Wheeled Mobility and Seating Evaluation

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Wheeled Mobility and Seating Evaluation
To be completed by Physiatrist, Physical Therapist or Occupational Therapist
PATIENT INFORMATION
Name
DOB
Sex
Date
Address
Physician
Phone
MD NPI #
MD Phone
Therapist
Spouse/Parent/Caregiver name
1º Insurance/Payor
Contact Person
Phone number
Policy #
2º Insurance/Payor
Phone
This evaluation / justification
form will serve as the LMN for
the following supplier
Policy #
Reason for Referral
Patient Goals
Caregiver Goals
Specific Mobility
Limitations that
May Affect Care
MEDICAL HISTORY
Diagnosis
ICD9
Code
ICD9
Code
Progressive Disease
Height
1o Dx
Onset
Diagnosis
ICD9
Code
ICD9
Code
Relevant Past and Future Surgeries
Weight
Explain Recent Changes or Trends in Weight
Pertinent
Medical Hx
Cardiac Status
Intact
Impaired
Respiratory Status
Intact
Orthotics
Prosthetics
Impaired
Functional Limitations
Severely Impaired
NA
Functional Limitations
Severely Impaired
O2
Time
L / Min.
Diagnosis
Diagnosis
Patient Name
CURRENT SEATING / MOBILITY
Current Mobility Base
None
Stroller
Power
Power w/ tilt
Type of Control
Manufacturer
Serial #
Additional Components
Seat Height
Condition of Current Mobility Base
Problems with Current Mobility Base
Manual w/c
Manual with tilt
Manual with recline
Power w/ recline
Power w/ tilt & recline
w/ seat elevator
Model
Color
Age
Seat Width
Seat Depth
Current Seating System
Scooter
w/ stand
Age of Seating System
COMPONENT
MANUFACTURER / CONDITION
Seat Base
Mounting Hardware
Cushion
Pelvic Support
Thigh Support
Knee Support
Foot Support
Foot Strap / Heel Loop
Back
Mounting Hardware
Lateral Trunk Supports
Chest / Shoulder Support
Head Support
Mounting Hardware
UE Support
Mounting Hardware
Other
Other
When Relevant
Overall Seat Height
Describe Posture in Present Seating System
Overall W/C Length
Overall W/C Width
CURRENT MRADL STATUS (with present Mobility Assistive Equipment)
Indep
Assist
Unable
Indep
with
Equip
Not
assessed
Comments / Equipment
Dressing
Eating
Grooming/Hygiene
Toileting
Bathing
IADLS
Bowel Mgmt
Continent
Incontinent
Accidents
Comments
Bladder Mgmt
Continent
Incontinent
Accidents
Comments
DESCRIBE WHAT HAS CHANGED TO REQUIRE NEW AND/OR DIFFERENT MOBILITY ASSISTIVE EQUIPMENT
Page 2 of 13
Patient Name
HOME ENVIRONMENT
House
Condo/Town Home
Apartment
Asst Living
LTCF
SNF
Lives Alone / No Caregivers
Lives Alone / Caregiver Asst
Lives with Caregiver
Comments
Home is Accessible to Equipment
Storage of Wheelchair
In Home
Stairs
Yes
No
Ramp
Yes
No
Own
Hours Home Alone
Rent
Other
Comments
COMMUNITY ADL
TRANSPORTATION
Car
Van
Public Transportation
Where is W/C Stored During Transport?
Self Driver
Drive While in Wheelchair
Employment
Specific requirements pertaining to mobility
School
Specific requirements pertaining to mobility
Other
Adapted W/C Lift
Yes
No
Ambulance
Other
Tie Downs
Passenger only
Yes
Sits in Wheelchair During Transport
No
STRENGTH / RANGE OF MOTION
Gross Overall Strength
Upper Extremity
Lower Extremity
Normal 5 / 5
Normal 5 / 5
Good 4 / 5
Good 4 / 5
Fair 3 / 5
Fair 3 / 5
Poor 2 / 5
Poor 2 / 5
Trace 1/ 5
Trace 1/ 5
No Movement
No Movement
Manual Muscle Test on file/noted on pages 6 & 7
Manual Muscle Test not on file
Gross Range of Motion
Shoulder
Elbow
Wrist
Hand
Hip
Knee
Ankle
