Cover Page FA 01-2021
Prior Versions No Longer Valid
FUNCTIONAL
ASSESSMENT
Dear Applicant:
All prospective residents must be able to live
independently upon acceptance into the retirement
home. The Functional Assessment evaluates the
candidate’s Activities of Daily Living (ADL’s). The
attached assessment must be completed by a
LICENSED OCCUPATIONAL THERAPIST (OT) or a
PHYSICAL THERAPIST (PT) not a physician, nurse,
corpsman or other health care professional. If you have
questions regarding this assessment, please contact
the Public Affairs Office.
Thank you
AFRH
RETURN ASSESSMENT TO:
ARMED FORCES RETIREMENT HOME
PUBLIC AFFAIRS OFFICE #584
3700 NORTH CAPITOL ST, NW
Washington, DC 20011-8400
Fax Number: (202) 541-7519
Telephone: (800) 422-9988 opt. 1
If FAXING documents to AFRH, please make a black
& white copy before sending the fax so that it will
be legible when it arrives. Please call and let us
know to look for the documents to come through
as well Thank you for your help! We want to
prevent any delays in processing applications.
FA
Take this form to
OT / PT Therapist
Cover Page FA 01-2021
Prior Versions No Longer Valid
PRIVACY ACT STATEMENT
AUTHORITY: 10 U.S.C 136, Under Secretary of Personnel and Readiness; 24 U.S.C. 401, Armed Forces Retirement
Home; DoD Directive 5124.09 Assistant Secretary of Defense for Personnel and Readiness Force Management;
DoD Instruction 1000.28, Armed Forces Retirement Home (AFRH); and E.O. 9397 (SSN), as amended.
PURPOSE: To determine and verify eligibility for admission to the AFRH.
ROUTINE USE(S): In addition to those disclosures generally permitted under 5 U.S.C. 552a(b) of the Privacy Act
of 1974, as amended, the records contained herein may specifically be disclosed outside the DoD as a routine
use pursuant to 5 U.S.C. 552a(b)(3) as follows: To the Federal Reserve for processing the debt on the resident
account; To authorized contractors or vendors for the purpose of providing medical services to the residents of
the Armed Forces Retirement Home; To any Federal agency which provides medical services to residents of the
Armed Forces Retirement home; To the Inspector General of the Department of Defense or his/her designee,
for conducting inspections of AFRH records; To a Federal agency, or an organization or person contracting with
the AFRH for information needed in the performance of official duties related to reconciling or reconstructing
data files, compiling descriptive statistics, and/or making analytical or financial studies to support the function
for which the records were collected and maintained; Law Enforcement Routine Use; Congressional Inquiries
Disclosure Routine Use; Disclosure of Information to the National Archives and Records Administration Routine
Use; Disclosure to the Merit Systems Protection Board Routine Use; and Data Breach Remediation Purposes
Routine Use.
The applicable system of records notice is DPR 38 DoD, Armed Forces Retirement Home electronic Resident
Information System (eRIS) and is available at: (ADD LINK WHEN PUBLISHED).
DISCLOSURE: Voluntary; however, failure to provide the required information may result in the delay or denial
of admission.
ARMED FORCES RETIREMENT HOME
Functional Assessment
Form Completed by a Licensed Occupational or Physical Therapist
___________________
____
_________
First Name
MI
Birthdate
___________________
____
_________
City
State
Zip Code
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OT/PT please initial EACH page: Prior Versions No Longer Valid
FA
This assessment is required for all applicants seeking admission to the Armed Forces Retirement Home and must be completed and
signed ONLY by a licensed occupational or physical therapist: NOT by a doctor, nurse, or other healthcare practitioner, or the
resident candidate. Please answer the following questions based on your professional judgment, observation and functional tests
administered during the applicant’s visit and initial each page of the assessment. Answers are subject for verification for accuracy
purposes and all “Yes” answers need to be explained. “Yes” answers may or may not affect you application approval.
