FOR REFERRAL PROFESSIONALS
Your OT Home Assessment Referral Partner in Central Indiana
When a client can only stay home if the home becomes safer, an OT home assessment referral to Living Well gives them a licensed occupational therapist who responds quickly and follows through. I work with hospital social workers, discharge planners, rehab teams, waiver case managers, and in-home care agencies across Hamilton, Marion, Boone, and Hendricks counties.

How I Support Your Clients
Hospital Social Workers and Discharge Planners
Patients going home with new mobility limits need a home that’s ready. I schedule quickly so families can make urgent changes around the discharge date.
Rehab Facility Teams
I carry your therapy goals into the home environment, checking whether the bathroom, entry, and bedroom will support what your patient practiced in rehab.
Indiana Medicaid Waiver Case Managers
I’ve completed waiver home modification assessments since 2023 and deliver thorough documentation that meets state standards.
In-Home Care and Waiver Service Agencies
Modifications that keep clients home longer also protect your caregiving staff from lifting and transfer injuries. I look at how your aides provide care, not only at how the client moves.
A Referral You Can Make with Confidence
Your reputation goes with every referral. You’ll send families to one consistent professional instead of a rotating staff. I’m independent, so I never push products or installations, and families receive a written plan they can act on with any vendor.
How to Refer a Client
Choose whichever method is easiest for you:
Call (317) 548-6500 to talk with me directly
Submit the contact form and select “Client/referral” under who the assessment is for
What to Include in Your Referral
Client’s name, city, and best contact person
Primary diagnoses and current mobility equipment
Payment source: waiver, Medicare or insurance, or private pay
Main concerns, recent falls, or an upcoming discharge date
Your name and contact information for follow-up
To protect your client’s privacy, please keep form and email messages to basic details and share health information by phone.
Community Resources
These organizations help central Indiana families with fall prevention and with paying for home modifications.
Hoosier Falls Prevention Coalition
An Indiana coalition dedicated to fall prevention education and awareness, and a helpful place to learn more about keeping older adults safe.
Home Modification Funding Resource
Information on programs that may help families pay for recommended home modifications.
Trusted Vendors and Partners
This list will grow as I build relationships with local vendors and organizations that share my commitment to safe, independent living.
Interested in Partnering?
If your organization serves people who want to stay safely at home, let’s talk about how we can support each other’s clients and share resources.
Referral FAQs
How quickly will you contact a referred client?
I reach out personally and promptly, because delays are often what families have struggled with most. Referrals are a priority in my schedule.
Do you coordinate with the client’s care team?
Yes. With the client’s permission, I’m happy to communicate with case managers, therapists, and agency staff so everyone works from the same plan.
Can you assess clients who aren’t on a Medicaid waiver?
Yes. I serve private-pay clients and can walk families through Medicare and insurance questions when they’re unsure how the assessment will be paid for.
Have a Client Who Needs a Safer Home?
One call is all it takes to get the process started.