Goniometric Measurements on file/noted on page 6 & 7
Goniometric Measurements not on file
Patient has sufficient strength and range of motion to ambulate and participate in MRADLs.
Patient does not have sufficient strength and/or range of motion to ambulate and participate in MRADLs.
Patient has sufficient strength and range of motion to propel a manual W/C and participate in MRADLs.
Patient does not have sufficient strength and/or range of motion to propel a manual W/C and participate in MRADLs.
Patient has sufficient strength and range of motion to operate a POV and participate in MRADLs.
Patient does not have sufficient strength and/or range of motion to operate a POV and participate in MRADLs.
Comments
BALANCE
Static Sitting
Dynamic Sitting
Static Standing
Normal / WFL
Normal / WFL
Normal / WFL
Good / Min Asst
Good / Min Asst
Good / Min Asst
Fair / Mod Asst
Fair / Mod Asst
Fair / Mod Asst
Poor / Max Asst
Poor / Max Asst
Poor / Max Asst
Unable/Dependant
Unable/Dependant
Unable/Dependant
Patient has sufficient balance to ambulate and participate in MRADLs.
Patient does not have sufficient balance to ambulate and participate in MRADLs.
Dynamic Standing
Normal / WFL
Good / Min Asst
Fair / Mod Asst
Poor / Max Asst
Unable/Dependant
Patient has sufficient balance to propel a manual W/C to participate in MRADLs.
Patient does not have sufficient balance to propel a manual W/C to participate in MRADLs.
Patient has sufficient balance and endurance to operate a POV and participate in MRADLs.
Patient does not have sufficient balance and/or endurance to operate a POV and participate in MRADLs.
Comments
Page 3 of 13
Patient Name
VISUAL / PERCEPTUAL and SENSORY PROCESSING SKILLS
Comments
Right Eye Intact
Left Eye Intact
Right Eye Impaired
Left Eye Impaired
Perceptual
Perceptual Skills Intact
Perceptual Skills Impaired
Comments
Motor Planning
Intact
Impaired
N/A or NT
Comments
Handedness
Right
Left
N/A
Comments
Patient has sufficient vision, perception and motor planning to operate MAE and participate in MRADLs.
Patient does not have sufficient vision, perception and/or motor planning to safely operate MAE and participate in MRADLs.
Comments
Vision
SENSATION and SKIN INTEGRITY
Sensation
Intact
Impaired
Absent
Hyposensate
Hypersensate
Please describe
Pressure Relief
Able to perform effective pressure relief
Method
If not, Why?
Skin Issues / Skin Integrity
Current Skin Integrity
Intact
Red Area
Open Area
History of Skin Issues
Yes
Yes
No
No
Hx of Skin Surgery
Where
Where
When
When
Yes
No
Where
Size
Scar Tissue
At Risk -Prolonged Sitting
Limited Sitting Tolerance
Hours per Day
Yes
No
Braden Score, if administered
Complaint of Pain
0
1
2
3
4
5
6
7
8
9
10
VERBAL COMMUNICATION
WFL Receptive
WFL Expressive
Understandable
Difficult to Understand
Uses an Augmentative Communication Device Manufacturer/Model
AAC Mount Needed
Sign
Non-communicative
TRANSFERS and AMBULATION
Transfers
Independent
Min Assist
Mod Asst
Max Asst
Dependent
Sliding Board
Lift / Sling Required
Ambulation
Independent all Distances & Terrains
Indep. Short Distance (
ft.)
Indep. Smooth/Level Surfaces
Indep. with Device (
ft.)
Standby/Contact Asst
w/ device
w/o device
Min Physical Asst
w/ device
w/o device
Mod Physical Asst
w/ device
w/o device
Max Physical Asst
w/ device
w/o device
Unable to Ambulate
Comments

