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Types of SDM (Substitute Decision Maker) Documents

The term “substitute decision-maker” generally refers to a person who is authorized to consent on behalf of an individual to the collection, use or disclosure of personal health information about the individual.


Here are some of the documents that will be required when requesting medical records as a substitute decision maker:


Parent or Guardian SDM Documentation 

-Long form birth certificate

-Court documents appointing the signer as the guardian 

 

Power of Attorney SDM Documentation (for a guardian of an incapacitated adult)

- Power of attorney document for personal care 

-Litigation guardian document 

 

Executor of Estate Documentation

-Last will and testament 

-Death certificate

-Certificate of appointment of estate trustee 

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