19 CARYN BIRSTLER HUSMAN and BARBARA STEVA After studying this chapter, the reader will be able to accomplish the following: • Identify the instrumental activities of daily living (IADLs) and describe how they relate to occupational performance in children and adolescents • Describe therapeutic activities that an occupational therapy (OT) practitioner might use to address difficulties in occupational performance in the IADLs • Describe adaptations that may be used to improve an individual’s performance in the IADLs • Describe intervention strategies that may be used to improve an individual’s performance in the IADLs The profession of occupational therapy (OT) is defined by its unique focus on “everyday life activities,” known clinically as occupation.2 OT practitioners work to assist adults and children in a wide variety of occupations, thus facilitating opportunities for satisfaction, competence in roles, health, wellness, and quality of life.2 Instrumental activities of daily living (IADLs) are defined by the American Occupational Therapy Association (AOTA) as “activities to support daily life within the home and community that often require more complex interactions than self-care used in ADL” (p. 631).3 IADLs comprise an area of occupation that includes activities that are focused on interaction with the environment.2 More specifically, IADLs involve care of others, care of pets, child rearing, communication management, community mobility, financial management, health management and maintenance, home establishment, meal preparation and clean-up, religious observance, safety and emergency maintenance, and shopping. Explanations of these categories, as described by the AOTA Practice Framework are found in Table 19-1. TABLE 19-1 Definitions of Instrumental Activities of Daily Living Areas From American Occupational Therapy Association: Occupational therapy practice framework: Domain and process, 2nd edition, Am J Occup Ther 62:625–683, 2008. IADLs are typically multifaceted patterns of occupation. Each occupation can be divided into several tasks, each requiring specific skills. To develop individualized intervention strategies, goals, objectives, and outcomes, the OT practitioner considers the performance skills, performance patterns, and body functions; specific task analyses; individual values, roles, and interests; and current barriers to independence for each client. By their very nature, IADLs are optional and may be completed by a person other than oneself.2 In particular, IADLs may be optional for children, depending on age, the family culture, and the culture of the community in which they live. However, performance in IADLs is pivotal for independent living as an adult. Therefore, the promotion of skills and independence in this area cannot be understated, especially in the case of children with disabilities as they grow. Due to the complex nature of IADLs, cognitive functioning, particularly executive functioning, must be thoroughly evaluated to develop appropriate goals, objectives, and intervention plans. Individuals with cognitive impairments often express a decreased awareness of cognitive limitations that could impact realistic goal setting and adjustment to a disability.38 Executive functioning is a term used to describe a set of cognitive abilities located in the frontal cortex of the brain. More specifically, the frontal lobe provides organization and control for all cognitive skills. Cooper-Kahn and Dietzel described executive functioning as a set of processes that include the following:13 • Inhibition – the ability to stop one’s actions and thoughts at an appropriate time • Shift – the ability to think freely and move from one situation to another in order to respond appropriately • Emotional control – the ability to regulate emotional responses by thinking and responding rationally • Initiation – the ability to begin a task, generate ideas, responses, and problem-solving strategies • Working memory – the ability to hold information in the mind to use for completing a task • Planning/orientation – the ability to manage present and future oriented tasks • Organization of materials – the ability to impose order on work, play, and storage spaces • Self-monitoring – the ability to monitor self-performance and measure it against a standard of what is needed and/or expected Individuals with challenges in one or more of these areas may struggle to plan a project, tell a story with details or in sequential order, memorize or recall information, initiate and complete tasks, and retain information while doing another task (recall a phone number while dialing). Although executive functioning is used continually in daily occupations, it is difficult to evaluate all the aspects that this term encompasses. In addition to formalized test batteries, observation and “hands-on” assessment of task completion are invaluable to the practitioner. Brown, Moore, Hemman, and Yunek found that client reports of independence and actual performance were not always consistent.6 Real-life experiences were found to be more complex than those portrayed in simulations or in the interview process. The OT practitioner may need to adapt an activity or teach the individual to use a compensatory strategy for absent or impaired skills. Intervention strategies aimed at improving independence for the client with impaired cognitive skills can include deficit-specific training of cognitive skills, meta-cognitive training, compensation, social skills training, and task-specific training. Deficit-specific training involves restoring or improving specific cognitive tasks such as attention, initiation, and problem-solving through remedial exercises, grading of tasks, and gradually increasing demands on cognitive performance components.39 Meta-cognitive training works to improve the fundamentals needed to set realistic goals by enhancing self-awareness and skills such as time