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COMPARISON OF ADL MOTOR AND ADL PROCESS SKILL PROFILES AMONG

GROUPS WITH BIPOLAR DISORDER DEPRESSED EPISODE, BIPOLAR


DISORDER MANIC EPISODE, AND SCHIZOPHRENIA

by

Karla Moore

Submitted in partial fulfilment of the requirements


for the degree of Master of Science

at

Dalhousie University
Halifax, Nova Scotia
March 2009

© Copyright by Karla Moore, 2009


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Appendices
Copyright Releases (if applicable)
TABLE OF CONTENTS

LIST OF TABLES vi

ABSTRACT vii

LIST OF ABBREVIATIONS USED viii

ACKNOWLEGEMENTS ix

CHAPTER I: INTRODUCTION 1

Prologue 1

Introduction 2

CHAPTER II: LITERATURE REVIEW 10

Overview of the Literature Review 10

ADL Performance Limitations Among Persons with Schizophrenia or 10

Bipolar Disorder

Performance Analysis 15

Assessment of Motor and Process Skills 18

Administration 20

Interpretation 23

Intervention Planning 24

Rasch Measurement Model 26

ADL Motor and ADL Process Skill Hierarchies 32

ADL Motor and ADL Process Skill Profiles 34


Purpose of the Study 38

IV
CHAPTER III: STUDY DESIGN AND RESEARCH METHODS 40

Research Design 40

Participants 41

Data Analysis 43

CHAPTER IV: RESULTS 46

Comparison of Diagnostic Groups 46

ADL Motor and ADL Process Ability Measures 47

Differential Item Function and Differential Test Function 48

CHAPTER V: DISCUSSION 51

ADL Motor and ADL Process Ability Measures 51

ADL Motor and ADL Process Skill Profiles 54

Clinical Implications 55

ADL Motor and ADL Process Ability Measures 55

ADL Motor and ADL Process Skill Profiles 58

Limitations of the Study 59

Future Research 63

CHAPTER VI: CONCLUSION 65

REFERENCES 66

v
LIST OF TABLES

Table 1 AMPS ADL Motor and ADL Process Skill Items and Difficulty

Calibrations 7

Table 2 Mean Age and ADL Ability by Diagnosis , 46

Table 3 Number of Participants in each Diagnostic Group by Functional Level


and Gender 47
Table 4 ADL Motor Skill Item Calibration Values (logits) for each Diagnostic
Group 49

Table 5 ADL Process skill Item Calibration Values (logits) for each Diagnostic
Group 50

VI
ABSTRACT

Background: Knowledge of ADL ability and skill profiles for some diagnostic
groups has lead to recommendations regarding interventions. Similar research has been
recommended for persons with mental illness. Purpose: Determine if there are significant
differences in ADL ability and skill profiles between groups with bipolar disorder
depressed or manic episode, and schizophrenia. Methods: Mean ADL ability and skill
item calibrations of each group were compared. Findings: No clinically significant
differences were found in mean ADL ability among the groups. Attends was more
difficult for the group with bipolar disorder manic episode as compared to the group with
bipolar disorder depressed episode. This difference in skill challenge did not disrupt the
measurement model. Implications: The AMPS is a valid evaluation for the three
diagnostic groups. Interventions are recommended to address limitations in Attends.
There is little evidence to support valid predictions of skill strengths and weaknesses
based on psychiatric diagnosis.

vii
LIST OF ABBREVIATIONS USED

ADL Activities of daily living


DIF Differential item function
DTF Differential test function
IADL Instrumental activity of daily living
PADL Personal activities of daily living

viu
ACKNOWLEGEMENTS

I have learned that a Master's thesis is not solely the work of one graduate student, but is

shaped and supported by many others. I would like to acknowledge a number of people in

particular for their contributions and support. First, thank you to my mentors Brenda

Merritt (thesis supervisor) and Susan Doble (committee member) for their wisdom and

guidance during the process. A special thank you to Brenda Merritt for her patience,

teachings, and numerous edits and to Susan Doble for her emotional support. Thank you

to Crystal Grass for being my external reviewer and bringing new insights into my thesis.

Next I must thank Ann Fisher for allowing me access to the AMPS Project International

database, Brett Berg for the data collection, and my OT and social worker friends in the

Mental Health Division for their support. Last, but certainly not least, thank you to my

husband, Scott (my personal IT Help desk), and my young daughter, Sarah, for their

support and understanding of the time that I needed to be away from our family.

IX
CHAPTER I: INTRODUCTION

Prologue

One day I was completing an Assessment of Motor and Process Skills (AMPS)

with a client with schizophrenia and I observed that his pace of performance was slow.

Since I had often observed that Paces was an activity of daily living (ADL) process skill

weakness for clients with schizophrenia, I wondered if Paces is an ADL process skill that

is typically for difficult for people with schizophrenia. I explored this query in the

literature and I discovered that unique ADL motor and ADL process skill profiles

(patterns of ADL motor and ADL process skills strengths and weaknesses for a specific

group) have been explored for persons with stroke, intellectual disability, and

Alzheimer's disease (Bernspang & Fisher, 1995a; Cooke, Fisher, Mayberry, & Oakley,

2000; Kottorp, Bernspang, & Fisher, 2003a; Oakley, Duran, Fisher, & Merritt, 2003;

Rexroth, Fisher, Merritt, & Gliner, 2005). Researchers explored unique group ADL

motor and ADL process skill profiles by comparing a diagnostic group to a well group

and/or comparing a diagnostic group to another diagnostic group and subsequently used

their knowledge of the existence or lack of existence of unique ADL motor and ADL

process skill profiles to make recommendations of intervention strategies to improve

persons' quality of ADL performance (Bernspang & Fisher, 1995a; Cooke et al., 2000;

Kottorp et al., 2003a; Oakley et al, 2003; Rexroth et al., 2005). Additionally, I noted that

Girard, Fisher, Short, and Duran (1999) recommended comparing skill profiles among

psychiatric groups, but to date, such research has yet to be completed.

1
As I set out to define my research question, I learned that there were not enough

well people in the AMPS Project International database to enable a comparison of a

diagnostic group to a well group (A Fisher, personal communication, February 20, 2008).

In light of this information, I considered the request of occupational therapists who have

asked the AMPS International Project if there are differences in ADL motor and ADL

process skill profiles between persons with schizophrenia and bipolar disorder manic

episode. Therefore, I decided to compare ADL motor and ADL process skill profiles

among various psychiatric groups to find out if there are specific ADL motor and ADL

process skills that are significantly difficult or easy for a group, knowledge of which may

lead to recommendations regarding intervention strategies to improve the quality of

persons' ADL performance.

Introduction

Bipolar disorder and schizophrenia are two of the ten leading causes of disability

worldwide (World Health Organization [WHO], 2002). Disability is evidenced by

decreased skilled performance in (a) instrumental ADL (IADL) tasks (e.g., cooking,

home maintenance) and/or personal ADL (PADL) tasks (e.g., grooming, dressing), (b)

work tasks, (c) leisure activities, and/or (d) social activities (Calabrese et al., 2003;

Honkonen, 1995; Simon, Bauer, Ludman, Operskalski, & Uniitzer, 2007; Thornicroft et

al., 2004). In many cases, adults with schizophrenia demonstrate limitations in their

quality of performance (Fossey, Harvey, Plant, & Pantelis, 2006; Girard et al., 1999;

Hamera & Kolenbrander, 2000; Honkonen, 1995). More specifically, they may

demonstrate difficulty performing the ADL process skills Searches/Locates, Sequences,

2
and Continues (Rempfer, Hamera, Brown, & Cromwell, 2003; Semkovska, Bedard,

Godbout, Limoge, & Stip, 2004). Initial steps have also been taken to document the ADL

performance limitations of persons with bipolar disorder with depressed or manic episode

(Dion, Tohen, Anthony, & Waternaux, 1998; Levine, Chenpgappa, Brar, Gershon, &

Kupfer, 2001; Pope, Dudley, & Scott, 2007; Simon et al., 2007), although the focus has

not been at the level of specific actions of ADL performance. Thus, while there is

evidence that some persons with bipolar disorder depressed or manic episode, or

schizophrenia demonstrate limitations in their quality of ADL performance, little is

known about the specific actions of ADL performance that they perform well, those

actions that they have difficulty performing, and whether there are diagnostic-specific

patterns of skill strengths and weaknesses among the three groups.

One way to assess persons' overall ADL ability and their quality of ADL

performance is to use the AMPS (Fisher, 2006a). The AMPS is a standardized

performance analysis. A performance analysis refers to an evaluation of persons'

occupational performance by direct observation of their performance of culturally

relevant, familiar, and appropriately challenging tasks within natural environments

(Fisher, 2006a). Quality of ADL performance refers to the "effort, efficiency, safety, and

independence of goal-directed actions that the person enacts" when performing ADL

tasks (Fisher, 2006a, p.4). These goal-directed actions are referred to as ADL motor and

ADL process skills (Fisher, 2006a). ADL motor skills are "observable, goal-directed

actions that a person enacts during the performance of ADL tasks in order to move

oneself or the task object" (Fisher, 2006a, p. 4). For example, when making a pot of

coffee, a person reaches for, grips and lifts the coffee pot. ADL process skills are

3'
"observable actions of performance the person enacts to logically sequence the actions of

the ADL task performance over time, select and use appropriate tools and materials, and

adapt his or her performance when problems are encountered" (Fisher, 2006a, p. 4). For

example, when making a pot of coffee, a person chooses the coffee pot and gathers the

coffee pot to the workspace.

Within the AMPS, 16 ADL motor skills and 20 ADL process skills, the smallest

units of occupational performance that can be observed, are rated (Fisher, 2006a). All of

the ADL motor and ADL process skills are universal goal-directed actions that are

enacted in every PADL and I ADL task performance. In other words, when performing

any PADL or I ADL task, a person will perform each of the 16 ADL motor and 20 ADL

process skills to complete the task.

There is ample evidence that performance analyses, such as the AMPS, are more

valid means of predicting ADL ability than predictions based on underlying

capacities/body functions (Bouwens et al., 2007; Doble, Fisk, Lewis, & Rockwood, 1997;

Evans et al., 2003; Harvey et al, 1998; Kizony & Katz, 2002; Mathiowetz, 1993; Mori &

Sugimura, 2007; Rice, Leonard, & Carter, 1998; Robinson & Fisher, 1996; Nygard,

Amberla, Bernspang, Almkvist, & Winblad, 1998; Velligan et al., 1997, 2000). For

example, even though cognitive impairments are considered a core feature of

schizophrenia (Bowie & Harvey, 2005; Fioravanti, Carlone, Vitale, Cinti, & Clare, 2005;

Sharma & Amtonova, 2003), and possibly bipolar disorder (Green, 2006), cognitive body

function only accounts for small to moderate variation in occupational performance for

persons with schizophrenia (i.e., from between 16% to 62%) (Evans et al., 2003; Harvey

et al., 1998; Velligan et al, 1997, 2000). Other factors, such as chronic

4
institutionalization and side-effects of typical antipsychotic medications, also exert an

influence on occupational performance (Harvey et al., 1998). Due to the small to

moderate associations that body functions have with everyday abilities, it has been

argued that direct observation of ADL performance is the most valid and accurate means

of determining a person's ability to perform desired/necessary daily life tasks (Bouwens

et al., 2007; Robinson & Fisher, 1996; Doble et al, 1997; Kizony & Katz, 2002; Mori &

Sugimura, 2007; Nygard et al., 1998). While occupational therapists may also administer ,

tests of body function assessments, it has been suggested that they only be used when

there is a need to further explain the cause of functional limitations (Fisher, 2006a).

There is also evidence that performance analyses, such as the AMPS, are more

valid means of predicting ADL ability than predictions based on self or proxy reports

(Doble et al., 1997; Doble, Fisk, MacPherson, & Rockwood, 1999; Law, 1993; Zanetti,

Geroldi, Frisoni, & Trabucchi, 1999). Underestimations and overestimations of persons'

occupational performance can reflect (a) clients' lack of insight and/or cognitive

impairment, (b) the lack of knowledge that family members have with regard to clients'

functioning, and (c) caregiver burden (Dickerson, 1997; Doble et al., 1997, 1999; Law,

Baum, & Dunn, 2005; Zanetti et al., 1999). Again, researchers recommend that

occupational performance be assessed using direct observation of performance, rather

than relying solely on self reports and/or proxy reports (Doble et al., 1997, 1999; Law,

1993; Zanetti e t a l , 1999).

