Connecting With Clients, Strategic Partners & The Public

  • This elective class is designed especially for occupational and physical therapists, designers, case managers, real estate agents, and anyone else who wants to take what they learned in the CAPS coursework and explore how to apply it to serve more people, provide more services, make more money, or expand your influence in your community as it relates to providing aging in place services.
  • This 5-hour (half-day), online, real-time, interactive, distance-learning course features live instruction and an opportunity to ask questions and participate during the program.
  • CE credits are provided for AOTA, APTA, NKBA, CAPS, AIBD, and other programs or organizations that allow self-reporting


In registering for this online class, I agree that Steve Hoffacker may record, take occasional screen shots, or use verbal or written comments I may provide to help document and share experiences with others interested in the classes. I agree to be added to his email contact list and to receive emails from him.

Steve Hoffacker intends to conduct the classes as scheduled, but when forces beyond his control intervene, he reserves the right to reschedule those classes. Anyone may request to move their registration to another date without penalty, but there are no refunds provided.


Steve Hoffacker LLC, is an AOTA Approved Provider of professional development. Course approval ID#4540. This distance learning-interactive activity is offered at .5 CEUs, introductory educational level for Category One, Occupational Therapy Service Delivery. The assignment of AOTA CEUs does not imply endorsement of specific course content, products, or clinical procedures by AOTA.

This half-day (0.5 CEUs and 5 Contact Hours) elective class of original material by Master CAPS Instructor and AOTA Approved Provider Steve Hoffacker was inspired by and created to address the needs of occupational therapists as an introductory level class in Contemporary Issues & Trends for Category One, Occupational Therapy Service Delivery as you explore opportunities to leverage your CAPS training and provide non-clinical services in the home and community environments and to make money while doing so

This course also is appropriate for physical therapists, consultants, interior designers, real estate agents, case managers, and others interested in providing a safe and comfortable home living environment for the public

The prerequisite for this course is completing the CAPS designation program. While it can be taken by non-CAPS professionals as well, there are some references to the CAPS material that would be helpful to understand.

This is being offered as a Zoom, synchronous, interactive, distance learning, live class with PowerPoint and is not self-paced or pre-recorded.

This is not a required class for any designation but a continuing education course providing 5 hours for people who self-report their hours. Presently, the CEU hours count for AOTA, APTA, NAHB, AIBD, and NKBA designations, and possibly others.

The class was prepared especially for occupational and physical therapists and other non-contractors to provide an answer to the question that many people have when they take the classes, or even as they are considering taking them, and that is how do you make money after you become a CAPS? What are appropriate services to offer to the marketplace that people want and how can you price them?

Clearly, anyone in construction can find projects to complete, but occupational and physical therapists, designers, social workers, consultants, real estate agents, case managers, and others who aren’t in construction or don’t offer a product for sale may be wondering how they can find enough work to justify a full-time commitment and make a livelihood. Products and companies are not mentioned except as possible solutions or resources for specific situations. Regardless, Steve receives no compensation or endorsement from any of the brand names or companies mentioned.

As Steve discusses, you can continue in your present role, but you will hear about many opportunities for creating a new venture that can be very profitable for you. This class is not limited to any particular occupation or country, but there is a major emphasis on the role of occupational therapists in providing aging in place services. Since this is a new direction for clinical occupational therapists, the material is considered introductory in nature but extremely relatable and valuable.

This course builds upon the CAPS information and identifies specific opportunities, pricing models, assessment strategies, and marketing suggestions for starting or expanding an aging in place business, including creating strategic or referring relationships.

Specifically, by the end of the program, you will be able to:

  • List 5 different types (out of a total of 12) of non-clinical evaluation and assessment services you can provide to your clients in their home and community and discuss which 2 seem personally best for you to use initially
  • Identify the 2 major approaches to evaluations/assessments and name the 2 typical ways they are conducted
  • Discuss 3 specific ways you can use these assessment tools to improve the quality of life of your clients
  • Recall 5 different ways to create an effective business opportunity by taking your knowledge, skills, and passion into the marketplace to work with people and provide beneficial solutions for them
  • Describe 2 specific methods to bill for your services and articulate appropriate fees to charge
  • Discover how to connect with other professionals in your marketplace that can help you serve your clients and be an effective CAPS professional or entrepreneur
  • Identify 2 underutilized programs in your marketplace you can employ to connect effectively with people who can use your services
  • Explain the market demand for providing non-clinical OT services to help people relate effectively to their environment

The agenda followed for this program is:

  • Section I Introduction To Content (9:00-9:10)
  • Section II Beginning Where You Are (9:10-10:15)
  • Section III Conducting Assessments & Audits (10:25-12:15)
  • Section IV Aging In Place Services (12:30-1:15)
  • Section V Community Support (1:20-2:10)
  • Questions / Post-Course Evaluation (2:10-2:30)

Successful completion of the course is attendance for the entire event, participation in the activities and discussion, having an active camera, and obtaining a 70% passing score on the in-class knowledge/skill check questions.

Anyone requiring special considerations or accommodations to attend the classes for vision, hearing, or comprehension speed should contact Steve prior to the class or use the accessibility widget on the site.

In order to keep the format of the classes interactive and to be able to answer everyone’s questions, class sizes will be kept small and registration may be closed once the optimal class size has been reached. There are several additional offerings of this class, however.