management, self-control, anticipation, and self-monitoring. Compensation teaches the client to use alternative methods or strategies to complete a given task. Individuals can use lists, memory notebooks, electronic cuing devices, diaries, wall charts, and picture schedules. Social skill training involves improving interpersonal skills such as nonverbal cues, verbal and nonverbal communication skills, and conflict negotiation skills. Task-specific training, also referred to as functional skill training, involves systematic training of specific tasks required to complete an activity. A combination of these techniques may be needed to achieve the most efficient and functional outcome for the client. Communication is an integral part of participation in all daily tasks. Many clients receiving OT experience difficulty communicating due to their disabilities or injuries.35 Communication devices compensate for that difficulty and allow for participation in work, leisure, and social occupations. Communication devices also support independence, facilitate greater engagement in learning and progress toward goals, and contribute significantly to occupational performance and quality of life.46 Communication devices provide augmentative and alternative communication (AAC) to children who are unable to communicate effectively.34 Children who have autism, apraxia, or physical disabilities such as cerebral palsy that prevent the oral structures from being coordinated fluidly for speaking are candidates for a communication device. Persons with hearing impairments might wish to use a communication device to communicate with those outside their community without the help of an interpreter. A wide range of communication devices, from low-tech to complex high-tech options, is available. Low-tech communication devices include systems that do not require a form of power for operation. High-tech devices are able to store information and produce auditory communications.16 These devices are also known as speech-generating devices or voice output communication aids (VOCAs). Although communication is classically the realm of the speech and language pathologist, occupational therapists can make a unique contribution to this area. The OT practitioner is an important team member in the selection and use of a communication device and assists with the selection of equipment that best fits the child’s movement abilities by assessing range of motion (ROM), motor control, positioning, endurance, and visual–perceptual skills. The most common communication devices require the use of the upper extremity for operation. If upper extremity movement does not enable the use of a device, other available movements such as neck and eye movement should be documented. The OT practitioner determines that the child is able to discriminate between symbols to be able to use a device successfully. The OT practitioner also works with the child to determine if he or she shows a preference for a specific type of communication device.35 Once the device has been selected, the OT practitioner sets up the child’s environment to facilitate ease of use and ergonomic function and works as part of the team to train the child to use the equipment effectively. Communication boards may contain words or pictures that are hand drawn, computer illustrated, or photographic. Several programs that provide a wide range of high quality illustrations and commonly used pictures are available. Communication boards often come with Velcro so that pictures can be held in place or moved as needed. Picture books organize pictures for communication. Books allow access to a greater number of pictures than do communication boards and may be organized by topic for quick and easy location of pictures. Velcro is often placed on the outer cover of the book so that the pictures currently in use can be displayed on the front of the book. Note: The use of pictures for a communication board should not be confused with the Picture Exchange Communication System, which will be explained in greater detail later in this section (Tables 19-2 and 19-3). TABLE 19-2 Adapted from PECS USA, 2009 : What is PECS? http://www.pecs-usa.com/WhatsPECS.htm: Accessed October 13, 2009. TABLE 19-3 Visual Supports for Participation, Regulation, and Emotional/Behavioral Development Adapted from Bryan LC, Gast DL: Teaching on-task and on-schedule behaviors to high-functioning children with autism via picture activity schedules, J Autism Development Dis 30(6):553–567, 2000. Pictures can also be used as visual supports to assist an OT practitioner in communicating to the child.7 These pictures will be called visual supports in this text to avoid confusing them with communication boards that children use to communicate their thoughts. When pictures assist a child to function, it is important that the OT practitioner consult with teachers and parents so that the system can be used across various settings. Visual supports are commonly used to communicate expectations, show how many activities are expected, and demonstrate the order of activities.7 Visual supports can increase on-task behaviors; be used to teach complex topics such as arousal or excitement level by presenting symbols that young people can understand and relate to; increase self-awareness of emotions and arousal/excitement level, and also be used to augment social stories to ensure children know how to respond and act safely in challenging situations.7 It is highly recommended that the OT practitioner consult with a speech and language pathologist on the use of pictures for individual clients (Table 19-4). TABLE 19-4 Using Pictures or Illustrations During Intervention The Picture Exchange Communication System (PECS) was created to increase communication for individuals with autism spectrum disorders.31 PECS has also been found effective for other populations with cognitive, communication, and physical disabilities. The system is put in place