An additional advantage of using the AMPS to conduct performance analyses is

that the AMPS generates equal-interval, linear measures of the quality of a person's ADL

performance. The AMPS was developed and standardized using modern test theory,

5
Rasch measurement model, which converts raw scores into linear measures of ability

(Fisher, 2006a). The specific Rasch model used within the AMPS is the many-faceted

Rasch model, which takes into account differences in item difficulty, task challenge, and

rater severity when generating equal-interval linear measures of ADL motor and ADL

process ability measures (Fisher, 2006a). Linear measures of performance are necessary

to make valid comparisons of persons' ability over time and among different people

(Fisher, 2006a).

Based on research using Rasch analysis, we know that the 16 ADL motor and 20

ADL process skills vary in difficulty, such that some skills are easier to perform than

other skills (Fisher, 2006a). The AMPS ADL motor and ADL process skills have been

hierarchically ordered from easier to perform to harder to perform (Table 1) (Fisher,

2006a). One premise behind the Rasch measurement model is that the hierarchical

ordering of the skill items must remain stable regardless of the characteristics of the

persons being tested (Fisher, 2006a). A stable hierarchy of the skill items means that the

skill items remain in the same relative hierarchical order, regardless of the group being

evaluated. Research has shown that the ADL motor and ADL process skill item

hierarchies are stable for persons with stroke (Bernspang & Fisher, 1995b; Rexroth et al.,

2005), persons with intellectual disabilities (Kottorp et al, 2003a), men and women

(Duran & Fisher, 1996; Merritt & Fisher, 2003), and various cultural groups (Fisher, Liu,

Velozo, & Pan, 1992; Goldman & Fisher, 1997; Magalhaes, Fisher, Bernspang, &

Lincare, 1996; Stauffer, Fisher, & Duran, 2000). There is, however, no research to date to

determine if the ADL motor and ADL process skill items hierarchies are stable for

6
persons with bipolar disorder depressed episode, bipolar disorder manic episode, and

schizophrenia.

Table 1

AMPS ADL Motor and ADL Process Skill Items and Difficulty Calibrations

ADL Motor Skills ADL Process Skills

Difficulty Difficulty
Items Calibrations Items Calibrations
(in logits) (in logits)
Lifts 0.6 Uses 1.2
Easier
Endures 0.5 Attends 0.4
Moves 0.5 Chooses 0.4
Reaches 0.3 Searches/Locates 0.4
Transports 0.2 Sequences 0.3
Coordinates 0.2 Handles 0.3
Aligns 0.1 Gathers 0.2
Manipulates 0.0 Inquires 0.1
Grips -0.1 Terminates 0.1
Bends -0.1 Heeds 0.1
Flows -0.1 Continues 0.0
Stabilizes -0.2 Navigates 0.0
Calibrates -0.4 Organizes 0.0
Walks -0.4 Initiates -0.2
Paces -0.4 Restores -0.3
Positions -0.6 Adjusts -0.3
Paces -0.4
Notices/Responds -0.4
Benefits -0.7
Harder
Accommodates -1.0

7
The stability of the ADL motor and ADL process skill item hierarchies are

determined by examining ADL motor and ADL process skill item calibrations for

differential item function (DIF). Differential item function refers to test items (e.g., ADL

motor and ADL process skills) that are significantly more difficult or easier for a specific

group, such that the hierarchical ordering of items is not the same for the two groups

(Tennant & Pallant, 2007). The absence of DIF provides one piece of evidence that the

assessment tool can be used without bias (e.g., gender bias, cultural bias). However, if

DIF does exist, one must examine the data to identify the presence or absence of

differential test function (DTF). If DTF is present, the test may be biased, and caution

must be used when generating and interpreting the estimated linear measures for the

particular group for whom the test is biased. If, however, the presence of DIF does not

disrupt the estimation of the linear measures, then the evaluation tool is considered valid

and can be used without the threat of bias (Wright & Stone, 1979).

In addition to determining if the ADL motor and ADL process skill item

hierarchies are stable and if the tool is valid for use with specific groups, examining

groups for the presence of DIF can provide valuable information that can be used to

guide clinical practice. For example, identification of differences in ADL skill item

profiles for different diagnostic groups has been used to recommend intervention

strategies that build on persons' ADL performance strengths while overcoming their

performance weaknesses (Bernspang & Fisher, 1995a; Cooke et al, 2000; Kottorp et al.,

2003a; Oakley et al., 2003; Rexroth et al., 2005).

8
To date, research has not been completed to examine ADL motor and ADL

process skill profiles of people with various psychiatric diagnoses, even though such

research has been recommended (Girard et al., 1999). Therefore, this study was designed

to examine the ADL skill profiles of those with bipolar disorder depressed episode,

bipolar disorder manic episode, and schizophrenia in order to gain knowledge about their

ADL performance and to use this knowledge to make recommendations regarding

interventions to improve quality of their ADL performance. More specifically, the

purpose of this research project was to compare ADL motor and ADL process skill

profiles of these three psychiatric diagnostic groups to determine if there were clinically

significant differences in the ADL motor and ADL process skill profiles between persons

with bipolar disorder depressed episode, bipolar disorder manic episode, or

schizophrenia. It was hypothesized that:

a. the bipolar disorder depressed and manic episode groups would not differ

clinically significantly in mean ADL motor and ADL process ability

measures;

b. the group with schizophrenia would demonstrate clinically significant lower

mean ADL motor and mean ADL process ability measures than the bipolar-

depressed episode and manic groups; and

c. clinically significant differences would be found in some ADL motor and

ADL process skill item calibrations among the three diagnostic groups.

9
CHAPTER II: LITERATURE REVIEW

Overview of the Literature Review

Within this literature review, the ADL performance limitations among people

with bipolar disorder depressed episode, bipolar disorder manic episode, or schizophrenia

will be discussed and the gaps of knowledge related to this area in the literature will be

highlighted. Next, it will be explained that performance analyses have been

recommended by many researchers as a better way of predicting occupational

performance than self or proxy reports or tests of body function. Following this

discussion of performance analyses, the AMPS will be described in detail, as well as

Rasch measurement, which was used to develop the AMPS. It will be explained that

based on research using Rasch analysis, it is known that the ADL motor and ADL

process skills within the AMPS vary in difficulty, and thus have been hierarchically

ordered. According to Rasch measurement, the hierarchical ordering of the skill items

must remain stable, regardless of the characteristics of the persons being tested, for the

evaluation to be valid (Fisher, 2006a). Lastly, the research that has explored the stability

of the ADL motor and ADL process skill item hierarchies between different diagnostic

groups and the resulting recommendations that emerged with regard to intervention

strategies will be highlighted.

ADL Performance Limitations among Persons with Schizophrenia or Bipolar Disorder

It has been widely documented that some adults with schizophrenia have

limitations performing ADL tasks that are needed for independent community living

10
(Fossey et al., 2006; Girard et al, 1999; Hamera & Kolenbrander, 2000; Honkonen,

1995). For example, Girard et al. (1999) found that the mean ADL motor and ADL

process ability measures for a group with schizophrenia (n = 43), including some

participants with typical secondary diagnosis (i.e., anxiety or depression), were below the

cut-off measures of 2.0 logits on the ADL motor and 1.0 logit on the ADL process ability

scales. Such findings indicate that, in general, the group demonstrated limitations in the

quality of their ADL performance. Quality of ADL performance refers to persons'

performance "measured in terms of effort, efficiency, safety, and independence of goal-

directed actions that the person enacts" when performing ADL tasks (Fisher, 2006a). In

fact, on the basis of the sample's ADL process ability measures, 72% of the participants

in the study likely needed support to live in the community (i.e., their ADL process

ability measures were lower than the ADL process cutoff measure of 1.0 logit) (Girard et

al., 1999).

Likewise, Fossey et al. (2006) found that the ADL motor and/or ADL process

ability measures of 58% of their participants with schizophrenia (n = 43) were below the

cutoff measures of 2.0 and 1.0 logit respectively, indicating limitations in their quality of

ADL performance (i.e., decreased efficiency, decreased safety, and/or decreased

independence when performing ADL tasks). Additionally, most (86%) of the

participants' ADL process ability measures were below or within the risk zone (i.e., 1.0

to 1.3 logits), indicating that they may need assistance to live in the community (Fossey

et al., 2006). When 107 persons with schizophrenia were evaluated three years following

discharge from a psychiatric hospital, their self-report and proxy reports revealed that

approximately 20% of the participants experienced problems with PADL and

11
approximately 35% experienced problems with IADL tasks (i.e., managing money,

shopping, preparing meals, household chores, and using public transportation)

(Honkonen, 1995). Clearly, not only do persons with schizophrenia exhibit decreased

quality of ADL performance, such limitations adversely affected their ability to live

independently in the community.

An assortment of methods have been utilized to develop a greater understanding

of why persons with schizophrenia experience difficulties performing ADL tasks (e.g.,

Hamera & Kolenbrander, 2000; Rempfer et al., 2003; Semkovska et al., 2004). For

example, two studies were specifically designed to identify difficulties experienced when

grocery shopping. Hamera and Kolenbrander (2000) interviewed 50 persons with

schizophrenia or schizoaffective disorder about their grocery shopping habits. Ninety

percent reported barriers to grocery shopping; both men and women reported finding

items was a main barrier to grocery shopping, but women also reported that deciding

which brand, flavor, and size to buy was a major barrier. Rempfer and colleagues (2003)

used the Test of Grocery Shopping Skills (TGSS) (Hamera & Brown, 2000) to

investigate the shopping skills of persons with schizophrenia or schizoaffective disorder

(n = 73) who had some previous experience with grocery shopping. The TGSS is a

performance-based evaluation completed in a real grocery store. They found that

compared to a well group, those with schizophrenia or schizoaffective disorder were

significantly more inefficient when searching and locating grocery items (i.e., made more

trips down unnecessary aisles, and did not select the correct item of the correct size at the

lowest price).

12
Within the context of a shopping and cooking task, Semkovska et al. (2004)

compared the ADL performance of a group with schizophrenia (n = 27) with a control

group (n = 27). The ADL assessment required participants to: (a) choose a three course

menu from among a choice of 12 recipes that would cost no more than the amount of

money they were given, and that they could prepare within one hour, (b) shop at a local

grocery store for eight missing food items, and (c) prepare the meal in the kitchenette in

the hospital. Participants were familiar with the ADL tasks prior to participating in the

study and were shown where to find the cooking tools in the kitchenette. Participants

were scored on their ADL performance based on predetermined optimal sequences of

actions. In comparison to the control group, the group with schizophrenia demonstrated

more omissions when choosing a menu (e.g., not exploring available ingredients before

writing the shopping list); more sequencing errors (e.g., arrived at the cash register and

then returned to get a missing item) and more repetition errors (e.g., explored the same

grocery aisle more than once) when grocery shopping; and more planning, sequencing

(e.g., not cooking first, the food that takes the longest time to cook), repetition (adding

twice the amount of oil into the brownie mix), and omission errors (e.g., not putting an

egg into brownie mix) when preparing the meal. Additionally, the researchers observed

that the participants with schizophrenia were inefficient when preparing the meal ~ they

started to prepare another dish before the previous dish was completely prepared.

Together, these three studies provide evidence that some persons with

schizophrenia demonstrate limitations in their quality of ADL performance. Although not

identified as such, the skill items that the participants in these studies (Hamera &

Kolenbrander, 2000; Rempfer et al., 2003; Semkovska et al., 2004) appeared to

13
experience the most difficulty performing included searching/locating task objects,

sequencing steps of the task, and continuing actions without interruption.

