Connecting With Clients, Family & The Public

  • This elective class is designed especially for occupational and physical therapists, designers, case managers, real estate agents, home stagers, ergonomists, social workers, move managers, remodelers, and anyone else who wants to take what they learned in the CAPS coursework and provide a safer, better organized, and more effective living environment for people as they age in place and to understand their needs and requirements more fully.
  • This 6-hour, online, real-time, interactive, distance-learning course features live instruction and an opportunity to ask questions, engage, 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 pending. This distance learning-interactive activity is offered at .6 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 (0.6 CEUs and 6 Contact Hours) elective class of original material by Master CAPS Instructor and AOTA Approved Provider Steve Hoffacker was inspired by the need for CAPS professionals, and especially therapists, to measure, interpret, understand, and use information about someone’s abilities or that of their living space

This class is specifically intended 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 for the residents and their families, regardless of their abilities or the nature of their dwelling.

This course also is appropriate for physical therapists, consultants, interior designers, real estate agents, case managers, move managers, family members, and others interested in understanding someone’s abilities and providing a safe and comfortable home living environment for the public.

There is no prerequisite for this course, but completing the CAPS designation program is recommended. 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 live Zoom, synchronous, interactive, distance learning 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 6 hours for people who track and self-report their hours. Presently, the CEU hours count for AOTA, APTA, NAHB/CAPS, AIBD, and NKBA designations, and possibly others.

The class was prepared especially for occupational and physical therapists as well as design professionals, remodelers, and others committed to understand the needs of their clients as they relate to their environmental context.

Steve receives no compensation from any of the brand names or companies mentioned or referenced and has no financial interest in any outside organizations.

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 such as the ones described in this course. Since this is a new direction for clinical occupational therapists, the material is considered introductory in nature but extremely relatable and valuable.

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

  • Describe the best method for understanding the client’s physical space and explain why you prefer that method
  • Select a technique for evaluating the client’s needs or abilities that you would like to use and discuss why

Identify the chief concerns in gaining client cooperation in conducting evaluations

  • Compare evaluations that use observations, interviewing, schedules, and scaling
  • State the precautions and materials you need to have in place before beginning an assessment or review program
  • Explain when you would use a home evaluation and when a needs assessment would be advisable
  • Contrast physical evaluations with performance reviews in the home setting 
  • Illustrate effective techniques for gathering information regardless of the evaluation’s purpose
  • Relate how you can use assessments as a business service as a standalone or in conjunction with other programs you may offer
  • 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.

Additional information

Are you an alumni of any of Steve’s CAPS, Universal Design or Other Classes?

Yes, No