by a speech and language pathologist and should only be used under the supervision and guidance of that specialist. Nevertheless, it is important for OTAs to have a cursory knowledge of the program, which is widely used. PECS is a systematic method for teaching initiation of communication through the exchange of pictures.31 Through PECS, a child is taught to use communication to get his or her needs met. The goal is to teach the child to use communication independently. The system is not necessarily a replacement for speech; frequently young children who begin using the program also begin to use vocal language.31 An OTA can continue to use language with a client who uses PECS. However, basic use of the protocol will reinforce the work done in speech therapy and may improve OT sessions and outcomes (Table 19-5). TABLE 19-5 Phases of the Picture Exchange Communication System Adapted from PECS USA, 2009: What is PECS? http://www.pecs-usa.com/WhatsPECS.htm: Accessed October 13, 2009. A wide range of high-tech devices and software is available to augment communication for people who have disabilities. These devices include small, handheld devices that contain a few messages; larger devices that are portable, are mountable on wheelchairs, and store large amounts of vocabulary; and complex systems that can be used with computers to export any message the individual can type.1 The handheld and larger portable devices are usually the first high-tech devices used with children, who must learn to use the devices as they are learning to communicate and use vocabulary. It is important that their continued development is taken into account when selecting a VOCA. Small devices present a limited number of pictures, sometimes as few as three or five.1 When activated, the device plays a frequently used sentence or message such as “I want to play” or “I need to go to the bathroom.” Some of these devices are able to record specific messages and can therefore be useful for including children who have difficulties with typical occupations of childhood such as giving an oral report or acting in a school play.1 More complex systems comprise several menus that present words or messages within a theme. The child is able to access many words or messages for each theme. The child first selects a topic from a main menu page and then is able to access a number of words or messages about that theme. For example, the child might access a food theme, in which several choices of favorite foods and snacks are presented. Common themes for young children include foods, bathroom, greetings, weather, songs, and toys. As communication and the use of the device develop, an ever-expanding array of themes may be programmed on complex VOCAs.1 VOCAs can be accessed by a variety of means so that an individual can communicate using whichever part of the body he or she is best able to move. If the child has controlled movement of the upper extremity, he or she can access the symbols with fingers on a touch screen. If less volitional movement is available, the child may use a switch to select the appropriate symbol.23 Switches can be accessed through paddles that are pushed by any part of the body where controlled movement exists. This might be the hand, elbow, or side of the head. Puff and sip configurations can be set up for the individual who is unable to move any of the limbs in a controlled manner.23 OT practitioners play a vital role in teaching children to use switches.23 First, the OT practitioner provides experiences to help the child learn that the switch causes something to happen. This is most easily achieved with a cause-and-effect toy that moves, lights up, and/or makes sound when the switch it activated. Once the child understands the concept thoroughly, the switch can be used to operate a highly motivating phrase. In the case of some children, this might be “I want a snack,” “Tickle me!” or simply “Hello.” Next, the child works with more than one switch to produce more than one communication. In later stages, the OT practitioner works with the child to use the switch to select a picture from the screen of a high-tech VOCA. A common set-up includes a cursor on a screen that moves among various pictures. The child works to press the switch as it lands on a specific picture. In this way, the OT practitioner prepares the child to use technology to select whole words and phrases in a complex communication system.23 Other alternative methods for accessing VOCAs include pointers and eye-tracking devices. Pointers may utilize light beam or infrared technology to select symbols.11 Eye-tracking devices follow the movement and gazing of the eyes to select symbols and messages.5 These adaptations require a significant level of head and eye control as well as high-level cognitive skills.11 Computers allow individuals to communicate via email, blogs, and programs that convert text to audible speech.5 Many modifications are available so that individuals can access keyboards and mouse pointers.5 Alternative keyboards have been created to increase the ease with which a person who has a disability can type.5 Keyboards may be enlarged or constricted to allow for more success with the keys. The order of the letters may also be customized, so that the most frequently used keys are situated in the home row, or the most important keys clustered in the center for one finger typing. Keyboards can be designed for use with one or two hands. Further, keyboards may be programmed to produce words or phrases when a combination of keys is pressed. Other adaptations include moisture guards, overlays to increase visual contrast or tactile feedback, and rigid overlays to prevent pressing the wrong buttons.5 Computers may be accessed through non-traditional mouse arrangements if the user is unable to effectively use a mouse.5 A track ball may be helpful for people who have limited movement of the upper extremity, but accurate movement