There is also evidence that persons with bipolar disorder manic or depressed

episode may experience limitations performing ADL tasks (Dion et al, 1998; Levine et

al, 2001; Pope et al, 2007; Simon et al, 2007). For example, Dion et al. (1998) followed

44 persons with bipolar disorder manic or mixed episode or atypical bipolar disorder. Six

months after hospitalization, 34% of participants were unable to live independently in the

community even though 78% to 97%) of participants were considered to be asymptomatic

or experiencing only mild symptoms when evaluated using the Brief Psychiatric Rating

Scale (Overall & Gorham, 1962), the Mania Rating Scale (Young, Biggs, Zeigler, &

Meyer, 1978), and the Hamilton Depression Scale (Hamilton, 1960). Similarly, Levine et

al. (2001) found that 62% of 158 participants with bipolar 1 disorder (i.e., those

experiencing one or more manic or mixed episodes) (American Psychiatric Association

[APA], 1994) reported that they were unable to live independently. More specifically,

they reported needing constant support and assistance to perform ADL tasks such as

preparing meals, doing household chores, and paying bills for extended periods of time

(Levine etal., 2001).

In the research of Pope et al. (2007), 68 persons with bipolar I disorder and nine

participants with bipolar II disorder (i.e., they experienced one or more major depressive

episodes and at least one hypomanic episode) (APA, 1994) completed the self-report

Social Adjustment Scale (SAS) (Weissman & Bothwell, 1976). The group mean on the

S AS indicated that the participants experienced a moderate functional impairment in the

area of housework. In another study, Simon et al. (2007) explored symptoms and

14
disability with 441 participants with bipolar disorder, which included 154 (35%)

participants with depressed episode and 68 (15%) participants with manic or hypomanic

episode. Participants with bipolar disorder who were experiencing a depressive episode

reported that their illness was the reason why they were completely unable to manage

household responsibilities for an average of 20 days out of the last three months.

Similarly, participants with bipolar disorder who were experiencing a manic or

hypomanic episode reported that their illness was the reason why they were completely

unable to manage household responsibilities due to their illness for an average of 17 days

out of the last three months (Simon et al., 2007). While these studies (Dion et al., 1998;

Fossey et al., 2006; Girard et al, 1999; Hamera & Kolenbrander, 2000; Honkonen, 1995;

Levine et al., 2001; Pope et al., 2007; Simon et al., 2007) highlight that some persons

with bipolar disorder depressed episode, bipolar disorder manic episode, and

schizophrenia demonstrate limitations in their quality of ADL performance, little is

known about their specific actions of ADL performance that they perform well and those

actions that they have difficulty performing.

Performance Analysis

Many researchers recommend that the most effective way to evaluate persons'

occupational performance, including ADL performance, is to observe their performance

directly rather make predictions on the basis of self-reports and/or proxy reports (Doble

et al., 1997, 1999; Law, 1993; Zanetti et al., 1999) or underlying capacities/body

functions (Bouwens et al, 2007; Doble et al, 1997; Fisher, 2006a; Kizony & Katz, 2002;

Mathiowetz, 1993; Mori & Sugimura, 2007; Rice et al. 1998; Robinson & Fisher, 1996;

15
Nygard et al., 1998). Self reports or proxy reports can underestimate or overestimate

occupational performance for several possible reasons (Doble et al., 1999; Dickerson,

1997; Law et al, 2005; Levine et al, 2001; Zanetti et al, 1999). For example,

participants may overestimate their abilities due to lack of insight and/or cognitive

impairments (Dickerson, 1997; Doble et al., 1997). Proxies (e.g., care-giver, family

member) may overestimate or underestimate persons' abilities if they have had few

opportunities to observe persons perform everyday occupations (Dickerson, 1997; Doble

et al., 1999). Additionally, proxies who are experiencing caregiver burden may

underestimate persons' abilities (Zanetti et al., 1999).

There is ample evidence that making predictions of persons' performance on the

basis of body function can be inaccurate. Only small to moderate correlations exist

between tests of body function and occupational performance (Bouwens et al., 2007;

Doble et al., 1997; Evans et al, 2003; Harvey et al., 1998; Kizony & Katz, 2002; Mori &

Sugimura, 2007; Rice et al., 1998; Robinson & Fisher, 1996; Nygard et al., 1998;

Velligan et al., 1997,2000). Even though cognitive impairments are considered a core

feature of schizophrenia (Bowie & Harvey, 2005; Fioravanti et al., 2005; Sharma &

Amtonova, 2003) and maybe bipolar disorder (Green, 2006), predictions of occupational

performance on the basis of persons' cognitive body functions can be unreliable (Greive

& Gnanaskearan, 2008). In fact, cognitive body function accounts for only a small to

moderate variation in occupational performance for persons with schizophrenia (i.e., 16%

to 62%) (Evans et al., 2003; Harvey et al., 1998; Velligan et al., 1997, 2000). While

moderate correlations indicate that the variables are related, larger positive correlations

would be expected if the ADL motor and ADL process ability measures were directly

16
related to physical or cognitive body functions (Fisher, 2006a). Factors other than

cognitive function can also influence persons' occupational performance (e.g., chronic

institutionalization and side-effects of typical antipsychotic medications) (Harvey et al.,

1998).

Additionally, in a study of persons with brain injury, Linden, Boschian, Eker,

Schalen, and Nordstrom (2005) found that while participants' cognitive body functions

improved post discharge, participants' ADL process abilities actually declined. If a direct

relationship existed between ADL process ability and cognitive body functions, we

would have expected a simultaneous improvement or reduction in persons' ADL process

ability and cognitive body functions. Based studies of the relation between cognitive

body function and ADL performance, the sole use of tests of body functions to predict

occupational performance is not supported by the literature. Instead, researchers

recommend assessing ADL performance using direct observation and if necessary,

assessing cognitive body function separately (Bouwens et al., 2007; Robinson & Fisher,

1996; Doble et al., 1997; Kizony & Katz, 2002; Mori & Sugimura, 2007; Nygard et al.,

1998).

The relations between physical body function and occupational performance has

also been examined, although to a lesser degree than the relation between cognitive body

function and occupational performance (Rice et al., 1997; Robinson & Fisher, 1996). For

example, Robinson and Fisher (1996) found only moderate correlations (r = 0.62)

between ADL motor ability and tests of physical body functions for persons with

dementia (n = 48) or mild memory impairment (n = 3). Despite commonly held

17
assumptions that a person needs to demonstrate 20 lbs. of grip strength for his or her hand

to be considered functional, Rice et al. (1997) found only weak correlations

(r = -0.179) between grip and pinch strength and the forces needed to open eight typical

household containers by well college students (n = 49). Additionally, Rice et al. (1997)

found that although men demonstrated greater grip and pinch strength than women, there

was no significant gender difference in the forces needed to open the containers.

Although functional hand use involves more than opening containers, the study revealed

that grip and pinch dynamometry did not have a strong relation with the functional task

of opening containers. Thus, the researchers recommended using functional occupations

(e.g., opening containers relevant to the client) to evaluate client's occupational

performance.

Together, the findings of these diverse studies highlight the need to observe

persons' performances to make accurate predications of their occupational performance.

The AMPS is one such performance-based ADL assessment. To date, however, the

AMPS has not been formally validated for persons with bipolar disorder depressed

episode, bipolar disorder manic episode, or schizophrenia. Before discussing further the

need to validate the AMPS, we need to take some time to more fully describe the AMPS.

Assessment of Motor and Process Skills

The AMPS is a standardized performance-based assessment of the quality of

persons' performance of PADL and IADL (Fisher, 2006a). The AMPS is used to evaluate

the quality of persons' ADL performance in terms of the effort, efficiency, safety and

independence demonstrated during the performance of the 16 ADL motor and 20 ADL

18
process skills within the context of relevant ADL tasks (Fisher, 2006a). ADL motor skills

are defined as "the observable, goal-directed actions that a person enacts during the

performance of ADL tasks in order to move oneself or the task object" (Fisher, 2006a, p.

4). For example, when sweeping the floor or putting on socks, persons reach for, grip and

lift the broom or socks (Fisher, 2006a). ADL process skills are defined as "the observable

actions of performance the person enacts to logically sequence the actions of the ADL

task performance over time, select and use appropriate tools and materials, and adapt his

or her performance when problems are encountered" (Fisher, 2006a, p. 4). For example,

when sweeping the floor or putting on socks, persons chooses the broom or socks,

gathers the broom or socks to the workspace and uses the broom or socks for their

intended purposes (Fisher, 2006a). ADL motor and ADL process skills are the smallest

units of performance, which when stung together over time, formulate the overall

performance of an ADL task and are enacted in nearly every all ADL task performances

(Fisher, 2006a). Although related (r = 0.50), ADL motor and ADL process abilities are

separate but related constructs (Fisher, 2006a).

When administering the AMPS, an occupational therapist does not asses the

person's body functions. Thus, the ADL motor ability scale does not generate a measure

of physical body function (e.g., strength, range of motion, movement, and postural

control) (Dickerson & Fisher, 1997; Fisher, 2006a) but a measure of the quality of the

person's motor actions of performance as they unfold over time. Likewise, the ADL

process ability scale does not generate a measure of cognitive body function (e.g.,

memory, problem solving, abstract reasoning) (Dickerson & Fisher, 1997; Fisher, 2006a)

but a measure of the quality of the person's process actions of performance as they unfold

19
over time. Even if a person demonstrated diminished postural control on tests of physical

body functions and diminished memory ability on tests of cognitive body functions, the

person's ADL ability (occupational performance) may not be adversely affected.

The AMPS is not a measure of persons' global level of ADL ability (Fisher,

2006a). Global ADL assessments such as the Functional Independence Measure (FIM)

(McNally, 1996) and the Barthel Index (Mahoney & Barthel, 1965) are used to determine

if a person is independent in ADL performance and if not, how much assistance is needed

(Fisher, 2006a). Although small to moderate correlations between persons' ADL motor

and ADL process ability measures and global measures of ADL ability have been found

(Bouwens et al, 2007; Doble, Fisk, Fisher, Ritvo, & Murray, 1994; Liu et al., 2007;

McNulty & Fisher, 1999; Robinson & Fisher, 1996), the AMPS generates valuable

information related to why persons have limitations in ADL performance (Fisher, 2006a)

— information that is essential for developing effective intervention strategies to improve

clients' ADL performance (Fisher, 2006a).

Administration

An AMPS evaluation consists of several steps, beginning with the AMPS

interview (Fisher, 2006a). During the AMPS interview, a client identifies those tasks that

are relevant to his/her daily life. Using this information, the occupational therapist

narrows the list of potential task options to approximately five ADL tasks that are

culturally relevant and familiar, and will present sufficient challenge to the client. From

this shortened list, the client chooses two or three ADL tasks to perform for the AMPS

observation and decides the order in which the tasks will be performed. Prior to initiating

20
each task observation, steps are taken to ensure that the client is completely familiarized

with the environment.

After observing the client perform the chosen ADL tasks, his/her task

performance is scored according to the standardized procedures in the AMPS User's

Manual (Fisher, 2006b). The client's performance on each ADL motor and ADL process

skill is rated on a 4-point ordinal scale. A score of "4" means the client's observed

performance on that ADL skill was competent, a score of "3" means the client's observed

performance was questionable, a score of "2" means the client's performance was

ineffective, and lastly a score of " 1 " means the client's performance was markedly

deficient. Scores for each ADL motor and ADL process skill item for each task

performed are then entered into the occupational therapist's owned pass-code protected

application of the AMPS software (Three Star Press, 2005).

The AMPS software uses a specialized multi-faceted Rasch analysis program

(Linacre, 1993) to convert raw ordinal ADL motor and ADL process scores into linear

ADL motor and ADL process ability measures. The ADL motor and ADL process ability

measures generated take into account: (a) the challenge of each tasks performed, (b) the

severity of the rater, (c) the difficulty of the ADL motor and ADL process skill items, and

(d) the raw score on each ADL motor and ADL process skill item (Fisher, 2006a).

