Surrogate Selection Checklist Form Page 3

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Patient Name ____________________________________________ Hospital # ______________________
d. Demonstrate care and concern for the patient?
Yes ____
No ____
If yes, enter the basis for this decision:
e. Visit the patient regularly during the illness?
Yes ____
No ____
f. Engage in FACE-TO-FACE contact with the caregivers?
Yes ____
No ____
g. Fully participate in the decision-making process?
Yes ____
No ____
6. Is person available and willing to serve as surrogate?
Yes ____
No ____
If no, select the best qualified person who is available and willing to serve and enter name
7. Is this person the highest person in the list from #4?
Yes ____
No ____
If no, or if there are several persons at the same priority level, enter the reasons why the selected
person is more qualified under factors 5 a-g above.
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
8. If conscious, the patient must be notified of the determination of incapacity and who the patients
surrogate will be.
Date and time when notified: _________________________________________________________
Record patient response: _____________________________________________________________
9. If the determination of incapacity is for a patient with psychiatric mental illness, mental retardation,
or addiction, incapacity must be confirmed by another physician or licensed psychologist who has
examined the patient. Is this necessary for this case? Yes ____ No ____
10. If yes, has this been done? Yes ____ No ____
If so, name of second health care professional declaring the patient incapacitated
________________________________________________________________________________
11. Were other potential surrogates notified of surrogate selection? Yes ____ No ____
If yes, enter names, date, time and by whom they were contacted.

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