at the fingers. The track ball may also be appropriate for the individual who has full range of motion, but lacks the motor control or stability to move the whole hand or arm to move a standard mouse. Alternatively, a computer screen can be accessed through the use of a switch. Again, a cursor moves between different areas of the screen and the child presses the switch when the cursor pauses on the appropriate area. An individual may also use a stick or pointer as a mouse; software is available to interpret head movement as movement of the pointer across the screen.5 In addition, eye gaze and infrared programs are available for the individual with the ability to gaze into a camera in a controlled manner.5,11 See Chapter 26. Assistive Technology for additional information. An individual’s role in regard to community mobility changes through the lifespan and is dependent upon the life role and interests of the individual. Progression may involve a car seat/stroller > walking > tricycle/bicycle > school bus > public transportation > driving > dependency on others for transportation and mobility.37 The clinician assesses client factors to best prepare and modify the human and non-human aspects of the environment for access. Human factors may include disability, values or interests while non-human factors involve physical barriers and accessibility. The OT practitioner takes into consideration the developmental stages of mobility while planning intervention. The infant and toddler typically take on the role of a passenger. The young child begins to explore mobility by creeping and walking. Transportation to and from school on a school bus or on public transportation becomes a focus for the school-aged child. At this time, the child is often exploring his or her community when riding a bicycle or scooter as well. As the child grows, increased importance is placed on safety and judgment as the child begins to explore the environment more independently. Crossing the street, reading and understanding street signs and signals, and negotiating curbs and obstacles within the environment become important to independence and safe community mobility. The adolescent and young adult incorporate all of the above developed skills as they find independence and autonomy preparing to drive or navigate public transportation.3 Ultimately, mobility is a necessary life component that leads to better quality of life, fulfillment of roles, access to leisure activities, and engagement in meaningful activities. In order to provide effective intervention, it is necessary to assess on an ongoing basis the child’s strengths and needs in performance areas specific to the mode of mobility that the child is seeking. Visual perception, motor coordination, muscle strength, sensory regulation, and executive functioning can impact the successful and independent participation of an individual’s mobility within the community. Adaptations in the form of mobility devices, supplemental aids, or modifications to the environment may be necessary to attain optimal independence. The child or the caregiver and the OT practitioner work together to develop individualized treatment goals, objectives, and a specific treatment plan to address the child’s mobility needs.
Instrumental activities of daily living
CATEGORY
DEFINITION
Care of others (including selecting and supervising caregivers)
Arranging, supervising, or providing the care for others
Care of pets
Arranging, supervising, or providing the care for pets and service animals
Child rearing
Providing the care and supervision to support the developmental needs of a child
Communication management
Sending, receiving, and interpreting information using a variety of systems and equipment, including writing tools, telephones, typewriters, audiovisual recorders, computers, communication boards, call lights, emergency systems, Braille writers, telecommunication devices for the hearing impaired, augmentative communication systems, and personal digital assistants (PDAs)
Community mobility
Moving around in the community and using public or private transportation, such as driving, walking, bicycling, or accessing and riding in buses, taxi cabs, or other transportation systems
Financial management
Using fiscal resources, including alternative methods of financial transaction and planning and using finances with long-term and short-term goals
Health management and maintenance
Developing, managing, and maintaining routines for health and wellness promotion, such as physical fitness, nutrition, decreasing health-risk behaviors, and medication routines
Home establishment and management
Obtaining and maintaining personal and household possessions and environment (e.g., home, yard, garden, appliances, vehicles), including maintaining and repairing personal possessions (clothing and household items) and knowing how to seek help or whom to contact
Meal preparation and clean-up
Planning, preparing, and serving well-balanced, nutritional meals and cleaning up food and utensils after meals
Religious observance
Participating in religion, “an organized system of beliefs, practices, rituals, and symbols designed to facilitate closeness to the sacred or transcendent” (p. 844)26
Safety and emergency maintenance
Knowing and performing preventive procedures to maintain a safe environment as well as recognizing sudden, unexpected hazardous situations and initiating emergency action to reduce the threat to health and safety
Shopping
Preparing shopping lists (grocery and other); selecting, purchasing, and transporting items; selecting method of payment; and completing money transactions
Cognitive and executive functioning
Intervention strategies
Communication
Low-tech communication boards
METHOD
DESCRIPTION
Indicating wants and needs
Pictures of daily tasks and items in the environment can allow a child to communicate when he or she is tired or hungry, needs to use the bathroom, or wants to play.