The AMPS has been shown to be a valid evaluation tool of ADL performance

with various diagnostic groups (Bernspang & Fisher, 1995a; Cooke et al., 2000; Doble et

al., 1994, 1997; Girard et al., 1999; Hartman, Fisher, & Duran, 1999; Kottorp, Bernspang

& Fisher, 2003b; Oakley et al., 2003; Pan & Fisher, 1994; Rexroth et al., 2005; Robinson

& Fisher, 1999). There is also evidence that valid measures are generated when it is

21
administered to various cultural groups (Bernspang & Fisher, 1995b; Dickerson & Fisher,

1995; Fisher et al., 1992; Goldman & Fisher, 1997; Goto, Fisher, & Mulberry, 1996;

Magalhaes et al., 1996; Stauffer et al., 2000), in different settings (i.e., home and clinic

environments) (Darragh, Sample, & Fisher, 1998; McNulty & Fisher, 2001; Nygard,

Bernspang, Fisher, & Winblad, 1994; Park, Fisher, & Velozo, 1994), for men and women

(Duran & Fisher, 1996; Merritt & Fisher, 2003), and people of various ages (Dickerson &

Fisher, 1993, 1997; Hayase et al., 2004). The AMPS has also been shown to be a

sensitive outcome measure of ADL performance (Fisher, Atler, & Potts, 2007; Graff,

Vernooij-Dassen, Hoefnagels, Dekker, & de Witte, 2003; Kinnman, Anderson,

Wetterquist, Kinnman, & Anderson, 2000; Kottorp, Hallgren, Bernspang, & Fisher,

2003c; Oakley, Khin, Parks, Bauer, & Sunderland, 2002; Oakley & Sunderland, 1997;

Tham, Ginsburg, Fisher, & Tegner, 2001; Waehrens & Fisher, 2007).

The AMPS has acceptable test-retest reliability (r = 0.88, p < 0.001 for ADL

motor ability and r = 0.86, p < 0.001 for ADL process ability) (Doble, Fisk, Lewis, &

Rockwood, 1999). A special component of test-retest reliability is alternative form

reliability, where alternate forms means different pairs of AMPS tasks are performed

(Fisher, 2006a). Kirkley and Fisher (1999) found that the AMPS has high alternative

form reliability when sets of two tasks are observed (r = 0.91 for ADL motor ability and

r = 0.85 for ADL process ability). Moreover, only 7% and 8% of participants' ADL

motor and ADL process ability measures respectively differed significantly after the

researchers accounted for clinical reasons for differences in ADL performance.

Additionally, the AMPS has demonstrated high inter-rater and intra-rater reliability with

95% of raters demonstrating acceptable goodness-of-fit to the Rasch measurement model.

22
The overall rate of misfit of ADL motor and ADL process skill items has remained at the

expected value (1% at t > 3 or < -3) (Fisher, 2006a). Lastly, the calibration values of

AMPS raters remain stable over time, providing further evidence of the high intra-

reliability of the AMPS (Bernspang, 1999).

Interpretation

After completing a performance analysis using the AMPS, the next step is to

define the actions of performance that the client performed effectively and ineffectively

by reviewing the scores to determine which ADL motor and ADL process skills support

and hinder occupational performance (Fisher, 2006a). Additionally, the occupational

therapist examines the ADL motor and ADL process ability measures, which provide an

objective measure of the impact of ADL motor and ADL process skill weakness on the

person's task performance (Fisher, 2006a). ADL motor ability measures below the 2.0

logit cut-off on the motor ability scale, indicate the person is experiencing increased

effort completing ADL tasks (Fisher, 2006a). ADL process ability measures below the

1.0 logit cut-off on the process ability scale indicate that the person is inefficient

performing ADL tasks (Fisher, 2006a). ADL motor and/or ADL process ability measures

below the respective cut-off ability measures may also indicate that the client

demonstrated unsafe performance and/or was in need of assistance during the task

performance (Fisher, 2006a). The ADL process ability can also be used as evidence of

the need for assistance to live in the community. Research has revealed that 93% of

people who score below the cut-off on the ADL process ability scale need assistance to

live in the community (Fisher, 2006a).

23
Intervention planning

Once the occupational therapist has clarified the quality of the client's ADL

performance and uses his/her clinical reasoning to interpret why the client experienced

occupational challenges, the therapist uses this information to develop an intervention

plan to improve the client's occupational performance. Intervention planning is based on

the occupational therapist's clinical judgment and is not part of the standardized

procedures of the AMPS. The occupational therapist may begin intervention planning by

targeting those ADL motor and/or ADL process skills that he/she judged most hinder

occupational performance and/or by targeting those ADL motor and/or ADL process

skills that are defined as easy on the ADL motor and ADL process skill item hierarchies

that were rated as being difficult for the client (scores of " 1 " or "2" were assigned)

(Duran & Fisher, 2006). For example, endures is generally an easy ADL motor skill for

most people and can affect other skills. If a person experiences effort enduring though the

task performance (i.e., the client demonstrates obvious signs of physical fatigue during

the task performance), this may affect his/her ability to maintain an effective pace of

performance, initiate and continue actions of the task, and accommodate for his/her

limited endurance (Duran & Fisher, 2006). Therefore, interventions to improve endures

can result in improvement in other ADL motor and/or ADL process skills.

Fisher (2006a) identified occupational therapy intervention strategies as

therapeutic occupations including adaptive occupation, acquistional occupation,

restorative occupation, and occupation-based education programs. Adaptive occupation

refers to using adaptive methods of doing, using adaptive equipment, and/or making

modifications to the environment (Fisher, 2006a). Teaching a client who has functional

24
use of only one arm to stabilize a can against his body to open the can with one hand is an

example of teaching an adaptive method of opening a can which is typically done using

two hands. Acquistional occupation refers to occupations that are used to enable clients to

learn new occupational skills or further develop existing occupational skills (Fisher,

2006a). An example of the use of acquistional occupation is providing opportunities for a

client to practice preparing meals in his new apartment. Restorative occupation refers to

occupations that are used to enable clients to develop body functions (Fisher, 2006a).

Restorative occupation includes engaging a client in cooking occupations to specifically

improve his balance and activity tolerance. Occupation-based education programs refer to

educational programs for groups, with the group discussion focused on occupational

performance issues (Fisher, 2006a). For example, a return-to-work group in which group

participants discuss and problem solve issues related to returning to work is an example

of the use of an occupation-based education program.

ADL ability measures can also be used to determine the best intervention strategy

for a client (Duran & Fisher, 2006). For example, a client with relatively high ADL

process ability measures (above 0.0 logits) is likely able to benefit from many different

types of therapeutic occupations (e.g., adaptive occupation, acquisitional occupation,

restorative occupation, and occupation-based educational programs) (Fisher, 2006a).

Clients with relatively high ADL process ability measures are more likely to have the

potential to learn new ways of doing, and thus the list of potential interventions strategies

remains fairly open (Fisher, 2006a). On the other hand, very low ADL process ability

measures (below 0.0 logits) or generalized motor skill difficulties (e.g., scores of 1 or 2

across ADL motor skills), suggest that the client is unlikely to be able to benefit from

25
acquisitional occupations/or adaptive occupations which have high learning demands

(Fisher, 2006a). As a result, the client is most likely to be able to benefit from adaptive

occupation strategies that are focused on environmental adaptations and/or caregiver

training.

Rasch Measurement Model

Since the AMPS was developed and evaluated using a Rasch measurement model

(Fisher, 2006a), it is important to discuss this measurement model more fully to gain a

better understanding of the unique features of the AMPS. Some functional assessments,

grounded within traditional statistical methods, have been criticized for their use of

ordinal data and their lack of knowledge of the relative challenge of test items and tasks

(Merbitz, Morris, & Grip, 1989; Wright & Linacre, 1989). More specifically, when

ordinal scores are assigned to qualitative aspects of function, the differences between

adjacent numbers cannot be assumed to be equal (Fisher, 2006a; Merbitz et al., 1989; W.

Fisher, 1993; Vallee, 2006). As a result, summing ordinal data does not generate valid

quantitative measures (A. Fisher, 1993, 2006a; W. Fisher, 1993; Merbitz et al., 1989;

Vallee, 2006).

To illustrate the problems with summing ordinal data, and to make the distinction

between total scores and equal-interval, linear measures, another occupational therapy

assessment will be examined. The Kitchen Task Assessment (KTA) (Baum & Edwards,

1993) is a standardized measurement tool of the level of cognitive support needed to

complete a specific cooking task - cooked pudding. Six cognitive aspects of task

performance are rated using a 4-point rating scale in which a score of "0" is assigned if

26
the person is independent, a score of " 1 " is assigned if verbal cueing is needed, a score of

"2" is assigned if physical assistance is needed, and a score of "3" if the person is totally

incapable. Individual item scores of the KTA are summed to produce a total score (Baum

& Edwards, 1993) even though the quantitative difference between a score of "0" and " 1 "

and a score of " 1 " and "2" are may not be the same. As a result, the same total score may

be achieved even though the actual scores for individual items may be different. No

recognition is given to the fact that the items most likely vary in terms of their difficulty;

that is, some items may be easier and others may be harder. With this in mind, it becomes

clear that a score of 2 on a relatively easy item cannot be equated to a score of 2 on a

relatively harder item (Fisher, 2006a). Thus the same scores on different test items may

or may not be reflective of the same level of performance (Fisher, 2006a).

As noted above, all clients evaluated using the KTA are observed completing the

same cooking task. This at least ensures that an additional facet, that is task difficulty,

will not further complicate the ability to make comparisons between clients or in the

same client over time. However, it also means that the total scores generated do not

account for the influence that the meaning (or lack of meaning) of the KTA cooking task

may have on persons' task performance. In contrast, when persons are tested using the

AMPS, they are observed performing tasks that are relevant and meaningful to them,

with the level of difficulty of the task considered in the generation of ADL ability

measures (Fisher, 2006a).

Additionally, raters assigning scores vary in their scoring, with some raters being

more lenient and other raters being more severe in their scoring, regardless of the

standardization of the administration and scoring of assessments (Lunz, Wright, &

27
Linacre, 1990). Lunz et al. (1990) recommends using the Rasch measurement model to

account for rater severity when generating ability measures, while Bernspang (1999)

found that the calibration values of raters tend to remain stable over time.

Rasch measurement, an objective measurement and modern test theory,

overcomes many of the problems found within traditional methods of assessment (Fisher,

2006a; Wright & Linacre, 1989) and is therefore becoming a more common approach in

health care measurement (A. Fisher, 1993; Velozo, Kielhofner, & Lai, 1998). A powerful

advantage of Rasch measurement is that it enables us to convert ordinal skill item scores

(e.g., ADL motor and ADL process skill item scores) into linear interval data by taking

into account the difficulty of the items being evaluated. Measures are expressed in

logistically transformed probability measures or logits. A logit is an "equal-interval unit

of measurement based on the logarithm of odds ... of obtaining a given skill item score

when a person of a given ability is observed performing a specific task" (Fisher, 2006a, p.

34). As "logits are equal-interval units, they are additive" (Andrich as cited in Fisher,

2006a, p. 34; Wright & Masters as cited in Fisher, 2006a, p.34).

The specific Rasch model used within the AMPS is the many-faceted Rasch

model (Fisher, 2006a). This specific model enables us to not only account for differences

in item difficulty, but also account for differences in task challenge, and rater severity

when generating equal-interval linear measures and thus provides a test-free, rater-free,

and sample-free measure (Fisher, 2006a). More specifically, the many-faceted Rasch

model asserts that (a) all persons are more likely to obtain higher scores on easy skill

items and tasks than on difficult skill items and tasks, (b) lenient raters are more likely to

give higher scores on all skill items and tasks to all persons than severe raters, and (c)

28
persons with higher ability are more likely to score higher on all skill items and tasks than

are persons with lower ability (Fisher, 2006a).

When skill item difficulty, task challenge, rater severity, and person ADL ability

measures respond as expected to the Rasch assertions, they demonstrate high goodness-

of-fit to the many-faceted Rasch measurement model and provide evidence of the

reliability and validity of the AMPS (A. Fisher, 1993, 2006a). Goodness-of-fit to the

many-faceted Rasch measurement model is determined by examining goodness-of-fit

statistics (e.g., mean square values and standardized fit statistics) (f) that are generated by

the FACETS program (A. Fisher, 1993, 2006a). Items, raters, tasks, and/or persons with

infit mean square values > 0.6 or outfit mean square values < 1.4 and standardized fit

statistics (t) > -2 or < 2 indicate high goodness-of-fit to the many-faceted Rasch model

(A. Fisher, 1993). When 95% of items, raters, tasks, and/or persons demonstrate high

goodness-of-fit statistics, the items, raters, tasks and/or persons respond as expected

given the Rasch assertions, and provide evidence of acceptable reliability and validity of

the AMPS (Fisher, 2006a; Kottorp et al., 2003b). A second method for analyzing the

goodness-of-fit of items, raters, tasks, and/or persons respond is to examine the overall

percentage of misfit ratings (Fisher, 2006a). When the overall percentage of misfit ratings

is less than 1% at t > 3 or < -3 (Fisher, 2006a), items, raters, tasks, and/or persons

demonstrate high goodness-of-fit to the many-faceted Rasch model.