Timed Up and Go Test
sec. [60-69 y 8.1sec (7.1-9.0), 70-79 y 9.2 sec (8.2-10.2), 70-99 y 11.3 sec (10.0-12.7)]
EXPLAIN WHY PATIENT IS NON-AMBULATORY or NOT A FUNCTIONAL AMBULATOR
Page 4 of 13
Patient Name
WHEELCHAIR SKILLS (Shown by Trial)
Indep
Assist
Dependent
/Unable
N/A
Comments
Manual W/C Propulsion
Safe
UE or LE strength and endurance is sufficient to
Functional
Distance
Method
participate in MRADLs using a manual wheelchair
Left
UE or LE strength and/or endurance is not sufficient to Arm
Foot
Left
participate in MRADLs using a manual wheelchair
Safe
Functional
Distance
Operate Scooter
Right
Right
Both
Both
Strength, hand grip, balance, control & transfers are appropriate for scooter use.
Strength, hand grip, balance, control or transfers are not appropriate for scooter use.
Living environment is appropriate for scooter use.
Living environment is not appropriate for scooter use.
Operate PWC w/ Joystick & Standard
Programming
Operate PWC w/ Joystick & Advanced
Programming
Operate PWC w/ Alternative Control
Safe
Functional
Distance
Safe
Functional
Distance
Safe
Functional
Distance
COMMENTS
MAT EVALUATION
A
C
F
B
G H
I
D
J
L
K
E
M
N
O
Measurements in Sitting
A
B
C
D
E
F
G
+
+
Shoulder Width
Chest Width
Chest Depth (Front – Back)
Hip width
Between Knees
Top of Head
Occiput
Overall width (asymmetrical width for
windswept legs or scoliotic posture
Left
Right
H
I
J
K
L
M
N
O
Seat to Top of Shoulder
Acromium Process (Tip of Shoulder)
Inferior Angle of Scapula
Seat to Iliac Crest
Seat to Elbow
Upper leg length
Lower leg length
Foot Length
Page 5 of 13
Patient Name
POSTURE
COMMENTS
Anterior / Posterior
P
E
L
V
I
S


Posterior
Non Reducible

Partly Reducible
Reducible
TRUNK


Neutral
Obliquity
Anterior


Non Reducible

Partly Reducible
Reducible
Anterior / Posterior
 
WFL

 Thoracic
Kyphosis
Non Reducible

Partly Reducible
Reducible


WFL
R elev*
*viewed from behind
Other
Rotation-Pelvis
 
L elev*
WFL
Other
Left / Right

 Lumbar
Lordosis


Convex
Left
c-curve
s-curve
Non Reducible

Partly Reducible
Reducible
Other
Position
Left
Anterior
Non Reducible
Other
Partly Reducible
Reducible
Rotation-shoulders and
upper trunk


WFL


Right
Anterior
Convex
Right
multiple
Other
Neutral
Left-anterior
Right-anterior
Non Reducible
Partly Reducible
Reducible
Other
Windswept
Hip ROM Limitations
H
I
P
S
 
Neutral
  

ABduct
ADduct
Non Reducible Dislocated
Partly Reducible
Subluxed
Reducible
Knee Position
KNEES
&
FEET
Neutral

