Abstract
ObjectivesTo evaluate application of the Barthel Index (BI) in assessing basic activities of daily living (ADL) of patients with dementia using Rasch analysis.DesignA multi-country cross-sectional study.Setting and ParticipantsNineteen long-term care facilities located in China, Japan, South Korea, and Thailand. A total of 644 patients with dementia were included.MethodsUnidimensionality, global and item fit, local dependence, person-item targeting, threshold disordering, and differential item functioning (DIF) were examined. Negative correlations between scores for DIF items and Neuropsychiatric Inventory Nursing Home version (NPI-NH) were evaluated.ResultsItem reliability (1.0) and person reliability (.88) were acceptable. The Rasch dimension explained 72.9% of the variance (Eigenvalue = 27), while the first contrast explained 6.6% (Eigenvalue = 2.4). The “mobility” was misfitting to the Rasch model (infit mean square = 1.86). The overall difficulty of the BI exceeded patients’ ability (person location = −2.27 logits). The “stairs climbing” and “mobility” showed narrow category thresholds (< 1.4 logits). The location of “controlling bladder” and “toilet use” overlapped. Removing “stairs climbing”, collapsing categories with narrow threshold widths in “mobility”, and combining “controlling bowel” and “controlling bladder” into one item, improved unidimensionality, and item fit of the scale. Only three items (“grooming”, “dressing”, and “toilet use”) were free from DIF across countries. The scores for “feeding” were negatively related to scores for “disinhibition” (r = −0.46, P < 0.01), and scores for “controlling bowel” were negatively related to scores for “disinhibition” (r = −0.44, P < 0.01), “agitation” (r = −0.32, P < 0.05), and “aggression” (r = −0.27, P < 0.01) in Japanese samples.Conclusions and ImplicationsThe performance of the BI for assessing patients with dementia might be compromised by misfit items, person–item mistargeting, measurement gaps, redundant items, narrow threshold width, and item bias. Mobility ability might not be helpful for determining capability of basic ADL in the patients. Comparisons of BI scores between countries should be undertaken with caution due to item bias. Neuropsychiatric symptoms might interact with basic ADL abilities of the patients. We will not suggest using the instrument in patients with dementia, without future refining to improve its performance.
Highlights
Progressive decline in the ability to perform activities of daily living (ADL) and subsequent loss of independence are the defining features and most severe characteristics of dementia [1,2,3]
One strength of the current study is that, by using Rasch analysis, a rigorous technique focusing on individual items, we evaluated the application of the Barthel Index (BI) for assessing the patients and provided suggestions for future refining of the instrument in assessing basic ADL in patients with dementia
Using Rasch analysis, the current study revealed that the utility of the BI for assessing basic ADL in patients with dementia is compromised by person–item mistargeting, measurement gaps, redundant items, narrow threshold width, and item bias
Summary
Progressive decline in the ability to perform activities of daily living (ADL) and subsequent loss of independence are the defining features and most severe characteristics of dementia [1,2,3]. Assessment of ADL is important when measuring disease severity [4], evaluating interventions, and determining care needs [5] in patients with dementia. There is currently no general consensus regarding instruments for ADL evaluation in patients with dementia [1, 6]. Some instruments have been designed to assess ADL in patients with dementia [7,8,9], time-consuming and incomplete validation restrict their use in clinical practice or epidemiological studies [1, 10]. Similar to other ADL instruments, the items of the BI possess a hierarchy of difficulty and yield ordinal intervals between adjacent scores [13]. The BI has been validated and is used globally, empirical evidence for its validity for assessing patients with dementia is scarce
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