To understand the many-faceted Rasch model of the AMPS more fully, each

assertion will be discussed in detail along with the evidence from the literature that

supports the assertion. One assertion of many-faceted Rasch model is that all persons are

more likely to obtain higher scores on easy skill items than on difficult skill items (Fisher,

29
2006a). Research has shown that all of the ADL motor and ADL process skills

demonstrate high goodness-of-fit to the Rasch measurement model (infit and outfit mean

square values > 0.6 and < 1.4 with / < 2 or > -2), validating this first assertion (Fisher,

2006a).

Another assertion of the many-faceted Rasch model is that all persons are more

likely to score higher on easier tasks than on more difficult tasks (Fisher, 2006a). If this

assertion is upheld, then the assessment is a test-free assessment, meaning a person's

ability measure is not dependent on the tasks he/she performs during the evaluation, as

long as the tasks performed offer sufficient challenge (Fisher, 2006a). ! The current

version of the AMPS includes 83 PADL and I ADL tasks that vary in challenge (Fisher,

2006a). All 83 AMPS tasks have demonstrated high goodness-of-fit to the Rasch

measurement model (infit and outfit mean square values were > 0.6 and < 1.4 with t < 2

or > -2). Thus, valid ability measures for clients can be generated regardless of which

tasks they perform as long as clients perform tasks that offer sufficient challenge (Fisher,

2006a). This means that clients can be observed performing tasks that are relevant to their

daily lives, unlike many ADL assessments where clients must perform standard tasks

which may or may not be relevant to their daily lives (Fisher, 2006a).

Likewise, another assertion of the many-faceted Rasch model is that lenient raters

are more likely to give higher scores to all persons than severe raters (Fisher, 2006a). In

other words, if two raters score the same client, even when one rater is more strict or

lenient than the other rater, similar ADL motor and ADL process ability measures will be

generated (within an expected range of variation) since the multi-faceted Rasch computer

1
Twenty two new AMPS tasks were added to the list of available AMPS tasks on February 20, 2009, thus
increasing the number of AMPS tasks to 105.

30
program adjusts the ability measure based on each raters' severity. Thus, the AMPS is

also considered to be a rater-free assessment. In fact, research has shown that 95% of

raters demonstrated high goodness-of-fit statistics to the measurement model (infit &

outfit mean square values < 1.4 with t < 2). The overall rate of misfit of skill items ratings

has remained at expected values (1% at t > 3 or < 3). Together, these findings provide

evidence that the AMPS meets this assertion and the AMPS is a rater-free assessment and

has high inter- and intrarater reliability (Fisher, 2006a).

Lastly, if it is true that within the AMPS, all persons with greater ability are more

likely to score higher on all skill items and tasks than persons with lower ability, then the

AMPS can be considered a sample-free assessment. A sample-free assessment means that

the assessment can be used to measure a single construct independent of the personal

characteristics of the person being assessed (A. Fisher, 1993, 2006a). In other words, all

persons, regardless of gender, diagnosis, and/or cultural background, will be assigned

higher scores on easy skill items and tasks than on difficult skill items and tasks.

Likewise, individuals of higher ability will be assigned higher scores than those of lower

ability, regardless of personal characteristics such as gender, diagnosis, and/or cultural

background. Evidence of the sample-free nature of the AMPS has been provided by

researchers who have found that skill item difficulty, task challenge and/or person

response patterns demonstrate high goodness-of-fit the many-faceted Rasch model

regardless of gender (Duran & Fisher, 1996; Merritt & Fisher, 2003), diagnosis

(Bernspang & Fisher, 1995b; Kottorp et al., 2003a, 2003b; Rexroth et al., 2005), and

cultural background (Bernspang & Fisher, 1995b; Dickerson & Fisher, 1995; Fisher et

31
al., 1992; Goldman & Fisher, 1997; Goto et al., 1996; Magalhaes et al., 1996; Stauffer et

al., 2000).

ADL Motor andADL Process Skill Item Hierarchies

Based on research using Rasch analysis, we know that the ADL motor and ADL

process skills within the AMPS vary in difficulty such that some skills are easier to

perform than other skills (Fisher, 2006a). Thus the ADL motor and ADL process skills

have been hierarchically ordered from easier to harder to perform (Table 1) (Fisher,

2006a). As mentioned earlier, one premise of Rasch measurement is that the hierarchical

ordering of the skill items must remain stable regardless of the characteristics of the

persons being tested (Fisher, 2006a). In other words, the skill items remain in the same

relative hierarchical order regardless if the group includes males or females, persons of

various cultural backgrounds, or persons with different illness. Research has shown that

the ADL motor and ADL process skill item hierarchies have been upheld for persons

with intellectual disabilities (Kottorp et al, 2003a, 2003b), men and women (Duran &

Fisher, 1996; Merritt & Fisher, 2003), and various cultural groups (Bernspang & Fisher,

1995b; Fisher et al., 1992; Goldman & Fisher, 1997; Magalhaes et al., 1996; Stauffer et

al., 2000).

The stability of the ADL motor and ADL process skill items hierarchies is

determined by examining ADL motor and ADL process skill item calibrations for

differential item function (DIF). Differential item function refers to test items (e.g., ADL

motor and ADL process skills) that are significantly more difficult or easier for a specific

group (Tennant & Pallant, 2007). Differential item function is present if item difficulty

32
calibrations differ by more than 0.5 logits and demonstrate a significant /-value atp < 0.5

(Tennant & Pallant, 2007; Wright & Panchapakesan, 1969). A many-faceted Rasch

computer program, such FACETS (Linacre, 1987-2002), can be used to calculate relative

ADL motor and ADL process skill item difficulty calibrations.

The absence of DIF provides one piece of evidence that the assessment tool can

be used without bias (e.g., gender bias, cultural bias). If DIF does exist, one must

examine the data to determine the presence or absence of differential test function (DTF).

If DTF is present, then the test may demonstrate bias, and caution must be used when

determining and interpreting the estimated linear measures. If, however, the presence of

DIF does not disrupt the estimation of the linear measures, then the evaluation tool is

considered valid and can be used without the threat of bias (Wright & Stone, 1979).

Research has not yet been completed to show that the ADL motor and ADL

process skill items hierarchies are stable (i.e., there lacks DIF) for persons with bipolar

disorder depressed episode, bipolar disorder manic episode, or schizophrenia. There is

ample documented evidence that some persons with schizophrenia demonstrate

limitations in their quality of ADL performance (Fossey et al., 2006; Girard et al, 1999;

Hamera & Kolenbrander, 2000; Honkonen, 1995). There is documented evidence that

some people with schizophrenia may demonstrated significant difficulty with skills that

are similar to the ADL process skills of Searches/Locates, Sequences, and Continues

(Hamera & Kolenbrander, 2000; Rempfer et al., 2003; Semkovska et al., 2004).

Searches/Locates and Sequences are relatively easy skill items and Continues is a

relatively average skill item on the on the ADL Process Skills Item Heiarchy (Table 1).

33
This suggests that the ADL process skill item hierarchy may be different for persons with

schizophrenia.

ADL Motor and ADL Process Skill Profiles

In addition to examining DIF to determine if the skill item hierarchies are stable

and if the evaluation is valid for the group being studied, the presence of DIF can reveal

clinically useful information such as which skills are significantly harder (or easier) for a

specific group (Fisher, 2006a). Knowledge of the skills that are significantly harder (or

easier) for a specific group can be used to make recommendations of interventions

strategies to improve the quality of ADL performance for the group for which the DIF

exists. For example, minor differences in ADL motor and/or ADL process skill item

calibrations have been identified between some diagnostic groups, including persons with

stroke (Bernspang & Fisher, 1995a), Alzheimer's disease (Cooke et al., 2000; Oakley et

al., 2003), and intellectual disabilities (Kottorp et al., 2003a). This knowledge has been

used to recommend intervention strategies to improve persons' quality of ADL

performance. It is important to note that these minor disruptions in ADL motor and ADL

process skill item calibrations do not affect the overall estimation of persons' ADL motor

and ADL process measures, and thus the validity of the ADL ability measures generated

when using the AMPS remains sound (Fisher, 2006a).

More specifically, Bernspang and Fisher (1995a) found that persons with right

hemispheric stroke (n = 71) demonstrated greater difficulty maintaining an even pace of

performance, transporting objects, and coordinating two body parts to stabilize objects,

whereas persons with left hemispheric stroke in = 76) experienced more difficulty

34
calibrating the force and extent of movement. Therefore, Bernspang and Fisher (1995a)

recommended that it may be more effective to teach persons who have had a right

hemispheric stroke energy conversation and adaptive methods to transport and stabilize

objects, whereas it maybe more effective to teach those with left hemisphere stroke to

compensate for difficulties experienced when calibrating movements. It is important,

however, to note that their research was limited by a small sample size (Bernspang &

Fisher, 1995a).

Using a much larger sample (n = 3,878), Rexroth and colleagues (2005) found no

significant differences in ADL motor and ADL process skill profiles between people with

left or right hemispheric stroke, and subsequently concluded that people with left or right

stroke have similar ability to perform goal-directed ADL actions. Rexroth et al. (2005)

recommended that occupational therapists use occupation-based interventions that are

targeted toward each individual's ADL skill strengths and weaknesses, rather than

targeting interventions based on assumptions of impairments associated with right versus

left stroke.

Cooke et al. (2000) found that compared to a well group (n = 287), a group with

Alzheimer's disease (n = 341) demonstrated the ADL process skills of chooses, heeds,

inquires, continues, notices/responds and benefits as the most diminished and the ADL

process skills of uses, handles and organizes as the least diminished or intact. The

researchers concluded that the most diminished ADL process skills were related to

"knowing what", whereas the least diminished or intact ADL process skills were related

to "knowing how." Cooke et al. (2000) recommended adapting the environment to

accommodate ADL process skills that are experienced as more difficult and building on

35
those ADL process skills that are the least diminished or intact to improve the quality of

ADL performance for persons with Alzheimer's disease. For example, chooses refers to

the actions of effectively choosing items that are needed for ADL task performance

(Fisher, 2006b). Cooke et al. (2000) recommended accommodating difficulties with

chooses by placing objects that are needed for the task performance on the counter, as a

cue to perform an ADL task. For example, a box of cereal, bowl and spoon could be

placed on the counter as a visual prompt for the person to prepare a bowl of cereal for

breakfast.

Following the research of Cooke et al. (2000), Oakley and colleagues (2003)

explored the ADL motor skills profile for a groups with Alzheimer's disease needing

minimal assistance and moderate to maximum assistance. Oakley et al. (2003) found that

the ADL motor skills of paces and flows, were significantly more difficult for the group

needing minimal assistance {n = 189) when compared to a well group {n = 378). The

ADL motor skills items of paces, flows, walks, transports and coordinates were the most

severely affected for the group needing moderate to maximal assistance (n = 378) when

compared to a well group (n = 378) (Oakley et al., 2003). Oakley et al. (2003)

recommended environmental modifications and caregiver support to compensate for

ADL motor skill difficulties, as they reasoned that cognitive impairments decreased the

potential to learn to compensate for ADL motor skill difficulties. Oakley et al. (2003)

suggested educating caregivers that individuals with Alzheimer's disease may need extra

time to perform ADL to accommodate their slow pace of performance. The researchers

also recommended that individuals with Alzheimer's disease may need supportive shoes,

clipped toenails, caregivers assistance, and environmental modifications (such as

36
removing scatter rugs to reduce hazards for falling) to accommodate for their difficulty

with walking. Interventions to improve walking may also improve the ability to transport

objects during task performance (i.e., walking and carrying) (Oakley et al., 2003).

Additionally, Kottorp and colleagues (2003 a) compared ADL motor and ADL

process skill profiles for groups with mild (n = 178) and moderate intellectual disability

(n = 170). Significant differences were found in group relative skill item calibrations for

the ADL motor skill Endures and the ADL process skill Uses, with both skill items being

relatively easier for the group with moderate intellectual disability (Kottorp et al., 2003a).

