How to Assess Balance in a Patient
Use the Berg Balance Scale, Timed Up and Go test, or 4-Stage Balance Test as your primary standardized assessment tools, selecting based on the clinical context and time available.
Rapid Screening Tests (Under 5 Minutes)
Timed Up and Go (TUG)
- Instruct the patient to rise from a chair, walk 3 meters, turn around, walk back, and sit down 1
- A time ≥12 seconds indicates increased fall risk 1
- This test is the simplest and most reliable quick assessment, taking less than 5 minutes 1, 2
- It quantifies more than straight walking by including sit-to-stand transitions and turning 1
4-Stage Balance Test
- Progress through 4 increasingly difficult standing positions, each held for 10 seconds 1:
- Feet side by side
- Instep of one foot touching the big toe of the other foot (semi-tandem)
- Tandem stance (heel-to-toe, one foot directly in front of the other)
- Single-leg stance
- Stop the test if the patient cannot maintain position without moving feet or requiring support 1
- Inability to hold tandem stand for 10 seconds indicates increased fall risk 1
Single-Leg Stance Test
- Have the patient stand on one leg with eyes open, then repeat with eyes closed 1, 3
- The non-dominant leg should be held at approximately 30 degrees hip flexion and 45 degrees knee flexion 1
- Maintain for 20 seconds with hands on hips 1
- This test is widely used (79.1% of physical therapists use it regularly) and serves as a good predictor of falls 2, 3
Comprehensive Balance Assessment (15-20 Minutes)
Berg Balance Scale
- This 14-item criterion-based assessment evaluates both static and dynamic balance 1
- Each item is scored 0-4, with total scores ranging from 0-56 1
- Interpretation 1:
- 41-56: Independent
- 21-40: Walking with assistance required
- 0-20: Wheelchair-bound
- Tasks include position changes, transfers, standing balance tests, reaching, turning 360°, and retrieving objects from the floor 1
- This scale is widely used across multiple clinical settings and has excellent reliability 1, 2
Functional Reach Test
- Single-item test measuring how far a patient can reach forward while standing 1
- Takes less than 5 minutes and has normative data available for comparison 1
Additional Functional Tests
30-Second Chair Stand
- Patient crosses arms over opposite shoulders, keeps feet flat, and stands/sits as many times as possible in 30 seconds 1
- Age and sex-specific cutoffs identify below-average performance 1
- For example, men aged 60-64 scoring <14 or women <12 are below average 1
Walking Speed Assessment
- Measure speed over 5 or 10 meters 1
- Interpretation 1:
- <0.4 m/s: Household ambulation only
- 0.4-0.8 m/s: Limited community ambulation
0.8 m/s: Community ambulation
Context-Specific Considerations
For Concussion/Sports Medicine
- Use the balance examination component of the SCAT assessment with three 20-second trials 1:
- Feet together, eyes closed
- Single-leg stance (non-dominant foot), eyes closed
- Tandem stance (non-dominant foot back), eyes closed
- Count the number of times the patient moves out of position 1
For Stroke Patients
- The Berg Balance Scale remains the primary tool 1
- Consider the Activities-Specific Balance Confidence Scale (16 questions, 20 minutes) to assess balance confidence during routine activities 1
- Scores range 0-100, with higher scores indicating greater confidence 1
For Cardiac Rehabilitation Patients
- Use the assessment tools to identify frailty and fall risk as part of comprehensive rehabilitation 1
- Combine balance testing with strength assessment (1-repetition maximum testing) 1
Critical Red Flags Requiring Urgent Evaluation
If balance impairment presents acutely with any of the following, immediate neuroimaging is required 4:
- Vertical diplopia, head tilt, or subjective visual tilt
- New nystagmus or ocular motor abnormalities
- Ataxia, dysmetria, or limb incoordination
- Associated vertigo, nausea, or vomiting
- New weakness, sensory changes, or dysarthria
Common Pitfalls to Avoid
- Do not rely on a single test—the Tinetti test, while widely used in older adults, is quite approximate and less reliable than other options 2
- Ensure proper footwear removal and adequate space for accurate testing 1
- Test reliability improves when using the best result of multiple attempts rather than the mean 5
- Eyes-open testing has better reliability than eyes-closed testing 5
- Remember that many standardized measures have ceiling effects in high-functioning individuals—consider single-leg stance protocols for these populations 6