Clarify the purpose of the appointment
The assessment may be for a specific activity, a wider home review or a funding request. Ask the therapist what the appointment covers and what information will help. Funding programs may have their own evidence requirements.
Prepare examples from ordinary routines
Describe what happens when entering, showering, using the toilet, cooking or moving to bed. The person's priorities and the equipment they use are important. Avoid preparing only an idealised empty room for the visit.
Explain the home and household
Discuss who lives there, who provides assistance and whether the property is owned, rented or shared. Tell the therapist about planned renovations or changes that could affect a recommendation.
Understand the difference between recommendation and construction
An OT report addresses functional needs. A builder investigates structure, services, floor levels and how work can be delivered. Engineering, design or certification input may also be needed for particular work.
Check which document should be quoted
Ask whether the report is preliminary, ready for building input or part of an approved funded scope. Keep version details clear so contractors do not price different arrangements. A quote is not itself a funding decision.
Share reports through an agreed process
The initial website enquiry only needs a short project outline and confirmation that a report exists. Do not send medical history through an open message field. Agree a suitable method if detailed documents are required later.
Ask about later review
Establish who should review a changed design and what should happen after the work is complete. Construction handover and clinical review have different purposes.