Thus, Kottorp et al. (2003a) concluded that the ADL motor and ADL process skill item

hierarchies were stable for the two diagnostic groups, as only one ADL motor and one

ADL process skill demonstrated DIF. When the researchers examined actual skill item

calibrations, they found that there were four ADL motor skills and four ADL process

skills that the group with moderate intellectual disability were able to perform as equally

well as the group with mild intellectual disability. Kottorp et al. (2003a) recommended

that interventions for people with mild or moderate intellectual disability target skills

located in the lower half of the ADL motor and ADL process skill hierarchies (i.e., those

that can be viewed as relative limitations in ADL performance) and/or skills that, while

expected to be relatively easy, are, in fact, experienced as difficult by clients.

Given that occupational therapists also work with clients with mental illness,

research designed to examine the ADL motor and ADL process skills profiles of people

with mental illness such as bipolar disorder depressed episode, bipolar disorder manic

episode, and schizophrenia are needed. The knowledge gained would, in turn, enable

occupational therapists to develop intervention strategies that are specifically targeted to

37
address their skill weakness while maximizing their skill strengths to improve the overall

quality of their ADL performance.

Purpose of the Study

The purpose of this research project was to compare the ADL motor and ADL

process skill profiles of persons among three diagnostically different groups, that is,

groups with bipolar disorder depressed episode, bipolar disorder manic episode, and

schizophrenia to determine if there were clinically significant differences in the ADL

motor and ADL process skill profiles among the groups. It was hypothesized that

a. the bipolar disorder depressed and manic groups would not differ clinically

significantly in mean ADL motor and ADL process ability measures;

b. the group with schizophrenia would demonstrate clinically significant lower

mean ADL motor and ADL process ability measures than the bipolar-

depressed episode and manic groups, as Girard et al. (1999) found that mean

ADL motor and ADL process ability measures differed significantly between

two groups with different mental illness (i.e., schizophrenia and depression)

and there is much more documentation that people with schizophrenia

demonstrate limitations in their ADL performance (Fossey et al., 2006; Girard

et al., 1999; Hamera & Kolenbrander, 2000; Honkonen, 1995) as compared to

people with bipolar disorder depressed and manic episode (Dion et al., 1998;

Levine et al, 2001; Pope et al., 2007; Simon et al., 2007); and

c. clinically significant differences would be found in some ADL motor and

ADL process skill item calibrations among the three diagnostic groups. No

38
specific hypotheses were made as to what which skill items were expected to

be significantly easier or more difficult for one or more of the diagnostic

groups, as the research identifying specific skill limitations that affected ADL

performance for persons with schizophrenia included only three studies with

small sample sizes, the skills were not explicitly defined as ADL process

skills, and only two IADL tasks were explored (i.e., grocery shopping and

preparation of a three course meal) (Hamera & Kolenbrander, 2000; Rempfer

et al., 2003; Semkovska et al., 2004).

39
CHAPTER III: STUDY DESIGN AND RESEARCH METHODS

Research Design

The research design was a three group descriptive comparison study, in which the

ADL motor and ADL process skill profiles of three different diagnostic groups (i.e.,

bipolar disorder depressed episode, bipolar disorder manic episode, and schizophrenia)

were compared. More specifically, the mean ADL motor and ADL process ability

measures and ADL motor and ADL process skill item difficulty calibration values of

each group were examined and compared.

Data used for all analyses were obtained from the AMPS International Project

database. After participating in a five day AMPS training course, occupational therapists

complete AMPS evaluations on 10 clients to complete the rater calibration process. Each

client's sex, diagnoses, date of evaluation, the AMPS tasks completed, raw scores for 16

ADL motor and 20 ADL process skills, global functional level, and quality of

performance ratings for each AMPS task performed are entered into the occupational

therapist's individually owned pass-code protected application of the AMPS software

(Computer Adaptive Technologies & Fisher, 1994-1999). The calibration data is then

exported from their personal AMPS software and sent to the AMPS Project International

for analysis. Personal applications of the AMPS software do not, and cannot export

personal and identifying client information; the data is made anonymous by removing all

identifying information (i.e., the client's name and identification number) before the data

is exported. Upon receiving the exported anonymized files, the AMPS Project

International imports the data into the AMPS Project International database; data from

40
this database were used for this research project. Ethics approval was granted for this

research project (Project # 2008-1739) by the Health Services Human Research Ethic

Board of Dalhousie University on May 30th, 2008.

Participants

Potential participants included all persons 16 years of age or older whose AMPS

data was included within the AMPS Project International database as of July 3, 2008, and

whose medical diagnosis was identified as either bipolar disorder depressed episode, '

bipolar disorder manic episode, or schizophrenia. Individuals excluded from the study

included persons with (a) secondary diagnoses, (b) ADL motor and/or ADL process

ability measures that were associated with rater scoring error as indicated by ADL motor

ability measures greater 4.0 logits and/or ADL process ability measures being greater

than 3.0 logits (Kirkley & Fisher, 1999), and (c) scored by more than 10 raters (Kirkley

& Fisher, 1999). The resultant potential sample consisted of 158 persons with bipolar

disorder depressed episode, 253 persons with bipolar disorder manic episode, and 7119

persons with schizophrenia.

Matching the three diagnostic groups for gender was not deemed necessary as

research has shown that ADL motor and ADL process skill hierarchies are stable for men

and women (Merritt & Fisher, 2003). To eliminate the potential confounding variable of

age on ADL ability (Dickerson & Fisher, 1993; Hayase et al., 2004), the diagnostic

groups were matched by age. More specially, a data file with all potential participants

was created and then stripped of all client demographic information except age,

diagnosis, and subject number. From this file, participants from each diagnostic group

41
were split into five year age increments (e.g., 16 to 20 years, 21 to 25 years old, 26 to 30

years old, and so on with the last five year age span of 86 to 90 years). Since the number

of persons within the bipolar-depressed group was smaller, individuals from the bipolar-

manic group and the group with schizophrenia were randomly selected from within each

of the five year age groupings and matched to those within the corresponding five year

age groupings in the bipolar-depressed group. At this point, each diagnostic group

contained 158 persons.

While 100 people per group is the minimum for a group performance skill profile

analysis, 200 people per group is ideal for generating group specific item calibration

values (A. Fisher, personal communication, July 4, 2008). The bipolar-depressed group

was limited to a total of 158 as that was the maximum number of people with this

diagnosis available from the AMPS database. However, the other two diagnostic groups

had ample data to generate sample sizes of 200 persons. Thus, an additional 42

participants were randomly selected from the bipolar-manic episode group and 42

additional persons were randomly selected from the group with schizophrenia. The

additional 84 participants were not matched by age due to the lack criteria for additional

age matching (i.e., the were no guidelines regarding if one, two, or more participants

should be matched to each five year age group). The final sample included 158 persons

with bipolar disorder depressed episode, 200 persons with bipolar disorder manic

episode, and 200 persons with schizophrenia with an age range of 17 to 87 years.

42
Data Analysis

A one-way analysis of variance (ANOVA), followed by Tukey HSD post-hoc

tests, using the Statistical Package for Social Sciences (SPSS) software (version 14.0),

was calculated to ensure that the diagnostic groups did not differ significantly by age.

The three diagnostic groups were described in terms of gender and functional level.

Two one-way ANOVAs and Tukey HSD post-hoc tests were calculated (one for

ADL motor ability and one for ADL process ability) to determine if the mean ADL motor

and ADL process ability measures differed statistically between the diagnostic groups.

Next, effect size was examined as sample size can influence statistical significance (i.e.,

small samples may show no statistical significant difference between group means when

there is a clinical significant difference and large samples can show statistical significant

differences between group means when no clinical significant difference exists)

(Kranzler, 2007). Effect size is not influenced by sample size and informs us about the

strength of the relationship between the variables, indicating if there are clinically

significant differences between the variables (Kranzler, 2007). There are several different

types of effect sizes, one common measure of association in ANOVAs is eta squared.

Eta squared is the proportion of total variability attributable to a factor (Cohen, 1988).

Within this study, eta squared was calculated for each analysis using SPSS software and

interpreted based on Cohen's measure of association, where 0.01, 0.06, and 0.14 indicate

a small, medium, or large effect respectively (Cohen, 1988). Cohen states that such

guidelines can be equated to those used when interpreting Cohen's d, where 0.2, 0.5 and

0.8 indicate small, medium and large effects, respectively. Lastly, clinically significant

differences in mean group ADL ability measures were identified by examining the data to

43
determine if the mean ability measures differed by 0.3 logits or more (Duran & Fisher,

1996).

A many-faceted Rasch computer program, FACETS (Linacre, 1987-2002), was

used to calculate relative ADL motor and ADL process skill item difficulty calibrations

for each of the three diagnostic groups. Within these analyses, the task challenge, rater

severity calibrations, and ADL ability measure facets were anchored while the skill item

difficulty calibrations facet was allowed to float. This allowed for the generation of

diagnostic group specific skill item difficulty calibrations. Relative skill item calibrations

were generated with the skill item difficulty calibration values for each FACETS analysis

centered at zero. To determine if DIF existed between the three diagnostic groups, the

bias/interaction output tables from FACETS were examined. Differential item function is

present if relative item difficulty calibrations differ by more than 0.5 logits and

demonstrate a significant /-value dXp < 0.5 (Tennant & Pallant, 2007; Wright &

Panchapakesan, 1969).

When DIF was found, the existence of a DTF was explored to determine if the

DIF affected the final estimation of ADL motor and/or ADL process ability for the

relevant diagnostic groups. To test for DTF, each participant's ability measure was

calculated twice, first with the ADL motor and/or ADL process skill item calibrations

based on the entire sample of the three diagnostic groups and second with the diagnostic

specific skill item calibration (Merritt & Fisher, 2003). Each participant's set of ability

measures was then compared and a standardized difference z value is calculated for each

person. When the standardized difference is greater than 2.0 or less than -2.0, the

difference in ability is considered to be significant and a DTF exits (Merritt & Fisher,

44
2003). The difference is considered to a clinically significant difference when the

difference between a person's two estimated ability measures is 0.3 logits or greater

(Duran& Fisher, 1996).

45
CHAPTER IV: RESULTS

Comparison of Diagnostic Groups

The mean age for the bipolar-depressed group was 52 years, while the mean age

for the other two diagnostic groups was 50 years (Table 2). A one-way ANOVA revealed

that the three diagnostic groups did not differ significantly by age (F {2, 555} = 1.36, p >

0.05). The three diagnostic groups included males and females and included participants

who demonstrated a range of functional levels (Table 3).

Table 2

Mean Age and ADL Ability by Diagnosis

Diagnosis
Bipolar Disorder- Bipolar Disorder- Schizophrenia
Depressed. Manic (n = 200)
(«=158) (n = 200)
Age (years)
M 52.3 50.0 50.0
SD 15.8 14.7 15.2

ADL Motor Ability (logits)


M 2.04 2.03 1.97
SD 0.68 0.73 0.71

ADL Process Ability (logits)


M 1.01 0.82 0.81
SD 0.50 0.54 0.60

46
Table 3

Number of Participants in each Diagnostic Group by Functional Level and Gender

Diagnosis

Bipolar Disorder Bipolar Disorder Schizophrenia


Depressed Manic (n = 200)
(n=158) (n = 200)
Functional Level
Independent 43 (27%) 35 (18%) 25 (12.5%)
Minimal 81 (51%) 100 (50%) 82 (41%)
Moderate/Maximal 34 (22%) 65 (32%) 93 (46.5%)
Gender
Male 51 (32%) 84 (42%) 116(58%)
Female 107 (68%) 116(58%) 84 (42%)

ADL Motor and ADL Process Ability Measures

The results revealed that the mean ADL motor and ADL process ability measures

for the three diagnostic groups were at or just below the cut-offs of 2.0 and 1.0 logits

respectively on the ADL motor and ADL process ability scales, with standard deviations

between 0.50 to 0.73 logits. The mean ADL motor ability measures for the three

diagnostic groups were not statistically significantly different (F {2, 555} = 0.59, p >

0.05). Additionally, the mean ADL motor ability measures were not clinically different

between the three diagnostic groups as the effect size (eta squared) was 0.002 and the

greatest logit difference as 0.06 between the means.