Building words or sentences
Symbols, letters, and common words are visible to build sentences by pointing to them.
VISUAL SUPPORT
DESCRIPTION
Activity schedule
Pictures may be placed on a strip or page to show the number and order of activities expected. When each activity is completed, the pictures are removed or shifted to another area that indicates the activity is “all done.”
First/Then
Two pictures indicate activities that come first and second. This can be an effective motivator if a nonfavored activity is followed by a favorite task. For example, use the bathroom and then play a game.
Choice making
Pictures are presented so that a child can choose an activity, toy, or snack. A small or large amount of pictures can be presented, and choices can be made based on therapeutic effect and therapist intentions.
Break-down of tasks into steps for teaching and independence
Pictures represent the steps of a task. This can increase independence and attention for multistep actions and activities. Examples include grooming sequences, setting the table, or steps for production line work.
Communication of feelings
Pictures of facial expressions can assist children with understanding and identifying their emotions.
Visuals to accompany songs
Pictures that represent verses of songs allow children of all abilities to participate in songs and help explain what the words mean in a concrete manner.
Visuals for support during emotional dysregulation
When children are emotionally dysregulated, they may have difficulty taking in auditory information from others. Pictures may allow people working with them to communicate safe and regulating alternatives to unsafe behavior.
Social stories
Social stories are written about future events that may be difficult for a child to tolerate such as going to a busy store or going trick-or-treating. Pictures are frequently used to make the story easier to understand. These are especially effective for children who have autism spectrum disorders.
Support for visual impairment
Large pictures provide directions for individuals who have difficulty reading small print.
Using pictures to communicate to the client
How to obtain pictures for use in therapy sessions
TYPES OF PICTURES
PROS
CONS
Photographs
Photographs are necessary for children who do not understand the symbolism of other pictures. They provide an exact communication of objects, people, and places.
Use of photographic pictures requires time and resources, including a compatible digital camera and computer, or actual photographs.
Programs such as Boardmaker®
These programs provide clearly drawn, universally understood symbols for communication. They may be transferred to a variety of settings and are commonly used in school settings.
The program must be purchased and may be expensive. An OT practitioner must learn the computer program for ease of use.
Pictures from the Internet or magazines
Pictures are readily available on the Internet and in magazines.
The quality of the image may vary. Copyright laws must be adhered to.
Hand-drawn pictures
Hand-drawn pictures are readily available and may convey messages for which a specific illustration does not exist.
Quality will vary with drawing skill. Some children may not understand the symbolism of hand-drawn pictures.
Picture exchange communication system
PHASE
DESCRIPTION
Phase 1
The child is taught to initiate communication by presenting a picture to obtain a desired object such as a toy or a snack. The desired object is provided immediately to reinforce the communication exchange. During this phase only one picture is used, and the child is not asked to determine which picture matches what he or she wants.
Phase 2
The child is taught to initiate communication when others are not readily available and waiting for the picture exchange. To do so, the child is taught to obtain the picture and go to another person to request the object in exchange for the picture. The occupational therapist begins by standing close by and then moves farther away to make the child persist in the effort to communicate.
Phase 3
The child is taught to distinguish between pictures to get the desired item. Initially, the child distinguishes between two very different pictures such as a snack and a sock. As the child is successful, more similar and numerous pictures are presented.
Phase 4
The child is taught to use a sentence strip. A picture denoting “I want” is placed on the strip and the child must add the item or activity that he or she wants and exchange the entire strip with the other person.
Phase 5
The child is taught to respond to the question “What do you want?”
Phase 6
The child is taught to make comments about the environment such as “I see.”
Continued expansion of vocabulary
The child is taught to use adjectives to describe the things he or she wants or notices.
High-tech voice output communication AIDS
Computer systems for communication
Community mobility
Developmental stages of mobility
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