Post-discharge home concerns
Entry, bathroom, pathway, lighting, or other physical-home issues need attention as someone transitions home.
For OTs, PTs, care managers & referral partners
Refer a Client for Home Safety Assessments and Modifications
Help your client take the next step toward a safer, easier-to-use home. Refer a specific home modification or ask for a home safety assessment when the household needs a clearer starting point.
Common referral scenarios
When to refer a client to Triangle Home Safety
A daily task has become harder
Door hardware, bathroom support or lighting needs a focused change so the client can keep using familiar spaces.
Family uncertainty
The family sees multiple environmental concerns and needs a prioritized nonclinical home-safety plan.
Follow-up over time
An existing Triangle Home Safety client wants a periodic review as routines, mobility, or household conditions change.
Professional scope & referral boundaries
Home changes we handle, and when another provider can help
Use this guide to see whether your client’s concern fits our services.
| What we handle | Collaborative boundaries |
|---|---|
| Home safety improvements Fixed grab bars, minor entry and threshold changes, secure handrails and lighting improvements within our service scope. | Licensed trades and major remodeling Structural changes, room additions, full renovations and work requiring a licensed electrician or plumber belong with the appropriate trade or remodeling contractor. |
| Nonclinical home safety assessments A room-by-room home review led by a Senior Home Safety Specialist® (SHSS), with a written priority plan. | Clinical evaluation and treatment Medical diagnoses, cognitive or functional evaluations, billing codes and therapeutic treatment plans belong with the client’s qualified clinical team. |
| Clear project quotes We confirm the home conditions and proposed changes, then agree on the project scope and price before work begins. | Emergency response and ongoing care Urgent home repairs, emergency medical needs and continuous caregiving require an appropriate emergency, repair or care provider. |
Based in Apex, NC, we serve Cary, Apex, Raleigh, Morrisville, Holly Springs, Durham & Chapel Hill and nearby Triangle communities within our current service area.
Professional referral FAQs
Home safety modification referral questions for OTs, PTs, and care teams
Answers about client referral details, referring a concern before changes are chosen and who approves the work.
What should I include in a client referral?
Describe the functional task your client needs help with and the modification they have agreed to explore. To help us build an accurate project estimate without asking your client to interpret technical details, please include:
- Product specifics or preferences if a particular type of safety hardware or layout has already been discussed.
- The exact location in the home where the modification is required.
- Photos of the area (with your client’s permission, we can coordinate a way to share these during our follow-up).
Please keep the referral focused on the physical home changes rather than sending full clinical records. We will always confirm on-site conditions in person before finalizing a project quote.
Can I refer a client before the exact home changes are decided?
You can refer a home concern without choosing products or deciding where a change should go in advance. Tell us what the client wants to do more easily and what has prompted the referral.
A Whole Home Safety Assessment may be a useful starting point when several rooms are involved. If the client is mainly concerned about one task, we can discuss that request before they commit to a broader visit.
Who agrees to the work after I submit a referral?
A referral starts a conversation; it does not authorize a visit, purchase or home modification. We confirm the details, price and scheduling with the client or their authorized decision-maker before work is booked.
Your client can decide who joins that conversation. We share information with you or a family member when the client has given permission.