The following responses are to be completed by a LICENSED PHYSICAL THERAPIST or OCCUPATIONAL THERAPIST only. Provider please
give a full explanation of ANY positive response to the following:
1. Requires and/or receives assistance using the telephone? (Such as: dialing, receiving, calling 911)
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
2. Requires and/or receives assistance with transportation? (such as: planning, driving, bus, plane, taxi usage)
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
3. Requires and/or receives assistance on incline, decline, or curbs?
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
4. Requires and/or receives assistance shopping? (Such as: clothes, hygiene, grooming products)
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
5. Requires and/or receives assistance to recall current events, locations, dates, or names?
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
ARMED FORCES RETIREMENT HOME
Functional Assessment
Form Completed by a Licensed Occupational or Physical Therapist
___________________
____
_________
First Name
MI
Birthdate
___________________
____
_________
City
State
Zip Code
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FA
6. Requires and/or receives assistance with meals? (i.e. feeding, carrying tray, diet management)
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
7. Requires and/or receives assistance with maintaining/cleaning living quarters and personal laundry?
(Such as: sweeping/vacuuming, making bed, cleaning bathroom, washing garments)
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
8. Requires and/or receives assistance with personal hygiene? (Such as: bathing, grooming, dressing)
Please indicate specific needs such as a grab bar, bath stool, supervision, or otherwise.
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
9. Requires and/or receives therapy services? (to address weight, pain, cognition, ADL, wound care)
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
10. Requires and/or receives assistance of a mobility device? (Such as: wheelchair, person, cane, walker, etc.)
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
ARMED FORCES RETIREMENT HOME
Functional Assessment
Form Completed by a Licensed Occupational or Physical Therapist
___________________
____
_________
First Name
MI
Birthdate
___________________
____
_________
City
State
Zip Code
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FA
11. Requires and/or receives assistance with toileting? (i.e. transfer, removing/reapplying clothes) If so, describe
any specific requirements or equipment necessary (colostomy, ileostomy, catheter, raised toilet seat, grab bar,
bed pan, incontinent supplies, etc.)
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
12. Requires and/or receives assistance with transfers? (From chair, bed, bath, vehicle, etc.)
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
13. Requires and/or receives assistance for daily decision making? (Such as: cues, supervision) If so, describe
cognitive abilities and limitations.
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
14. Does the individual have difficulty walking distances over 50 feet (with or without resting periods)?
Please indicated the Furthest Distance walked during this session: (Select One)
Over 150 Feet
26-50 Feet
Less than 10 Feet
51-149 Feet
10-25 Feet
Unable to Walk
15. Was there any walking support used during this demonstration: (If so, select all that apply)
Cane / Walker / Crutches
Parallel Bars
Oxygen / Breathing Equipment
Prosthesis
Service Dog (physical/medical)
1-2 persons assisting
Leaning on something in area
Other: ____________________________________________________
16. Requires and/or uses mobility devices on a regular basis: (select all that apply)
Wheelchair (manual)
Raised Toilet Seat
Escort
Powered Wheelchair / Scooter
Shower chair / Bathing Stool
Grab Bars
Cane / Walker / Crutches
Powered Recliner / Lifting Chair
Other: ____________________
ARMED FORCES RETIREMENT HOME
Functional Assessment
Form Completed by a Licensed Occupational or Physical Therapist
___________________
____
_________
First Name
MI
Birthdate
___________________
____
_________
City
State
Zip Code
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FA
17. Requires assistance and/or experiences falls when transferring from mobility device to toilet, bed, bath, etc.?
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
18. Requires and/or currently lives in a situation where some assistance is provided (within past 6 months)? Select
the living situation/s which best describes the individual’s recent accommodations:
Independent Living Situations:
Living Situations with some assistance given:
Homeowner (House, Condo, etc.)
At Home, with some aid from Family or Caretaker
Renting or Leasing (Apartment, etc.)
Receiving Home Health Care in Home/Apartment
Independent Senior (over 50) Living Community
Assisted Living Facility
Independent Traveling, RV, or Nomadic Lifestyle
Nursing Home
Other: ___________________________________
Other: ___________________________________
19. Does this person currently with a family member or somebody else? If so, with whom (response is optional)?
Lives Alone Lives with Family or Spouse Lives with a roommate or friend
Name: __________________________________________________________________________________
Relationship: __________________________________________________________________________________
20. Who participated in this assessment?
Applicant
Family Member
Significant Other / Spouse
Caretaker
Friend
Other: _____________________
Your signature below indicates that you have assessed this individual and the answers to the questions are
accurate based on your professional judgement as a LICENSED OCCUPATIONAL OR PHYSICAL THERAPIST
Printed Contact information* (Stamp is acceptable)
Signature and License Number Required
Therapist Name:
Title:
Street Address
Signature
Date
City, ST ZIP
Occupational Therapist
Physical Therapist
Phone Number
Fax Number*
*REQUIRED INFORMATION
License Number
State
END