The Bazelon Center for Mental Health Law


 

 


Directions for Using the Advance Psychiatric Directive Forms

If you are reading this online, print or download the sections you plan to use.

* You will need the free Acrobat Reader to view and print the PDF file.

I. How to Fill Out the Forms

  1. Read each section carefully.
  2. Choose which sections you wish to use. Sections I and VI are required. If you aren't sure whether or not you want to use section II, appointing an agent, find out if your state's law requires an agent for mental health decisionmaking. Your state protection and advocacy agency may be able to tell you. Sections III, IV and V are optional and cover the substance of your instructions.
  3. If you decide to appoint an agent, make sure he or she understands your wishes and is willing to take the responsibility. Your agent and alternate agent(s) should sign the form to show acceptance of the responsibility.
  4. Talk over your choices with your treating providers and your case manager.
  5. Fill in only the choices you want in sections III, IV and V. Your advance directive should be valid for whatever part(s) you fill in, as long as it's properly signed. You may cross out and/or write in words or sentences (or rewrite, if you are editing the document on a computer).
  6. To indicate which choices you want, put your initials in the blank at the beginning of a statement. If you do not want a statement to be true, leave the blank empty
  7. Add any special instructions in the spaces provided. Be sure you also put your initials in the blank at the beginning of that segment to make your choices valid. You can write additional instructions or comments on a separate sheet of paper, but be sure to write on the form that there are additional pages.
  8. Complete the checklist attached to section I to show at a glance what your advance directive covers.
  9. Assemble the completed sections, renumber the pages and sign section VI before two witnesses (see the list on the signature page of people who cannot be your witness). Some states may require a notary's signature as well; if you are not sure, it's best to have the document notarized.
  10. Have copies made and give them to your doctor(s), the individual(s) you have appointed to make mental health care decisions for you, your family and anyone else who might be involved in your care. Explain your choices to each of them

II. Frequently Asked Questions

Can I change my mind?

You can revise your advance directive at any time unless you have been declared legally incompetent. However, state laws vary about whether you may revoke your advance directive or overrule your own agent after becoming incapacitated. Part V spells out some options describing when you want to be able to revoke, suspend or end this advance directive. A lawyer can explain your state's law in this regard. (Note that only a few states have any specific law on this. As of 1997, Alaska, Hawaii, Illinois, Maine, Minnesota, North Carolina, Oklahoma, Oregon, South Dakota, Utah and West Virginia do.)

Should I see a mental health professional before signing an advance directive?

For your advance directive to be valid, you must be legally competent when you sign it. To protect yourself against any claim that you were not competent when you signed your advance directive, you can ask a mental health professional to conduct a mental status exam and note in your medical record file that you were of sound mind at the time. Ask for a signed copy of this note, and attach it to your advance directive. This is not absolutely necessary, but it can head off future challenges.

What to do when you are finished

You want your advance directive to be an active part of your medical record. It is a good idea to discuss your choices with your case manager and treating providers. Your advance directive is more likely to be remembered and followed if you have told them about it and explained to them the choices you made, and why.

When will my advance directive take effect?

Your advance directive will become active, under most states' laws, when a doctor, usually your treating physician, determines that you are not capable of making health care decisions on your own behalf.

Who should have copies?

Your treating professionals should have copies of your advance directive. Your agent, if you appoint one, and each alternate agent you name should have a copy. Also consider giving copies to family members, close friends, the hospitals or programs where you might be taken in an emergency, your managed care firm (if you have one) and your other service providers. If you make changes, be sure to let everyone who has a copy know. For this reason, you'll want to keep track of who has copies; a form for doing this is attached to the signature page.

If you travel, be sure to take a copy with you. And keep the original in an easily accessible place.

How will anyone know I have an advance directive?

A form that advises physicians and others of your advance directive appears below. It is designed to fit in your wallet. Complete the information on the form, cut it out, fold it in half and keep it in your wallet.

PHYSICIANS AND OTHERS PLEASE NOTE:

I have an advance directive for mental health decisionmaking, a legal document stating my preferences as to psychiatric hospitalization and treatment. A copy may be found at:

_______________________________________________

_______________________________________________

If I am incapacitated, please obtain this document and respect the choices I have registered in it.
 

My name: ______________________________________

My SS#: _______________________________________

I have appointed as my agent for mental health

decisionmaking _________________________________

who can be reached at __________________(day) or

________________ (evening). This person is authorized to make all decisions about my psychiatric treatment in the event that I am incapable of making such decisions.

 

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  Judge David L. Bazelon Center for Mental Health Law
1101 15th Street, NW, Suite 1212
Washington, DC 20005

Phone: 202-467-5730
Fax: 202-223-0409
Email: webmasteratbazelon.org

 
Judge David L. Bazelon Center for Mental Health Law
1101 15th Street, NW, Suite 1212
Washington, DC 20005

Phone: 202-467-5730
Fax: 202-223-0409
Email: webmasteratbazelon.org