Right
Non Reducible

Partly Reducible
Reducible

Left
Other
Foot Position
WFL
L
R WFL
L
R
Limitations
L
R Limitations
L
R Dorsi-Flexed
L
R
Non Reducible
L
R Non Reducible
L
R Plantar Flexed
L
R
Partly Reducible
L
R Partly Reducible
L
R Inversion
L
R
Reducible
L
RReducible
L
REversion
L
R
DESCRIBE REFLEXES/TONAL INFLUENCE ON BODY
Page 6 of 13
Patient Name
POSTURE
COMMENTS
Functional
HEAD
&
NECK
Good Head control
Flexed
Extended
Adequate Head Contol
Rotated L
Rotated R
Limited Head Control
Lat Flexed L
Lat Flexed R
Absent Head Control
Describe Tone//Movement
of Head and Neck
Cervical Hyperextension
U
P
P
E
R
E
X
T
R
E
M
I
Describe Tone/Movement
of the Upper Extremities
SHOULDERS
Left
Right
Functional
Elevated
Depressed
Protracted
Functional
Elevated
Depressed
Protracted
Retracted
Retracted
Subluxed
Subluxed
Good UE movement/control
Functional UE mvmt./control
Limited UE movement/control
Absent UE movement/control
ELBOWS
Left
Right
T
Y
&
HAND
Fisting
Fisting
Goals for Wheelchair Mobility
Independence with mobility in the home with mobility related ADLs (MRADLs)
Independence with community mobility
Dependent mobility for safe transport
Other – describe
Goals for Seating System
Optimize pressure distribution
Provide support needed to facilitate function or safety
Provide corrective forces to assist with maintaining or improving posture
Accommodate client’s posture- Current seated postures and positions are not reducible or will not tolerate corrective forces
Client to be independent with relieving pressure in the wheelchair
Enhance physiological function such as breathing, swallowing, digestion and/or bowel/bladder elimination
Other – describe
EQUIPMENT TRIALS AND RESULTS
Page 7 of 13
Patient Name
MOBILITY BASE RECOMMENDATIONS and JUSTIFICATION
MOBILITY BASE
Manufacturer
Model
Color
Seat Width
Seat Depth

Length of need
Lightweight Manual Wheelchair
High-strength Lightweight MWC
Ultra-lightweight MWC
Axle position adjustment
vertical (dump)
horizontal
rotational (camber)
Heavy-duty Manual Wheelchair
Extra Heavy-duty MWC
Scooter/POV
Power Wheelchair
JUSTIFICATION
provide transport from point A to B
promote independent mobility
not a safe, functional ambulator
walker or cane inadequate
non-ambulatory
self propulsion
self propulsion
full-time daily use
improved UE access to wheels
efficient propulsion
Tilt Base or Tilt Feature Added
Forward
Rearward
Powered tilt on power chair
Powered tilt on manual chair
Manual tilt on manual base
Manual tilt on power base
Recline
Power recline on power base
Power recline on manual base
Manual recline on manual base
Manual recline on power base
Power Seat Elevator
Power Standing Feature


lifting
requires features not available
on a lightweight manual wheelchair 
increase chair stability
change angle for improved
postural stability

user weight
broken frame on previous chair
extreme tone/excess movement
has adequate trunk stability
can safely operate & is willing to
can safely transfer
non-ambulatory
non-functional ambulator
cannot functionally propel manual
wheelchair
non-ambulatory
non-functional ambulator
cannot functionally propel manual
wheelchair
cannot functionally and safely
operate scooter/POV
home environment does not
support the use of a POV
can safely operate & is willing to
can safely transfer
Stroller Base
width/depth necessary to
accommodate anatomical
measurement
infant/child
unable to propel manual
wheelchair
change position against
gravitational force on head and
shoulders
change position for pressure
redistribution/cannot weight shift
accommodate femur to back angle
bring to full recline for ADL care
change position for pressure
redistribution/cannot weight shift
increase Indep in transfers
increase Indep in ADLs
requires speed adjustment
requires torque adjustability
requires sensitivity adjustability
requires acceleration
adjustability
requires braking adjustability
requires expandable electronics
requires alternative drive control
required to negotiate an incline
of
required to negotiate a rise of
non-functional ambulator
non-functional UE

transfers
management of tone
rest periods
control edema
facilitate postural control 
rest periods
repositioning for transfers or
clothing/diaper/catheter
management
head positioning

