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Volume 89, Issue 6, Pages 1046-1053 (June 2008)


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An Exploratory Analysis of Functional Staging Using an Item Response Theory Approach

Wei Tao, PhDa, Stephen M. Haley, PhD, PTaCorresponding Author Informationemail address, Wendy J. Coster, PhD, OTRb, Pengsheng Ni, MD, MPHa, Alan M. Jette, PhD, PTa

Abstract 

Tao W, Haley SM, Coster WJ, Ni P, Jette AM. An exploratory analysis of functional staging using an item response theory approach.

Objectives

To develop and explore the feasibility of a functional staging system (defined as the process of assigning subjects, according to predetermined standards, into a set of hierarchic levels with regard to their functioning performance in mobility, daily activities, and cognitive skills) based on item response theory (IRT) methods using short forms of the Activity Measure for Post-Acute Care (AM-PAC) and to compare the criterion validity and sensitivity of the IRT-based staging system to a non–IRT-based staging system developed for the FIM instrument.

Design

Prospective, longitudinal cohort study of patients interviewed at hospital discharge and 1, 6, and 12 months after inpatient rehabilitation.

Setting

Follow-up interviews conducted in patients' homes.

Participants

Convenience sample of 516 patients (47% men; sample mean age, 68.3y) at baseline (retention at the final follow-up, 65%) with neurologic, lower-extremity orthopedic, or complex medical conditions.

Interventions

Not applicable.

Main Outcome Measures

AM-PAC basic mobility, daily activity, and applied cognitive activity stages; FIM executive control, mobility, activities of daily living, and sphincter stages. Stages refer to the hierarchic levels assigned to patients' functioning performances.

Results

We were able to define IRT-based staging definitions and create meaningful cut scores based on the 3 AM-PAC short forms. The IRT stages correlated as well or better to the criterion items than the FIM stages. Both the IRT-based stages and the FIM stages were sensitive to changes throughout the 6-month follow-up period. The FIM stages were more sensitive in detecting changes between baseline and 1-month follow-up visits. The AM-PAC stages were more discriminant in the follow-up visits.

Conclusions

An IRT-based staging approach appeared feasible and effective in classifying patients throughout long-term follow-up. Although these stages were developed from short forms, this staging methodology could also be applied to improve the meaning of scores generated from IRT-based computerized adaptive testing in future work.

a Health and Disability Research Institute, School of Public Health, Boston University Medical Center, Boston, MA

b Department of Occupational Therapy and Rehabilitation Counseling, Sargent College of Health and Rehabilitation Sciences, Boston University, Boston, MA.

Corresponding Author InformationReprint requests to Stephen M. Haley, PhD, PT, Health and Disability Research Institute, Boston University School of Public Health, Boston University Medical Center, 580 Harrison Ave, 4th Fl, Boston, MA 02118-2639

 Supported by the National Institute of Disability and Rehabilitation Research, U.S. Department of Education (grant no. H133B990005); National Institute of Child Health and Human Development and the Agency for Healthcare Research and Quality (grant no. R01 HD043568); and an Independent Scientist Award (grant no. K02 HD45354-01).

 A commercial party having a direct financial interest in the results of the research supporting this article has conferred or will confer a financial benefit upon the author or one or more of the authors. Haley and Jette have a stock interest in CRE Care, which distributes the Activity Measure for Post-Acute Care products.

PII: S0003-9993(08)00205-0

doi:10.1016/j.apmr.2007.11.036


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