In contrast, there were statistically significant differences in the mean ADL

process ability measures of the three diagnostic groups (F {2, 555} = 6.62, p < 0.01). Post

hoc tests revealed that there were statistically significant differences in mean ADL

process ability measures between the bipolar-depressed group and the bipolar-manic

group and between the bipolar-depressed group and the group with schizophrenia. While

47
there were statistically significant differences between these groups, the largest effect size

(Eta squared) was small at 0.02 and the greatest logit difference was 0.19. Therefore,

there was no clinically significant difference in the mean ADL process ability measures

between the three groups.

Differential Item Function and Differential Test Function

The only ADL motor or ADL process skill item that demonstrated DIF was the

ADL process skill item of Attends between the bipolar-depressed group and the bipolar-

manic group (i.e., skill item calibration value difference of 0.54 logit with t = 6.01 at/? =

0.0) (Tables 4 & 5). Attends was a harder skill item for the bipolar-manic group, such

that they experienced significantly more difficulty attending to their task performances

than those within the bipolar-depressed group.

Since DIF was found between the bipolar-depressed group and the bipolar-manic

group, a DTF analysis was conducted to verify that the DIF did not disrupt the final

estimation of the ADL ability measures for these two diagnostic groups. When

participants' ADL process ability measures that were based on diagnostic specific skill

item calibrations were compared to those based on skill item calibrations for the entire

sample, the largest standardized difference z value for ADL process ability measures was

0.43 for the bipolar-depressed group and 0.5 for the bipolar-manic group. The largest

logit difference between the two ADL process ability measures was 0.11 logit. Given that

the standardized differences were less than 2.0 but more than -2.0, there was no evidence

of DTF. Moreover, since the logit difference was less than 0.3 logit, the difference

between persons' two estimated ability measures were not clinically significant.

48
Together, these findings suggest that DTF was not found between the bipolar-depressed

group and the bipolar-manic group based on the DIF of Attends. Therefore, the DIF of

Attends did not affect the final estimation of ADL process ability measures and the ADL

motor and ADL process skill hierarchies are stable among the three diagnostic groups.

Table 4

ADL Motor Skill Item Calibration Values (logits) for each Diagnostic Group

Diagnosis
ADL Motor Skill Bipolar Disorder - Bipolar Disorder- Schizophrenia
Depressed Manic (n = 200)
(«= 158) (n = 200)
Lifts 0.40 0.55 0.62
Endures 0.10 0.45 0.48
Moves 0.66 0.50 0.57
Reaches 0.13 0.36 0.28
Transports 0.83 0.70 0.58
Coordinates -0.19 -0.24 -0.18
Aligns 0.57 0.32 0.25
Manipulates -0.18 0.21 -0.22
Grips -0.07 -0.07 -0.06
Bends -0.07 0.02 -0.06
Flows -0.06 -0.02 -0.18
Stabilizes -0.01 0.02 0.21
Calibrates -0.74 -1.08 -1.04
Walks 0.34 0.50 • 0.29
Paces -0.82 -1.09 -0.71
Positions -0.83 -0.68 -0.83

49
Table 5

ADL Process Skill Item Calibration Values (logits) for each Diagnostic Group

Diagnosis
Bipolar Disorder - Bipolar Disorder- Schizophrenia
ADL Process Skill
Depressed Manic (n = 200)
(w=158) in = 200)
Uses 0.96 1.08 1.16
Attends 0.65* 0.11* 0.34
Chooses 0.50 0.63 0.67
Searches/Locates 0.46 0.45 0.64
Sequences 0.40 0.42 0.44
Handles 0.15 0.20 0.19
Gathers 0.24 0.36 0.19
Inquires 0.19 0.13 0.15
Terminates 0.11 0.08 -0.14
Heeds 0.44 0.30 0.15
Continues -0.17 -0.25 -0.02
Navigates 0.26 0.35 0.44
Organizes -0.02 -0.07 -0.10
Initiates -0.29 -0.23 -0.44
Restores -0.25 -0.25 -0.32
Adjusts 0.01 -0.16 -0.15
Paces -0.25 -0.26 -0.06
Notices/Responds -0.71 -0.63 -0.65
Benefits -1.02 -0.88 -1.10
Accommodates -1.40 -1.33 -1.39

* indicates significant difference between skill item calibrations (i.e., difference was
greater than 0.50 logits, p = 0.0000)

50
CHAPTER V: DISCUSSION

ADL Motor and ADL Process Ability Measures

One major finding of the study was that there were no clinically significant

differences in mean ADL motor and ADL process ability measures among the three

diagnostic groups. Therefore, the hypothesis of this study that the bipolar-depressed

group and the bipolar-manic group would demonstrate similar mean ADL motor and

ADL process ability measures was found to be true. However, the hypothesis that the

group with schizophrenia would demonstrate clinically significant lower mean ADL

motor and ADL process ability measures than the bipolar-depressed group and bipolar-

manic group was found not to be true. Instead, the results indicate that the bipolar-

depressed group, the bipolar-manic group, and the group with schizophrenia

demonstrated similar mean ADL motor and ADL process ability measures. The mean

ADL motor and ADL process ability measures, which were at or just below the cut-offs

on the ADL motor and ADL process ability scales, indicate that, in general, persons

within all three diagnostic groups demonstrated increased effort and decreased efficiency

performing ADL tasks, with many of the people within the groups needing assistance to

live in the community.

The finding that the mean ADL motor and ADL process ability measures for the

group with schizophrenia were at or just below the cut-offs is not surprising given the

findings of Girard et al. (1999) and Fossey et al. (2006). Girard et al. (1999) found that

the mean ADL motor and ADL process ability measures for a group with schizophrenia

in = 43), including some participants with typical secondary diagnosis (i.e., anxiety or

depression), were below the AMPS cut-off measures on the ADL motor and ADL

51
process ability scales. Likewise, Fossey et al. (2006) found that 58% of participants with

schizophrenia (n = 43) had ADL motor and/or ADL process ability measures that were

below the ADL motor and ADL process ability measure cutoffs.

This is the first study in which the ADL abilities of persons with bipolar disorder

depressed or manic episode were examined. It was surprising the groups with bipolar

disorder demonstrated similar mean ADL motor and ADL process ability measures as the

group with schizophrenia, as the groups included people with different mental illnesses,

different phases of illness, different symptoms (APA, 1994), and possibly different

severity of cognitive impairments and/or different physical impairments (Chafetz, White,

Collins-Bride, Nickens, & Cooper, 2006; Krabbendam, Arts, van Os, & Aleman, 2005).

Additionally, the finding of similar mean ADL ability measures between the diagnostic

groups was unexpected as Girard et al. (1999) found that mean ADL motor and ADL

process ability measures differed significantly between two groups with different mental

illness (i.e., schizophrenia and depression), although the findings were limited by the

small sample size. Lastly, it was unexpected that the three diagnostic groups would

demonstrate similar mean ADL ability measures as there is much more documentation in

the literature that people with schizophrenia demonstrate limitations in their ADL

performance (Fossey et al., 2006; Girard et al., 1999; Hamera & Kolenbrander, 2000;

Honkonen, 1995) as compared to people with bipolar disorder depressed or manic

episode (Dion et al., 1998; Levine et al., 2001; Pope et al., 2007; Simon et al., 2007).

It is possible that the mean ADL motor and ADL process ability measures of the

two bipolar disorder groups reflect sample bias. The proportion of persons in the AMPS

Project International database diagnosed with schizophrenia (n = 7119) was significantly

52
larger than the proportion diagnosed with bipolar disorder depressed episode or bipolar

disorder manic episode (n = 158 and n = 253 respectively). There are several possible

explanations for the disproportionate amount of data for these diagnostic groups. First,

although AMPS data on persons with schizophrenia and bipolar disorder have been

included since the inception of the database about 20 years ago, it has only been within

the past nine years that occupational therapists have been required to specify the phase of

persons' bipolar illness (i.e., manic episode versus depressed episode) when submitting

AMPS data (B. Merritt, personal communication, January 13, 2009). Second,

occupational therapists who submit calibration data to the AMPS Project International

may be more likely to evaluate clients with bipolar disorder who have obvious

difficulties, and thus, the mean ADL motor and ADL process ability measures of those

with bipolar disorder (depressed and manic) may be under-estimated. Third, occupational

therapists may not receive referrals for persons with bipolar disorder as often as for

persons with schizophrenia. Therefore, participants in the AMPS Project International

database with bipolar disorder depressed or manic episode may be even less

representative of all persons with bipolar disorder depressed and manic episode, than

participants with schizophrenia are representative of all persons with schizophrenia.

Thus, the results need to be interpreted with caution.

Some participants had ADL motor and/or ADL process ability measures above

the cut-off on the ADL motor ability scale and/or above the risk zone on the ADL process

ability scale, and thus demonstrated good quality of ADL performance (i.e. independent,

safe, and efficient ADL performance without increased effort). These findings support

the findings of Girard et al. (1998) and Fossey et al. (2006), that although persons with

53
schizophrenia, on average, experience ADL motor and ADL process skills limitations

that diminish their quality of ADL performance, some persons with schizophrenia

demonstrate good quality of ADL performance. It is unknown from this study, which

factors contribute to high quality of ADL performance measures for people with bipolar

disorder or schizophrenia. When using data from the AMPS Project International

database, there is no way to account for factors such as differences in medications, age of

onset of the illness, and supportive and stable housing that provides a person

opportunities for repeated practice of ADL tasks and/or implementation of strategies to

compensate for limitations in ADL performance. More research is needed to identify the

factors that contribute to high quality of ADL performance.

ADL Motor and ADL Process Skill Profiles

The only skill item that demonstrated DIF was the ADL process skill item,

Attends. The bipolar-manic group experienced significantly more difficulty attending or

maintaining focus when performing ADL tasks than the bipolar-depressed group. This is

not surprising given that one of the key diagnostic criteria for a manic episode is that the

person experiences significant distractibility (i.e., attention is too easily drawn to

unimportant or irrelevant external stimuli) (APA, 1994).

However, while Attends demonstrated DIF, this disruption in the relative skill

item hierarchy did not affect the final estimation of ADL process ability measures (i.e.,

there was no indication of DTF). Therefore, the ADL motor and ADL process skill

hierarchies were determined to be stable for the three diagnostic groups. In other words,

with the exception of Attends, the ADL motor and ADL process skills that were

54
relatively easier and more difficult for one of the diagnostic groups were relatively easier

and more difficult for the other two diagnostic groups. The stability of the ADL motor

and ADL process skill hierarchies confirms one of the assertions of Rasch measurement

model; that is, all persons are more likely to obtain higher scores on easy skill items than

on difficult skill items, regardless of diagnosis. This finding provides further evidence to

support the claim that the AMPS generates valid estimates of ADL motor and ADL

process ability for people with bipolar disorder depressed episode, bipolar disorder manic

episode, or schizophrenia. It also serves as another piece of evidence that the AMPS is a

sample-free measure of ADL ability.

As noted earlier, research suggested that persons with schizophrenia demonstrate

weaknesses with the ADL process skills of Searches/Locates, Sequences and Continues

that limits their ADL performance (Hamera & Kolenbrander, 2000; Rempfer et al., 2003;

Semkovska et al., 2004). The findings of this study, however, revealed that the group

with schizophrenia performed the skills Searches/Locates, Sequencing, and Continues

with the same relative ease/difficulty as the bipolar-depressed and bipolar-manic groups.

It is unknown from this study, if the bipolar-depressed and bipolar-manic groups and the

group with schizophrenia experience the skills Searches/Locates, Sequencing, and

Continues with greater difficulty than well persons.

Clinical Implications

ADL motor and ADL process ability measures

The findings of this study revealed that the three diagnostic groups demonstrated

similar ADL motor and ADL process abilities. However, as mentioned earlier,

55
participants in the AMPS Project International database with schizophrenia may not be

representative of all persons with schizophrenia and participants with bipolar disorder

depressed or manic episode may be even less representative of all persons with bipolar

disorder depressed or manic episode. Participants are likely typical of persons with

bipolar disorder depressed or manic episode or schizophrenia who are referred to an

occupational therapist and complete an AMPS evaluation. If it is true that persons with

bipolar disorder depressed or manic episode or schizophrenia demonstrate similar ADL

motor and ADL process abilities, then these findings challenge the often held assumption

that people with schizophrenia demonstrate greater disability in ADL performance than

people with bipolar disorder depressed or manic episode. Therefore, health professionals

(including occupational therapists) and psychiatrists may be overestimating the quality of

ADL performance of persons with bipolar disorder depressed or manic episode, such that

such persons are not referred to an occupational therapist or once referred to an

occupational therapist, their quality of ADL performance is not assessed. Such persons

may miss the opportunity to benefit from occupational therapy interventions designed to

improve their quality of ADL performance to enhance their ability to live more

successfully in the community. Thus, health professionals and psychiatrists are

encouraged to consider referring persons with bipolar disorder depressed or manic

episode to an occupational therapist for assessment of ADL performance, and (if

necessary) occupational therapy interventions to improve quality of ADL performance.

