What is a capacity evaluation?
A capacity evaluation helps determine whether a person can make informed decisions about their health, safety, finances, or legal matters. These evaluations are especially helpful when loved ones or professionals are unsure if someone fully understands their situation or is making sound choices.
The process usually involves a conversation with a trained medical or psychological professional who asks thoughtful questions to understand how the person reasons, understands information, and communicates decisions. Depending on the situation, the evaluation may also include:
Memory and thinking tests (neuropsychological testing)
A review of emotional or psychiatric symptoms
Speaking with a close family member or friend
Reviewing relevant medical or legal records
This well-rounded approach gives a clearer picture of a person’s ability to manage important aspects of their life and helps guide the next steps for care and support.
When to consider a capacity evaluation
Capacity evaluations should be considered when there is concern that an individual’s cognitive decline has compromised decisional capacity. Examples include, but are not limited to, the following cases:
Can this person understand their medical condition and make informed treatment decisions?
Is it safe for them to live on their own?
Are they at risk of being taken advantage of financially?
Do they understand legal or financial documents they’re being asked to sign?
Do they have the ability to create a will or assign someone to manage their affairs?
Could someone be pressuring or influencing them unfairly?
We offer a complimentary 15-minute phone consultation for adult clients. This brief conversation provides an opportunity to discuss your needs, ask questions, and determine whether our services are the right fit for you.