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© 1997 Oxford University Press

research-article

Reported activities of daily living: agreement between elderly subjects with and without dementia and their caregivers

TRULS ØSTBYE1,2,, SUZANNE TYAS1, IAN MCDOWELL4 and JOHN KOVAL1,3

1Department of Epidemiology and Biostatistics, The University of Western Ontario London, ON N6A 5Cl, Canada
2Department of Family Medicine. The University of Western Ontario Canada
3Department of Occupational Therapy. The University of Western Ontario Canada
4Department of Epidemiology and Community Medicine, University of Ottawa Canada

Address correspondence to: Truls Østbye. Fax: (+519) 661 3766; email:ostbye{at}uwo.ca

OBJECTIVE:: to determine how accurately information on disability provided by a caregiver (proxy respondent) reflected the opinion of subjects themselves, and if this agreement varied by severity of dementia or relationship of the caregiver to the subject.

SETTING AND PARTICIPANTS:: the study was based on data from the Canadian Study of Health and Aging, a multicentre study of dementia and health of Canadians age 65 and over. Eight hundred study subjects and their caregivers were independently interviewed regarding the subjects' activities of daily living (ADL).

MEASUREMENTS:: the percentage of subjects who were independent for individual ADL items and the agreement in these reports between subjects and caregivers were investigated using three-level k statistics.

RESULTS:: index subjects with caregivers other than spouses or offspring required more assistance with ADL. The reported percentage of independence decreased with increasing severity of dementia. There was more agreement between self- and proxy-reported level of independence for physical ADL than for instrumental ADL items. Agreement decreased with increasing severity of dementia. Few statistically significant differences were noted between level of agreement and caregiver relationship.

CONCLUSION:: satisfactory levels of agreement on ADL between cognitively normal subjects and their caregivers indicate that proxy respondents are a reasonable source of information on ADL when data collection from the subjects themselves is not feasible. Since agreement decreases as the severity of dementia increases, caregiver reports may be preferred for elderly patients even with mild dementia in order to facilitate longitudinal assessment of ADL ratings as the dementia progresses.

Keywords: activities of daily living, proxy respondent, data collection methods, dementia, caregivers

Received September 18, 1996;
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