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Wheelchair Assessment

Michelle Lange, OTR/L, ATP/SMS

November 22, 2021

Question

What is typically included in a wheelchair assessment?  

Answer

Assessment is typically done with a wheelchair supplier and a clinician. The clinician looks at the clinical and functional aspects of the wheelchair, but the wheelchair supplier knows the equipment well and can match specific client parameters to product features.

Lightweight, ultra-lightweight, pediatric, and bariatric manual chairs are considered complex rehab equipment. Complex rehab equipment is typically recommended by someone with a specific credential, ATP, or Assistive Technology Professional. This is a certification from RESNA, the Rehabilitation Engineering and Assistive Technology Society of North America. Depending on the funding source, a person must have an ATP certification to recommend complex rehab-level chairs.

Some suppliers and clinicians may also have an additional certification called the SMS, Seating, and Mobility Specialist. The ATP is a more general assistive technology examination, whereas the Seating and Mobility Specialist certification is an extra layer of expertise in this area. When we are assessing, the supplier must have adequate experience, including an ATP certification.

Considerations include:

  • Strength, range of motion, muscle tone, and orthopedic status
  • Cardiopulmonary status and fatigue
  • Potential for change in function or size
  • Positioning needs
  • Environmental needs


We need to look at the client's strength, range of motion, muscle tone, and the orthopedic status during the assessment. These areas are going to dictate their seating system needs and their ability to self-propel. This does not mean that you need to spend hours on standardized testing. You need to look at the client's strength and range of motion that are required to self-propel a manual wheelchair. The client's muscle tone and orthopedic status are also going to impact seating. 

Cardiopulmonary status is another area to assess as this person might experience difficulty during self-propulsion if their heart rate goes up or their fatigue is excessive. There are some clients out there who absolutely could self-propel a manual chair. However, due to the cardiopulmonary cost, they need power mobility.

We also need to keep in mind the potential for change in functional abilities or size. If the client has a progressive condition, we need to decide if a self-propelling manual chair is appropriate. It might suit their needs now, but it may not after some years. Size changes are certainly expected in the pediatric population, but adults change in size as well.

Positioning in the manual wheelchair is incredibly important. If someone is not positioned well, they will not be able to propel the manual wheelchair very well.

Finally, we need to look at the environment. What type of environment is this person in most of the day? Do they live on smooth linoleum or shag carpets? What are their community needs?


michelle lange

Michelle Lange, OTR/L, ATP/SMS

Michelle Lange is an occupational therapist with over 38 years of experience and has been in private practice, Access to Independence, for over 19 years, where she currently focuses on education and consultation. She is a well-respected lecturer, both nationally and internationally, and has authored numerous texts, chapters, and articles. She is the co-editor of Seating and Wheeled Mobility: a clinical resource guide (1st & 2nd eds). Michelle is a RESNA Fellow and a RESNA-certified ATP and SMS. She is also a member of the Clinician Task Force. 


Related Courses

Wheelchair Positioning: Postural Care
Presented by Michelle Lange, OTR, ABDA, ATP/SMS
Recorded Webinar

Presenter

Michelle Lange, OTR, ABDA, ATP/SMS
Course: #3596Level: Advanced1 Hour
  'Knowledge imparted'   Read Reviews
The goals of wheelchair seating include managing posture and pressure as well as providing stability for function. Postural care addresses positioning outside of the wheelchair, particularly during sleep, and can be used to improve the quality and duration of sleep, promote health and maintain safety during sleep, as well as to minimize, prevent and even reverse orthopedic changes.

Dynamic Seating
Presented by Michelle Lange, OTR, ABDA, ATP/SMS
Recorded Webinar

Presenter

Michelle Lange, OTR, ABDA, ATP/SMS
Course: #3093Level: Intermediate1 Hour
  'It taught me about a lot of the options that are available here in the US and the pros and cons of the different items'   Read Reviews
Dynamic seating has four primary functions – to allow movement, to diffuse force, to protect the client, and to protect the seating system and mounting hardware. This course will take a look at the product options, discuss clinical indicators and contra-indicators for dynamic components and present case studies to illustrate these points.

Positioning the Head
Presented by Michelle Lange, OTR, ABDA, ATP/SMS
Recorded Webinar

Presenter

Michelle Lange, OTR, ABDA, ATP/SMS
Course: #3098Level: Intermediate2 Hours
  'Good info that covered a variety of topics'   Read Reviews
This course will discuss various strategies to optimize head position. First, we will explore strategies beyond the head support, including specific positioning interventions and addressing visual issues. Second, we will explore posterior head supports in depth, matching specific features to client needs. Third, we will explore other options which may be required if posterior support alone is inadequate, including anterior head support.

Wheelchair Mobility: Optimizing Driving in Power Wheelchairs
Presented by Michelle Lange, OTR, ABDA, ATP/SMS
Recorded Webinar

Presenter

Michelle Lange, OTR, ABDA, ATP/SMS
Course: #3622Level: Advanced1 Hour
  'Clear explenanation of different types of power wheelchair configurations'   Read Reviews
Power wheelchair evaluation determines appropriateness for power wheelchair use and then determines the optimal power wheelchair base, power seating, driving method and other needed components. Optimizing power wheelchair driving is critical to improve outcomes and includes choosing the best drive wheel configuration, utilizing tracking technologies, and programming.

Positioning the Pelvis
Presented by Michelle Lange, OTR, ABDA, ATP/SMS
Recorded Webinar

Presenter

Michelle Lange, OTR, ABDA, ATP/SMS
Course: #3157Level: Intermediate1 Hour
  'Easy to follow'   Read Reviews
The position of the pelvis very much determines the position of the trunk and lower extremities and so achieving and maintaining the optimal position is critical. This course will present common pelvic asymmetries with suggested strategies to address each challenge. Providing as neutral a pelvic position as possible improves overall posture, stability and function.