More detail
The bathroom typically gets the most assessment time because it is the highest-injury room in the home for adults over 65. The contractor checks current grab-bar placement (or absence), tub or shower entry conditions, flooring slip-resistance, toilet height and clearances, and the night-walking path from bedroom to bathroom.
The deliverable is a written, prioritized recommendation list — not a quote yet. The list separates urgent items (where injury risk is real now) from near-term items (where risk grows over the next 1-3 years) from optional items (universal-design overlay that makes sense if budget permits). The homeowner uses the list to decide scope before the contractor produces a quote.
If the patient has an occupational therapist or physical therapist involved, the contractor coordinates with them directly. Most CAPS-certified pros prefer this — the OT brings the clinical specifics, the contractor brings the construction practicality, and the combined recommendation is materially better than either alone.