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Aging Home Lab

How do you separate assessment and construction roles in a home adaptation?

Author: Aging Home Lab · Editorial team · Updated: 2026-10-06

Who this guide helps

Households coordinating several professionals

The short answer

Ask each provider what they are qualified and contracted to do. Functional assessment, clinical advice, design, building work and product supply are distinct services.

Practical workflow

Map the desired task and identify the proposed provider for each stage. Ask how findings are shared with consent and who checks technical feasibility. Request qualifications and relevant licensing verification where applicable. Keep health information limited to what each provider needs.

What a useful handoff looks like

Create a responsibility table for recommendations, drawings, permits where required, installation and handover. Ask what happens if a proposed design cannot be built. Confirm who coordinates revisions and who pays for additional review.

Mistakes to avoid

Do not assume a contractor can provide clinical recommendations or that an assessment professional approves every structural detail. Credentials and scope must be checked locally.

Working example: fields to record

FieldIllustrative entry — replace with your own facts
Service roleAssessment or construction
Information boundaryConsent-based sharing only
Design questionQualified review of feasibility

Add your own entries; the example is illustrative. Keep sensitive information private.

Download the blank worksheet

Sources & further checks

Official references are starting points for further checks, not approval of a specific case, product or project.

Editorial note

AI-assisted editorial guidance; not expert certification.

Original editorial guidance. Examples are illustrative, not client cases, measured outcomes or promised services.

Legal and health-related decisions require appropriately qualified local professionals. This site is an independent editorial resource, not a law firm or medical provider.