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Health Care Directive Form

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OPTIONAL ADVANCE HEALTH-CARE DIRECTIVE

Uniform Health-Care Decisions Act [24-7A-1 to 24-7A-17 NMSA 1978]

Explanation

You have the right to give instructions about your own health care. You also have the right to name someone else to make health-care decisions for you. This form lets you do either or both of these things. It also lets you express your wishes regarding the designation of your primary physician.

THIS FORM IS OPTIONAL. Each paragraph and word of this form is also optional. If you use this form, you may cross out, complete or modify all or any part of it. You are free to use a different form. If you use this form, be sure to sign it and date it.

PART 1 of this form is a power of attorney for health care. PART 1 lets you name another individual as agent to make health-care decisions for you if you become incapable of making your own decisions or if you want someone else to make those decisions for you now even though you are still capable. You may also name an alternate agent to act for you if your first choice is not willing, able or reasonably available to make decisions for you. Unless related to you, your agent may not be an owner, operator or employee of a health-care institution at which you are receiving care. Unless the form you sign limits the authority of your agent, your agent may make all health-care decisions for you. This form has a place for you to limit the authority of your agent. You need not limit the authority of your agent if you wish to rely on your agent for all health-care decisions that may have to be made. If you choose not to limit the authority of your agent, your agent will have the right to:

(a) consent or refuse consent to any care, treatment, service or procedure to maintain, diagnose or otherwise affect a physical or mental condition;

(b) select or discharge health-care providers and institutions;

(c) approve or disapprove diagnostic tests, surgical procedures, programs of medication and orders not to resuscitate; and

(d) direct the provision, withholding or withdrawal of artificial nutrition and hydration and all other forms of health care.

PART 2 of this form lets you give specific instructions about any aspect of your health care. Choices are provided for you to express your wishes regarding life-sustaining treatment, including the provision of artificial nutrition and hydration, as well as the provision of pain relief. In addition, you may express your wishes regarding whether you want to make an anatomical gift of some or all of your organs and tissue. Space is also provided for you to add to the choices you have made or for you to write out any additional wishes.

PART 3 of this form lets you designate a physician to have primary responsibility for your health care.

After completing this form, sign and date the form at the end. It is recommended but not required that you request two other individuals to sign as witnesses. Give a copy of the signed and completed form to your physician, to any other health-care providers you may have, to any health-care institution at which you are receiving care and to any health-care agents you have named. You should talk to the person you have named as agent to make sure that he or she understands your wishes and is willing to take the responsibility.

You have the right to revoke this advance health-care directive or replace this form at any time.

* * * * * * * * * * * * * * * * * * * * *

PART 1

POWER OF ATTORNEY FOR HEALTH CARE

(1) DESIGNATION OF AGENT: I designate the following individual as my Representative to make health-care decisions for me:

If I revoke my agent's authority or if my agent is not willing, able or reasonably available to make a health-care decision for me, I designate as my first alternate agent:

If I revoke the authority of my agent and first alternate agent or if neither is willing, able or reasonably available to make a health-care decision for me, I designate as my second alternate agent:

(2) AGENT'S AUTHORITY: My agent is authorized to obtain and review medical records, reports and information about me and to make all health-care decisions for me, including decisions to provide, withhold or withdraw artificial nutrition, hydration and all other forms of health care to keep me alive, except as I state here:

(Add additional sheets if needed.)

(3) WHEN AGENT'S AUTHORITY BECOMES EFFECTIVE: My agent's authority becomes effective when my primary physician and one other qualified health-care professional determine that I am unable to make my own health-care decisions. If I initial this box , my agent's authority to make health-care decisions for me takes effect immediately.

(4) AGENT'S OBLIGATION: My agent shall make health-care decisions for me in accordance with this power of attorney for health care, any instructions I give in Part 2 of this form and my other wishes to the extent known to my agent. To the extent my wishes are unknown, my agent shall make health-care decisions for me in accordance with what my agent determines to be in my best interest. In determining my best interest, my agent shall consider my personal values to the extent known to my agent.

(5) NOMINATION OF GUARDIAN: If a guardian of my person needs to be appointed for me by a court, I nominate the agent designated in this form. If that agent is not willing, able or reasonably available to act as guardian, I nominate the alternate agents whom I have named, in the order designated.

PART 2

INSTRUCTIONS FOR HEALTH CARE

If you are satisfied to allow your agent to determine what is best for you in making end-of-life decisions, you need not fill out this part of the form. If you do fill out this part of the form, you may cross out any wording you do not want.

(6) END-OF-LIFE DECISIONS: If I am unable to make or communicate decisions regarding my health care, and IF (i) I have an incurable or irreversible condition that will result in my death within a relatively short time, OR (ii) I become unconscious and, to a reasonable degree of medical certainty, I will not regain consciousness, OR (iii) the likely risks and burdens of treatment would outweigh the expected benefits, THEN I direct that my health-care providers and others involved in my care provide, withhold or withdraw treatment in accordance with the choice I have initialed below in one of the following three boxes:

I CHOOSE NOT To Prolong Life
I do not want my life to be prolonged.

I CHOOSE To Prolong Life
I want my life to be prolonged as long as possible within the limits of generally accepted health-care standards.

I CHOOSE To Let My Agent Decide
My agent under my power of attorney for health care may make life-sustaining treatment decisions for me.

(7) ARTIFICIAL NUTRITION AND HYDRATION: If I have chosen above NOT to prolong life, I also specify by marking my initials below:

I DO NOT want artificial nutrition OR

I DO want artificial nutrition.

I DO NOT want artificial hydration unless required for my comfort OR

I DO want artificial hydration.

