  1. Using the telephone
  2. Shopping
  3. Preparing food
  4. Housekeeping
  5. Doing laundry
  6. Using transport
  7. Managing medication
  8. Handling finances

Many modern frameworks, including AOTA’s Practice Framework, also include health management, rest and sleep, childcare, pet care, community mobility and religious or spiritual activities.

Levels of independence

When OTs assess ADLs, they record how much help the person needs.

Levels of help

Most independent ↑

  1. Independent

    Does the task safely with no help or equipment.

  2. Modified independent

    Uses equipment or takes extra time.

  3. Supervision or prompts

    Needs someone nearby, or reminders.

  4. Some physical help

    Does most of the task with hands-on help.

  5. A lot of help

    Does only part of the task.

  6. Dependent

    Someone else does the task.

Most help

Read more about assistance levels in the rehabilitative frame of reference.

How occupational therapists assess ADLs

Tool What it measures
Katz Index of Independence in ADL 6 basic ADLs; scores 0–6 (6 = fully independent)
Barthel Index 10 ADL and mobility items; widely used in rehabilitation
Lawton IADL Scale 8 instrumental activities; scores 0–8
Functional Independence Measure (FIM) 18 items of motor and cognitive function, each scored 1–7
Assessment of Motor and Process Skills (AMPS) The quality of task performance, observed during real tasks
Observation at home How the person manages in their own environment

How OT helps when ADLs become hard

  • Practising tasks in new ways, such as one-handed dressing after a stroke
  • Equipment: shower chairs, grab bars, raised toilet seats, reachers, sock aids, adapted cutlery
  • Home modifications: rails, ramps, better lighting, rearranging the kitchen
  • Memory and planning supports: checklists, pill organisers, reminders. See OT for dementia.
  • Energy conservation for people with heart, lung or chronic conditions
  • Carer training in safe, supportive ways to help

ADLs in children

Children’s daily living skills develop with age: feeding, dressing, toileting and hygiene. Pediatric OTs help children with developmental delays, autism or physical disabilities build these skills. See pediatric OT goals and OT goals for autism.

Summary

Activities of daily living are the everyday tasks that keep us independent. Basic ADLs cover self-care; instrumental ADLs cover running a home and life in the community. Occupational therapists assess both, then use practice, equipment, home changes and support to help people stay as independent as possible.

References

  • Katz S, Ford AB, Moskowitz RW, Jackson BA, Jaffe MW. Studies of illness in the aged. The index of ADL: a standardized measure of biological and psychosocial function. JAMA. 1963;185:914–919.
  • Lawton MP, Brody EM. Assessment of older people: self-maintaining and instrumental activities of daily living. The Gerontologist. 1969;9(3):179–186.
  • Mahoney FI, Barthel DW. Functional evaluation: the Barthel Index. Maryland State Medical Journal. 1965;14:61–65.
  • American Occupational Therapy Association. Occupational Therapy Practice Framework: Domain and Process—Fourth Edition. 2020.

Frequently asked questions

What are the 6 activities of daily living?
The six basic ADLs in the Katz Index are bathing, dressing, toileting, transferring (moving in and out of a bed or chair), continence and feeding.
What is the difference between ADLs and IADLs?
ADLs are basic self-care tasks needed to look after your body, like bathing, dressing and eating. IADLs are more complex tasks needed to live independently in the community, like cooking, shopping, managing money and medication, housework, transport and using a phone.
What are examples of instrumental activities of daily living?
The Lawton IADL Scale covers using the telephone, shopping, food preparation, housekeeping, laundry, transportation, managing medication and handling finances.
Who assesses activities of daily living?
Occupational therapists are the main professionals who assess ADLs and IADLs, often alongside nurses, doctors and physiotherapists. Assessments help plan care, equipment, home changes and support.
Why are ADLs important?
ADLs show how independently a person can live. They're used to plan care and support, decide on equipment or home modifications, measure recovery after illness or injury, and in some cases to determine eligibility for services or insurance benefits.

Written by

Deepam Pawar is an occupational therapist and co-founder of Occupational Therapy OT. He focuses on clinical frameworks, assessment, and evidence-based practice.

All articles by Deepam →

This article is for general education and is not a substitute for individualized assessment or treatment by a licensed occupational therapist. Always seek the guidance of a qualified professional for specific concerns.

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