Page 8 of 13
Patient Name
MOBILITY BASE COMPONENTS
Armrests
fixed adjustable height removable
swing away flip back
reclining
full length desk length tubular
Footrests/ Leg rests
60
70
80
90
heavy duty
fixed
lift off
swing away
elevating
articulating elevating
power elevating legrests
power articulating elevating legrests
Foot Platform
flip up
power elevating
power articulating elevating
Foot support
flip up
fixed/rigid
adjustable angle
R
L
multi-adjustable angle
R
L
Drive/propulsion wheel size
Wheel style
mag
spokes
Wheel rims/ hand rims
standard
plastic coated
other
projections
oblique
vertical
Drive/propulsion tires
pneumatic
semi-pneumatic
flat free inserts
solid
Caster housing
Caster size
Style
pneumatic
semi-pneumatic
flat free inserts
solid
Specific seat height
Front
Back
Shock absorbers
Spoke protector
Side guards
One armed drive attachment
R
Anti-tippers
Amputee adapter
Wheel locks
push
pull
scissor
Extension R
L
Transportation tie-down option
Push handles
extended
angle adjustable
standard
Angle adjustable back
Crutch/Cane holder
Cylinder holder
IV hanger
Vent tray
JUSTIFICATION
provide support with elbow at 90
provide support for w/c tray
change height/angle for ADLs
remove for transfers
allow to come closer to table top
remove for access to tables
provide LE support
accommodate knee ROM
elevate legs w/tilt and/or recline
provide change in position for legs
maintain feet on footplate
manage tone/spasticity
enable lateral transfers
decrease edema
physically unable to operate
manual elevating legrests
provide LE support
accommodate hip abduction
minimize turning radius
maintain feet on footplate
enable transfers
provide foot support
accommodate ankle ROM
allow foot to go under w/c base
elevate legs w/ tilt and/or recline
change in position for legs
decrease edema
increase access to wheel
allow seating system to fit on base
increase propulsion ability
maintenance free
transfers


increase self-propulsion with hand
weakness/decreased grasp
L
decrease maintenance
prevent frequent flats
increase shock absorbency
maneuverability
stability of wheelchair
increase shock absorbency
durability
maintenance
foot propulsion
transfers
postural stability
decrease vibration
decrease pain
protect hand/fingers from spokes
prevent skin tears/abrasions
enable propulsion of manual
wheelchair with one arm
prevent rearward displacement
increase rearward stability
indep in applying wheel locks
provide crash tested brackets
caregiver access
caregiver assist
postural control
control of tone/spasticity
accommodate range of motion
decrease pain
decrease spasms

decrease pain
decrease spasms
allow feet under wheelchair base
seat to floor height

accommodation of leg length






allows “hooking” to enable
increased ability to perform ADLs,
maintain balance or pressure relief
UE functional control
accommodate seating system


Page 9 of 13
Patient Name
MOBILITY BASE COMPONENTS
POWER WHEELCHAIR CONTROLS
Proportional
JUSTIFICATION

provides access for controlling
wheelchair
Type
Body Part(s)
Left
Right

Non-Proportional/switches
Type
Body Part(s)

Upgraded/Expandable Electronics 
lacks motor control to operate
proportional drive control
unable to understand proportional
controls
programming for accurate control
progressive disease/changing
condition
to operate power seat function(s)
through drive control
Display box
to see which mode and drive the
wheelchair is set
necessary for alternate controls
Digital Interface Electronics
to allow the w/c to operate when
using alternative drive controls
Head Array
to operate wheelchair through
switches placed in tri-panel headrest
Sip and puff w/ Tubing Kit
needed to operate sip and puff
drive controls
Upgraded Tracking Electronics
increase safety when driving
correct tracking when on uneven
surfaces
Safety Reset Switches
to change modes and stop the
wheelchair when driving in latch mode

Single or Multiple Actuator Control
Module
Mount for switches or joystick
Attendant controlled joystick
and mount
Battery
Charger
Push rim active assist
to operate the power seat
function(s) through the drive control
attaches switches to w/c
swing away for safe transfers
safety
long distance driving
operation of seat functions
power motors on wheelchair
charge battery for wheelchair
enable propulsion of manual
wheelchair on sloped terrain
Other

