How to document a patient's inability to make decisions due to confusion?

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Last updated: October 17, 2025View editorial policy

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Documentation of Patient's Inability to Make Decisions Due to Confusion

When documenting a patient's inability to make decisions due to confusion, you should clearly record the specific assessment of capacity, the reasons for incapacity, and the decision-making process that follows.

Assessment and Documentation of Capacity

  • Document that capacity is assumed initially, as required by law, until proven otherwise through specific assessment 1
  • Record evidence of the patient's impairment or disturbance in the functioning of their mind or brain that affects decision-making 1
  • Document your assessment of the four key components of decision-making capacity:
    • Inability to understand relevant information about the decision 1
    • Inability to retain that information long enough to make the decision 1
    • Inability to use or weigh that information as part of the decision-making process 1
    • Inability to communicate their decision by any means 1, 2

Specific Documentation Requirements

  • Include the date, time, and setting of the capacity assessment 2
  • Document the specific decision(s) for which capacity is being assessed, as capacity is decision-specific 3, 2
  • Record specific examples of the patient's confusion and how it impacts their ability to make the particular decision 1
  • Document any attempts made to enhance the patient's capacity (timing of discussion, communication aids, simplified explanations) 1, 4
  • Include verbatim quotes from the patient that demonstrate their confusion or inability to understand 2
  • Document consultation with family members, friends, or other healthcare providers who can provide insight into the patient's baseline cognitive function 1

Documentation of Decision-Making Process

  • Record who has been identified as the authorized surrogate decision-maker 1
  • Document any advance directives, lasting power of attorney, or court-appointed deputies that were reviewed 1
  • Record discussions with the surrogate about the patient's previously expressed wishes, values, and preferences 1
  • Document the clinical reasoning that led to the determination that the patient lacks capacity 1, 4
  • Record that decisions made on behalf of the patient are in their best interests 1

Common Pitfalls to Avoid in Documentation

  • Avoid documenting that a patient lacks capacity simply because they make an unwise or unusual decision 1
  • Do not document lack of capacity based solely on a patient's diagnosis, age, or appearance 1
  • Avoid vague statements like "patient confused" without specific examples 2, 5
  • Do not document a global assessment of incapacity; instead, specify which decisions the patient cannot make 3, 4
  • Avoid documenting that capacity was assessed without describing the specific methods used 2, 4

Special Considerations

  • For temporary confusion (delirium, medication effects), document plans for reassessment of capacity when the condition may improve 1
  • If the patient refuses to participate in capacity assessment, document this refusal and your observations of their behavior and reasoning 6
  • For emergency situations where treatment cannot be delayed, document why emergency intervention without formal consent was necessary 2
  • Document any disagreements between healthcare team members or family regarding the patient's capacity and how these were resolved 1

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Research

Evaluating Medical Decision-Making Capacity in Practice.

American family physician, 2018

Guideline

Assessment of Competence for Testamentary Capacity

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Research

Assessment of patient competence for making decisions.

Revista clinica espanola, 2020

Research

Patient understanding: How should it be defined and assessed in clinical practice?

Journal of evaluation in clinical practice, 2023

Professional Medical Disclaimer

This information is intended for healthcare professionals. Any medical decision-making should rely on clinical judgment and independently verified information. The content provided herein does not replace professional discretion and should be considered supplementary to established clinical guidelines. Healthcare providers should verify all information against primary literature and current practice standards before application in patient care. Dr.Oracle assumes no liability for clinical decisions based on this content.

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