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Table 2 Theoretical underpinning of self-care assessment tools

From: Tools for measuring individual self-care capability: a scoping review

Tool

Year

Items

Theoretical underpinning

PULSES [37]

1957

6

Unspecified

Barthel Index (BI) [38]

1958

10

Unspecified

Rapid Disability Rating Scale [39]

1967

16

Unspecified

Physical & Mental Impairment of Function Evaluation (PAMIE) [40]

1972

77

Self-Care of Chronic Illness Theory

Kenny Self-Care Evaluation (KSCE) [41]

1973

85

Unspecified

McMaster Health Index Questionnaire (MHIQ) [42]

1976

59

Unspecified

Social Functioning Schedule (SFS) Semi structured interview [25]

1979

121

Unspecified- previous work with interview formats used for content of schedule

Exercise of Self-Care Agency scale (ESCA) [44]

1979

43

Orem's theory of self-care

Denyes Self- Care Practice Instrument (DSCPI-90) [45]

1980

18

Orem's theory of self-care

Denyes Self-Care Agency Instrument (DSCAI-90) [46]

1980

34

Orem's theory of self-care

Modified Barthel Index (MBI) [47]

1981

15

Item Response Theory (IRT)

Functional Status Rating System (FSRS) [48]

1981

30

Unspecified- based on method developed by the Hospitalization Utilization Project of Pennsylvania (HUP)

Perceived Self-Care Agency Questionnaire (PSCAQ) [49]

1981

53

Orem's theory of self-care

Rapid Disability Rating Scale (RDRS-2) [51]

1982

18

Unspecified- Successor of RDRS-1967

Performance Assessment of Self-Care Skills (PASS) [52]

1984

26

Unspecified- but combines two conceptual foundations of assessment: interactive assessment & graduated prompting

Functional Independence Measure (FIM) [53]

1987

18

Unspecified

Self-as-Carer Inventory (SCI) [54, 55]

1988

40

Orem's theory of self-care

Appraisal of Self-Care Agency Scale–version A (ASA-A) [31]

1991

24

Orem’s theory of self-care

Short-Form Health Survey (SF-36) [56]

1992

36

Unspecified

EuroQol EQ-5D Quality of Life Scale [34]

1993

5

Unspecified

Health Promoting Lifestyle Profile II (HPLP II) [57]

1966

52

Pender’s Health Promotion Model

Strategies Used by People to Promote Health (SUPPH) [58]

1996

29

Self-efficacy theory

Self-Care Ability Scale for the Elderly (SASE) [59]

1996

53

Pörn’s theory of health and adaptedness

Quality of Well-Being Scale (QWB) [60]

1996

71

The General Health Policy Model

Lorensen’s Self-care Capability Scale (LSCS) [27, 28]

1998

56

Orem's theory of self-care

Patient Activation Measure (PAM) [61]

2004

22

Consumer driven health care & Chronic Illness Care Model

Patient Activation Measure (PAM)-13 [19]

2005

13

Consumer driven health care & Chronic Illness Care Model

Self-Care of Home-Dwelling Elderly (SCHDE) [30]

2007

82

Middle-range theory of self-care in home-dwelling elderly

Therapeutic Self-Care (TSC) [62]

2014

12

Unspecified

Self-Management Screening (SeMaS) [32]

2015

27

Unspecified- Derived from validated questionnaires

Appraisal of Self-Care Agency Scale – Revised (ASA-R) [29]

2017

15

Orem's theory of self-care

Mindful Self-Care Scale (MSCS) [63]

2018

42

Attuned representational model of self (ARMS)

Self-Care of Chronic Illness Inventory (SCCII) [36]

2018

10

The Middle Range Theory of Self-Care of Chronic Illness

Consumer Health Activation Index (CHAI) [64]

2018

10

Centred on activation

Making it CLEAR (MiC) questionnaire [26]

2021

34

Centred on resilience

Self-Care Activities Screening Scale (SASS-14) [35]

2021

14

Seven Pillars of Self-Care framework

Self-Care Self-Efficacy (SCSE) Scale [65]

2021

10

Middle Range Theory of Self-care of Chronic Illness

Self-Care Inventory – Patient Version [33]

2022

20

Self-care of Chronic Illness Theory