Additionally, occupational therapists are encouraged to explore with clients with bipolar

disorder depressed or manic episode if they have limitations in their quality of ADL

56
performance and if further ADL assessment and interventions are warranted to improve

their quality of ADL performance are necessary.

Additionally, it is important to note that some persons within this study, across all

three diagnostic categories, demonstrated good quality of ADL performance and may not

need interventions to improve their quality of ADL performance. They may, however,

benefit from occupational therapy interventions that are geared toward improving other

performance areas such as social interaction, computer related skills, and/or work skills.

Lastly, the finding that all three groups' mean ADL motor ability measures were

below the cut-off of 2.0 logits, indicate that, in general, persons within the three

diagnostic groups demonstrated increased effort performing familiar ADL tasks. This

supports the finding of Girard et al. (1998) and Fossey et al. (2006) that some persons

with schizophrenia demonstrated ADL motor limitations that diminished their quality of

ADL performance. Limitations in ADL motor ability may be the result of cognitive

impairments and/or physical impairments due to movement disorders, decreased physical

fitness, side effects from medications, obesity and/or medical disorders such as cardiac

disease and chronic obstructive pulmonary disease (Barrows, 2006; Chugg & Craik,

2002; Fossey et al., 2006). ADL motor skill limitations maybe overlooked in mental

health settings when planning interventions to improve the quality of persons' ADL

performance. These findings highlight the need for occupational therapists to consider

that clients with bipolar disorder depressed or manic episode or schizophrenia may

demonstrate ADL motor skill limitations and well as ADL process skill limitations.

Therefore, such clients may benefit from occupational therapy interventions that target

57
ADL motor as well as ADL process skill limitations to improve their quality of ADL

performance and improve their ability to live successfully in the community.

ADL motor and ADL process skill profiles

The ADL motor and ADL process skill profiles were generally the same for the

three diagnostic groups. The results of this specific study did not identify diagnostically

unique ADL motor and ADL process skill profiles that might be used to differentiate

individuals with bipolar disorder depressed or manic episode or schizophrenia. However,

the sample may have been biased due to the large number of persons with schizophrenia

in the AMPS Project International database compared to the number of persons with

bipolar disorder depressed or manic episode in the database. Therefore the results need to

be interpreted with caution.

The DIF of Attends indicates that as a group, participants with bipolar disorder

manic episode experienced significantly more difficulty attending to their task

performances than participants with bipolar disorder depressive episode. One method

used when planning occupational therapy intervention strategies is to target interventions

toward those ADL motor and/or ADL process skills that diagnostic groups experience as

significantly difficult (Bernspang & Fisher, 1995a; Cooke et al., 2000; Kottorp et al.,

2003a; Oakley et al., 2003). Additionally, a person's ADL process ability measure can be

used to identify intervention strategies that may help to improve their quality of ADL task

performance (Fisher, 2006a). More specifically, if a person's ADL process ability

measure is above 0.0 logits, he/she is more likely to be able to learn new strategies to

overcome performance problems (Fisher, 2006a). Thus, strategies to help a client with

58
bipolar disorder manic episode who experiences significant difficulty with Attends and

has an ADL process ability measure above 0.00 logits, may include coaching the person

to create a quiet and uncluttered environment by turning off the radio, putting his/her pet

in another room, and tidying up the kitchen before starting to prepare lunch. During

interventions sessions, the occupational therapist might provide the client with

opportunities to practice these new strategies while performing occupations that he/she

would normally need or want to do.

In contrast, if a person's ability measure is below 0.0 logits on the ADL process

ability scale, the client is more likely to benefit from environmental modifications and/or

having the support of others who have been trained to support their task performance

(Fisher, 2006a). In this instance, the occupational therapist might collaborate with the

client's caregiver or support person and educate him/her about the importance of

removing potential distracters from the environment to improve the client's quality of

ADL performance.

Limitations of the Study

The results of this study need to be interpreted with caution due to the limitations

of the study. As noted earlier, all participants were referred to occupational therapy and

completed an AMPS evaluation. Thus, participants are likely typical of those persons

who have bipolar disorder depressed or manic episode, or schizophrenia who are referred

to occupational therapy, who were identified by their occupational therapists as

experiencing limitations in ADL performance, and completed an AMPS evaluation.

However, the participants may not be typical of all people who have bipolar disorder

59
depressed or manic episode, or schizophrenia. Some people with bipolar disorder

depressed or manic episode, or schizophrenia may not have limitations in occupational

performance, and subsequently have not been referred to an occupational therapist. Such

persons, therefore, would not likely have data in the AMPS Project International

database, and thus, their data were not included in this study. However, it is important to

note that participants in this study were likely reflective of the array of clients with

bipolar disorder depressed or manic episode or schizophrenia who are typically seen by

occupational therapists and typically evaluated with the AMPS, including those who were

assessed upon referral and those who have been receiving occupational therapy services

for varying lengths of time.

An additional possible source of sample bias relates to the bipolar disorder

groups. The proportion of persons in the AMPS Project International database diagnosed

with schizophrenia (n = 7119) was significantly larger than the proportion diagnosed with

bipolar disorder depressed episode or bipolar disorder manic episode (n = 158 and n =

253 respectively). As mentioned earlier, although the AMPS Project International

database was started approximately 20 years, approximately nine years ago, those

submitting AMPS data were required to specify the phase of bipolar illness (i.e., manic

episode versus depressed episode) (B. Merritt, personal communication, January 13,

2009). This may explain why the database contained data on many more persons with

schizophrenia than persons with bipolar disorder depressed or manic episode.

Additionally, it is also possible that occupational therapists may not receive referrals for

persons with bipolar disorder as often as they do for persons with schizophrenia. Lastly,

occupational therapists who submit calibration data to the AMPS Project International

60
may be more likely to evaluate clients with bipolar disorder who have obvious

difficulties. Therefore, participants in the AMPS Project International database with

bipolar disorder depressed or manic episode may be even less representative of all

persons with bipolar disorder depressed and manic episode, than participants with

schizophrenia are representative of all persons with schizophrenia. Thus, the results need

to be interpreted with caution, meaning due to sample bias, there may actually be

clinically significant differences in mean ADL ability measures and skill profiles between

the bipolar depressed and manic groups and the group with schizophrenia.

A second imitation of this study is the questionable accuracy of the diagnoses.

Occupational therapists are excepted to record for each client in the AMPS International

Project database the clients' diagnosis at the time of the AMPS evaluation. Within the

context of this study, the diagnosis could not be confirmed. It is important to

acknowledge that given the complexity of making a psychiatric diagnosis, specific

individuals' psychiatric diagnosis can change over time. Additionally, the AMPS

International Project database contains data from clients from various countries (Fisher,

2006a); the criteria used when diagnosing mental illnesses may not be the same in all

countries. Lastly, some occupational therapists may enter the diagnosis of bipolar

disorder depressed or manic episode based on the last type of episode that the person

experienced rather than the episode that the client experienced at the time of the AMPS

evaluation (A. Moore, personal communication, July 29, 2008).

The third and last limitation is that it is unknown if the diagnostic groups differed

significantly on all variables that could affect ADL ability measures and ADL motor

and/or ADL process skills. For example, the AMPS Project International database does

61
not include information about whether they are taking medications, and if so, what type

and quantity of medication has been prescribed. People who have bipolar disorder or

schizophrenia are prescribed different medications (Canadian Psychiatric Association,

2005; Yatham et al., 2006) which may affect occupational performance differently

(Dickerson, Sommerville, Origoni, Ringel, & Parente, 2001). Thus, is it unknown if the

groups differed significantly based on taking medications versus not taking medications

and/or taking different medications and if there was a difference, if such differences

affected ADL ability measures and ADL motor and ADL process skill calibration values.

Additionally, ADL process ability measures may be more accurate when AMPS

observations are made when clients complete tasks in a familiar environment (usually the

home) rather than unfamiliar environments (usually the clinic or hospital), due to the

potential effect of the environment on ADL ability (Darragh et al., 1998; McNulty &

Fisher, 2001; Nygard et al, 1994; Park et al., 1994). However, the AMPS International

database does not include information regarding the type of environment of the AMPS

observation (e.g., familiar or unfamiliar). Therefore, it is unknown if the diagnostic

groups differed significantly on type of environment of the AMPS observation and if

there was a difference, if the difference affected ADL ability measures and ADL motor

and ADL process skill calibration values. It is recommended that consideration be given

to include if an AMPS observation was completed in a familiar or unfamiliar

environment in future upgrades of the AMPS software.

62
Future Research

It is recommended that a similar study be completed with a more representative

sample to avoid the sample bias present in this study. In other words, while participants

from the AMPS Project International database may be representative of participants

typically assessed using the AMPS, they may not necessarily be representative of all

persons with bipolar disorder depressed or manic episode, or schizophrenia. Thus, a

follow up study could be conducted where participants are recruited and assessed using

the AMPS regardless, if they were referred to an occupational therapist or not. To

encompass a more diverse and representative sample, participants could be recruited from

health professionals (i.e., psychiatrists, psychologists, social workers, nurses,

psychiatrists, and occupational therapists), in-patient and out-patient mental health

programs, and/or community family physicians. The results gained from a study with a

more representative sample could be interpreted with greater confidence than the results

from this study as the participants would likely be more typical of all persons with

bipolar disorder depressed or manic episode or schizophrenia.

Additionally, similar studies could be completed to determine if ADL motor and

ADL process skill profiles differ among persons with other mental illness such as major

depressive disorder, anxiety disorder, and personality disorder. Knowledge of the

comparisons of ADL motor and ADL process skill profiles among groups with various

mental illnesses would not only provide additional evidence of the validity of the AMPS,

but perhaps lead to clinical recommendations regarding occupational therapy intervention

strategies and/or the need for occupational therapy services.

63
Lastly, it is recommended that future research be completed comparing groups

with specific mental illness to a well group to determine which ADL motor and/or ADL

process skills are more or less maintained by people with a specific mental illness. Again

as above, participants could be recruited from the AMPS Project International database or

from other health professionals. A well group would need to be recruited from outside of

the AMPS Project International database as there are not enough well people in the

database (i.e., more than 200 persons) for such a study (B. Merritt, personal

communication, February 7, 2008). Such evidence could also lead to recommendations

regarding occupational therapy intervention strategies (Cooke et al., 2000; Oakley et al.,

2003 a), as well as serve to educate clients and caregivers about general functional

expectations and signs when a person's mental health may be compromised. Lastly, it is

recommended that future research explore the efficacy of intervention strategies based on

clients' ADL motor and ADL process skill profiles to improve the quality of ADL

performance for people with mental illness, expanding upon the research of Fossey &

Urlic(2001).

64
CHAPTER VI: CONCLUSION

This study represents the first study in which the mean ADL motor and ADL

process ability measures, and the ADL motor and ADL process skill profiles among

groups with bipolar disorder depressed episode, bipolar disorder manic episode, and

schizophrenia were examined. More specifically, it was the first study in which the ADL

motor and ADL process ability measures of persons with bipolar disorder were

examined. The results revealed that the three diagnostic groups demonstrated similar

ADL ability, although the bipolar-manic group demonstrated significantly more difficulty

attending to task performance than the bipolar-depressed group. The findings also

revealed that the ADL motor and ADL process skill hierarchies were stable among the

three diagnostic groups, and this, in turn provides evidence of the validity of the AMPS

for people with bipolar disorder depressed episode, bipolar disorder manic episode, or

schizophrenia. The findings reinforced the idea that when occupational therapists develop

intervention strategies when working with persons with mental illness, they should assess

and address each person's strengths and weaknesses of occupational performance (e.g.,

ADL motor and ADL process skills) to improve the quality of the person's ADL

performance.

65
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