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teaching:on-mha:financial-capacity [2019/03/20 22:25]
admin [Assessment]
teaching:on-mha:financial-capacity [2020/04/30 22:17] (current)
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 ====== Financial Capacity Assessment ====== ====== Financial Capacity Assessment ======
 +{{INLINETOC}}
 ===== Primer ====== ===== Primer ======
-A **Financial Capacity Assessment** should be done when there is concern that an individual could be incapable of managing their finances in the context of a mental disorder ​(e.g. - spending during manic episode in bipolar I disorder).+A **Financial Capacity Assessment** should be done when there is concern that an individual could be incapable of managing their finances in the context of a psychiatric ​(e.g. - spending during ​manic episode in bipolar I disorder) or neurocognitive disorder (e.g. - dementia).
 ==== Form 21 ==== ==== Form 21 ====
-**Form 21** (//​Certificate of Incapacity to Manage One’s Property under Subsection 54(4) of the Act//) is issued when a patient is deemed incapable to manage one's finances (property). When a Form 21 is filled, a concurrent [[teaching:​on-mha:​form-33|Form 33]] must be given to the patient to notify them of this finding. ​+[[teaching:​on-mha:​form-21|Form 21]] (//​Certificate of Incapacity to Manage One’s Property under Subsection 54(4) of the Act//) is issued when a patient is deemed incapable to manage one's finances (property). When a Form 21 is filled, a concurrent [[teaching:​on-mha:​form-33|Form 33]] must be given to the patient to notify them of this finding. ​
 ===== Assessment ===== ===== Assessment =====
 When doing a financial capacity assessment, first inform the patient the purpose of the assessment, and possible outcomes of the assessment //​explicitly//​ explained to them. A financial capacity assessment tests the patient'​s ability to understand and appreciate the consequences of their financial decisions. When doing a financial capacity assessment, first inform the patient the purpose of the assessment, and possible outcomes of the assessment //​explicitly//​ explained to them. A financial capacity assessment tests the patient'​s ability to understand and appreciate the consequences of their financial decisions.
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 <WRAP half column> <WRAP half column>
 ==== Documentation ==== ==== Documentation ====
-After doing the assessment, document: +<panel type="​info"​ title="​Sample Documentation of Financial Capacity Assessment"​ no-body="​true"​ icon="​fa fa-pencil"​
-<code+Based on the financial capacity assessment today, there IS/IS NOT indication that: patient has defaulted on rent payment or other bills, patient is unable to save money, patient has delusions ​informing ​their financial decisions. Patient is CAPABLE/NOT CAPABLE to manage own finances. ​| 
-Based on the financial capacity assessment today, there IS/IS NOT indication that: patient has defaulted on rent payment or other bills, patient is unable to save money, ​patient ​patient has delusion ​informing financial decisions. Patient is CAPABLE/NOT CAPABLE to manage own finances. +</panel>
-</code>+
  
 <callout type="​tip"​ title="​Pearls"​ icon="​true">​ <callout type="​tip"​ title="​Pearls"​ icon="​true">​
-  * If the patient ​does appeal, the actual monetary amount that the patient can spend does play a significant role on how the CCB rules on physician'​s finding (i.e. $400 vs. $4 million)  +  * If patient ​appeals your finding of incapacity, the actual monetary amount that the patient can spend does play a significant role on how the CCB rules on physician'​s finding (i.e. $400 vs. $4 million) 
-  * Patients who are not admitted and are outpatients **cannot** be deemed financially incapable UNLESS they consent to the financial assessment. +  * Inpatients who are assessed as financially incapable must be given rights advice **before** they are discharged. 
-  * Thus, getting a financial capacity assessment is nearly impossible in an outpatient setting+  * Patients who are not admitted and are outpatients **cannot** be deemed financially incapable UNLESS they consent to financial ​capacity ​assessment. 
-  * Patient must be given rights advice BEFORE they are discharged.+    * Thus, getting a financial capacity assessment is nearly impossible in an outpatient setting.
 </​callout>​ </​callout>​