ADVANCE DIRECTIVES AND THE IMPACT OF THE RESIDENT REPRESENTATIVE ON THE ROLE OF SUBSTITUTE DECISIONMAKER

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1 ADVANCE DIRECTIVES AND THE IMPACT OF THE RESIDENT REPRESENTATIVE ON THE ROLE OF SUBSTITUTE DECISIONMAKER

2 FADONA 30 TH ANNIVERSARY CONFERENCE Presented by: Karen L. Goldsmith, J.D. Goldsmith & Grout, P.A offices in Orlando and Jacksonville

3 PRIMER ON ADVANCE DIRECTIVES: State law determines Federal regulations address

4 Several types Living Will Health Care Surrogate Designation Durable Power of Attorney Yellow DNRO

5 May be written or oral Written should be signed with 2 witnesses Surrogate can make decisions, access records, and apply for funding with no more specific authority Oral must be witnessed and should be reduced to writing as soon as practicable Florida Statute 765

6 DPOA must take effect immediately upon signing if signed on or after October 1, 2011 Resident may override if competent to make medical decisions Resident may revoke Even if resident is allowing agent to make decisions, should be given information and allowed to participate

7 Emergency Medical Technicians uniform do not resuscitate order Physician can write do not resuscitate order yellow form not necessary for all purposes It is necessary for EMT s to honor it Details found in Section , Florida Statutes Can be a copy see Rule 64J-2.018(1)(a) Copy should travel with the resident if they leave the facility

8 FEDERAL REGULATIONS NOVEMBER 2016 Emphasis on Person-centered care which is defined as: to focus on the resident as the locus of control and support the resident in making their own choices and having control over their daily lives

9 How does this impact providers? More emphasis on issues such as resident s rights More likely to find related deficiencies such as in administration

10 Some other tags: F 151 the facility must ensure that the resident can exercise [their] rights without interference, coercion, discrimination or reprisal from the facility. Furthermore the resident has the right to be supported in the exercise of their rights F 152 the right to designate a resident representative F 153 the right to access personal and medical records F 490 administration

11 Federal Requirements Definitions: Advance Care Planning basically when you use an advance directive Advance Directive a written instrument recognized under state law relating to provision of health care to an incapacitated person (acknowledges some states have oral as well) CPR any medical intervention to restore circulatory or respiratory function Health care decision-making consent, refusal to consent or withdrawal of consent

12 Applies state law In Florida the incapacity to make medical decisions is not determinative of the inability to make other decisions May be intermittent May change and facility should be aware of the need to reassess

13 Life sustaining treatment Based on reasonable medical judgment Sustains a resident s life and without which the resident will die Medications and mechanical or manual interventions Kidney dialysis and nutrition and hydration specifically mentioned Does not include medications or treatments to alleviate pain or discomfort

14 Policies and Procedures Federal law requires that you have policies and procedures on Advance Directives: Determine on admission whether the resident has an advance directive and if not does he want one Cannot require one System for periodically assessing the resident for capacity

15 Method to invoke substitute decisionmaker when resident incapacitated Method to clarify medical issues and present relevant information to resident or substitute decision-maker Review, identify and clarify resident s condition as part of the comprehensive assessment and care planning process Make adjustments to documents as identified in this process

16 Delineate residents wishes and if they change Identify times when decision-making needs to be reviewed such as change in condition Reviewing the resident s condition and choices and modifying as appropriate

17 Establish methods of documentation and communication with staff as to residents choices Identify situations where the facility and/or the residents physician do not believe they can supply care in accordance with the resident s wishes or advance directives based on conscience

18 Residents must be educated on their rights At admission written information re rights to make treatment decisions written information re resident s right to advance directives Information on legally available advance directives facility s policy re Advance Directives

19 Document and ensure safety of Advance Directives System of storing and retrieving System of locating at time of need System of sending advance directive to hospital or elsewhere resident may receive medical care

20 After admission it is an ongoing process: Integral part of the comprehensive care planning process Must reassess resident s goals and wishes as condition changes Don t overlook mental condition Reevaluate on a routine basis Also when condition changes

21 CPR: Cannot have a facility-wide no cpr policy American Heart Association has guidelines which are amended regularly make sure you have the latest Must have staff trained in cpr

22 Must initiate unless Valid DNRO in place OBVIOUS signs of clinical death Rigor mortis Dependent lividity Decapitation Transection Decomposition

23 Resident representative New right created in the 1916 changes to ROP May create confusion Scope of powers determined by resident Need policy and procedure Need standardized method of documenting

24 DEFINITION: AN INDIVIDUAL CHOSEN BY THE RESIDENT TO ACT ON BEHALF OF THE RESIDENT IN ORDER TO SUPPORT THE RESIDENT IN DEVISIONMAKING; ACCESS MEDICAL, SOCIAL OR OTHER PERSONAL INFORMATION OF THE RESIDENT; MANAGE FINANCIAL MATTERS; OR RECEIVE NOTIFICATIONS

25 In contrast, the CMS definition of a LEGAL REPRESENTATIVE is a person designated and authorized by an advance directive or State law to make a treatment decision for another person in the event the other person becomes unable to make necessary health care decisions

26 A PERSON CAN BE BOTH

27 Right: To designate a resident representative To establish the parameters of what that representative can do To revoke that designation All in accordance with applicable state law

28 The Facility must: Treat the decisions of the resident rep as the decisions of the resident Limit the resident rep s authority to that permitted by the resident Report concerns if think resident rep not acting in the best interests of the resident

29 May be court-appointed Must consider resident s preferences and wishes Resident must be afforded right to participate in care planning to the extent practicable

30 Case Scenario: A resident has identified her daughter as her proxy to make medical decisions. Upon admission to the center she designates her neighbor to receive notifications and to access her medical and financial records. The daughter and the neighbor are at odds. The daughter things the neighbor has been trying to get her mother to rewrite her will to leave a chink of her substantial assets to her

31 DISCUSSION POINTS Can the daughter using her proxy designation to keep the facility from the giving records to the neighbor? What if the resident is confused? What if the resident is so confused that she doesn t understand the rights she gave the resident rep?

32 What if the daughter says that the notifications the facility is sending out include too much medical information? What complications arise if a staff member overhears the neighbor talking to the resident about going to an attorney together?

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