Substitute decision-maker and POA intake

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

When is POA documentation needed?

When the client lacks capacity to consent to care or information sharing. Requirements are fact-specific — consult qualified legal counsel.

What PHIPA consent is required?

Custodians need appropriate consent before collecting, using, or disclosing personal health information. SDM authority documentation supports consent workflows — your privacy program defines the process.

Can families upload POA documents securely?

Yes. Families upload through the encrypted my-id portal. Coordinators review and approve each submission.

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