Other

midline for optimal placement
provides for consistent access
compliance with transportation
regulations



enable propulsion of manual
wheelchair for distance


Page 10 of 13
Patient Name
SEATING / POSITIONING COMPONENT RECOMMENDATIONS AND JUSTIFICATION
Mfg/model/size
COMPONENT
JUSTIFICATION
Seat cushion
impaired sensation
decubitus ulcers present
history of decubitus ulcers
increase pressure distribution
commercially available cushion cannot accommodate deformity
Seat cushionCustom Molded
Seat wedge
Cover replacement
Mounting hardware
lateral supports
headrest
medial thigh support
back
seat
Seat board
Seat platform
Back board
Back cushion
Back cushionCustom Molded
Lateral pelvic /
thigh support
Medial thigh
support
Foot support
Foot box
Shoe holder
Ankle strap /
heel loops
Lateral trunk
supports
Anterior chest
strap, vest, or
shoulder retractors
stabilize pelvis
prevent pelvic extension
accommodate obliquity/rotation
accommodate multiple deformity
neutralize LE

fixed
swing away
accommodate ROM
aggressive seat shape to decrease
sliding down in the seat
protect back or seat cushion
attach seat platform/cushion
attach back platform/cushion
mount postural support(s)
support cushion to prevent
hammocking of upholstery
swing-away for safe transfers
flip-down/away for safe transfers
multi-axis for accurate positioning
& removal for safe transfers
attach cushion/back to base
accommodate seat to floor height
provide posterior trunk support
provide lumbar/sacral support
provide posterior/lateral trunk
support trunk in midline
support
pressure relief over spinous
accommodate deformity
processes
accommodate or decrease tone
facilitate tone
commercially available back cannot accommodate deformity

R
R
L
L
pelvis in neutral
accommodate pelvis
position upper legs
decrease adduction
accommodate ROM
position foot
accommodate deformity
support foot on foot support
decrease extraneous movement
R
L
decrease lateral trunk leaning
accommodate asymmetry
contour for increased contact
decrease forward movement of
shoulder
accommodation of TLSO
decrease forward movement of trunk
accommodate tone
removable for transfers
remove for transfers
alignment
stability
decrease tone
control position
provide input to heel
protect foot
safety
control of tone
added abdominal support
alignment
assistance with shoulder control
decrease shoulder elevation
Page 11 of 13
Patient Name
COMPONENT
Mfg/model/size
JUSTIFICATION
Headrest
provide posterior head support
provide posterior neck support
provide lateral head support
provide anterior head support
support during tilt and recline
improve feeding
improve respiration
placement of switches
safety
accommodate ROM
accommodate tone
improve visual orientation
Neck support
decrease neck rotation
decrease forward neck flexion
Upper extremity
support
Arm trough
______Hand support
½ tray
Full tray
Swivel mount
Pelvic positioner
Single pull belt
Specialized belt
SubASIS bar /other
Essential needs
bag or pouch
R
L
decrease edema
decrease subluxation
control tone
provide work surface
placement for
AAC/Computer/EADL
stabilize tone
decrease falling out of chair
prevent excessive rotation
Holds
medicines
orthotics
special food
clothing changes
decrease gravitational pull on
shoulders
provide midline positioning
provide support for UE function
provide hand support in natural
position
pad for protection over boney
prominence
prominence comfort
special pull angle to control
rotation
diapers
catheter/hygiene
ostomy supplies
Other
Other
Follow up / Plan of Care
Page 12 of 13
Patient Name
Patient/Caregiver Signature
Date
Therapist Name Printed
Therapist’s Signature
Date
Supplier’s Name Printed
Supplier’s Signature
Date
I agree with the above findings and recommendations of the therapist and supplier
Physician’s Name Printed
Physician’s Signature
Date
This is to certify that I, the above signed therapist have the following affiliations
This DME Supplier
Manufacturer of Recommended Equipment
Patient’s Long Term Care Facility
None of the above
Page 13 of 13
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