(8) RELIEF FROM PAIN: Regardless of the choices I have made in this form and except as I state in the following space, I direct that the best medical care possible to keep me clean, comfortable and free of pain or discomfort be provided at all times so that my dignity is maintained, even if this care hastens my death:

(9) ANATOMICAL GIFT DESIGNATION: Upon my death I specify as marked below whether I choose to make an anatomical gift of all or some of my organs or tissue:

I CHOOSE to make an anatomical gift of all of my organs or tissue to be determined by medical suitability at the time of death, and artificial support may be maintained long enough for organs to be removed.

I CHOOSE to make a partial anatomical gift of some of my organs and tissue as specified below, and artificial support may be maintained long enough for organs to be removed.

I REFUSE to make an anatomical gift of any of my organs or tissue.

I CHOOSE to let my agent decide.

(10) OTHER WISHES: (If you wish to write your own instructions, or if you wish to add to the instructions you have given above, you may do so here.) I direct that:

(Add additional sheets if needed.)

PART 3

PRIMARY PHYSICIAN

(11) I designate the following physician as my primary physician:

If the physician I have designated above is not willing, able or reasonably available to act as my primary physician, I designate the following physician as my primary physician:

* * * * * * * * * * * * * * * * * * * *

(12) EFFECT OF COPY: A copy of this form has the same effect as the original.

(13) REVOCATION: I understand that I may revoke this OPTIONAL ADVANCE HEALTH-CARE DIRECTIVE at any time, and that if I revoke it, I should promptly notify my supervising health-care provider and any health-care institution where I am receiving care and any others to whom I have given copies of this power of attorney. I understand that I may revoke the designation of an agent either by a signed writing or by personally informing the supervising health-care provider.

(14) SIGNATURES: Sign and date the form here:

Date:

Sign Your Name:

Print Your Name:

(Optional)

SIGNATURES OF WITNESSES:

First witness:

Second witness:

Enter text✕

What a Health Care Directive Form Is and Why It Matters

A Health Care Directive Form (also called an advance directive) records a person's decisions about medical treatment and designates who can make health decisions if they become unable to do so. It typically combines a durable power of attorney for health care (appointing an agent) with written treatment preferences such as life-sustaining measures, resuscitation, and comfort care. Properly completed, dated, and witnessed or notarized where required, a directive guides clinicians and reduces uncertainty among family and care teams during serious illness.

Why a Clear, Complete Health Care Directive Helps

A completed directive preserves your treatment preferences, names a trusted decision-maker, and reduces disputes and delays during critical care situations. It also helps clinicians follow legally recognized instructions when the patient lacks capacity.

Why a Clear, Complete Health Care Directive Helps

Who typically prepares and relies on a Health Care Directive

The form is used by adults planning future medical care and by clinicians, agents, and caregivers who must act when the principal loses decision-making capacity.

  • Adults with chronic illness or advancing age who want to record treatment preferences and designate an agent.
  • Family members and appointed health care agents who need a clear legal authority to accept or refuse treatment on behalf of the principal.
  • Health care providers and facility staff who require documented instructions to align care with patient wishes.

Keep copies accessible to your agent, primary care clinician, and medical records so that instructions are available when decisions are needed.

Common signatories and roles

Patient — Principal

An adult with capacity who completes and signs the directive. The principal should understand the choices and name an agent and alternates; mismatched names or unsigned forms can limit enforceability.

Agent — Health Care Proxy

A trusted individual designated to make medical decisions when the principal lacks capacity. The agent should carry a copy and be prepared to communicate the principal's documented preferences to providers.

Security and legal safeguards to include

HIPAA: Protects health information — follow 45 CFR §164.502–514.
ESIGN / UETA: Electronic signatures valid under ESIGN and UETA.
Encryption: TLS 1.2/1.3 in transit; AES-256 at rest.
Audit Trail: Record timestamps, IP, and signer authentication.
Access Controls: Role-based access and multi-factor for sensitive records.
BAA Availability: Business Associate Agreement required for HIPAA workflows.

Risks if the directive is incorrect or incomplete

Invalidation: Form may be unenforceable.
Delays in care: Hospitals may delay decisions.
Family disputes: Leads to contested decisions.
HIPAA breaches: Improper disclosures risk penalties.
Incorrect agent: Wrong person may control care.
Probate complications: May require court clarification.

Common mistakes when completing a Health Care Directive

  • Leaving key fields blank or using ambiguous language about life‑sustaining treatment, which can invite conflicting interpretations and delay care decisions.
  • Failing to name alternate agents or contact information, so no authorized decision-maker is reachable when the primary agent is unavailable.
  • Not witnessing or notarizing where state law requires it, potentially rendering the document invalid for clinical or legal use.
  • Keeping the only copy at home and not providing clinicians or the agent with access, causing delays when records are needed urgently.

Step-by-step: Filling out a Health Care Directive Form

Follow these sequential steps to ensure the directive is complete, valid, and available when needed.

  • 01
    Identify parties: Enter full legal name and date of birth.
  • 02
    Name agent: Appoint primary and alternate health care agents.
  • 03
    State preferences: Describe treatment wishes and limits clearly.
  • 04
    Sign and witness: Sign, date, and obtain required witnesses or notarization.

How the completed directive is used in practice

A filled-out directive guides clinicians and authorizes agents; here is the typical flow when incapacity arises.

  • Document present: Clinician locates directive in records or receives a copy.
  • Capacity assessment: Physician documents lack of decision-making capacity.
  • Agent notified: Designated agent is contacted to act on behalf.
  • Treatment followed: Care aligns with the principal's stated preferences.

Essential parts of a professional Health Care Directive Form

A complete directive combines identity, authority, and treatment instructions so clinicians and surrogates can follow the patient's legally expressed wishes without ambiguity.

Identification

Full legal name, date of birth, and contact details to ensure the document is attributed to the correct patient and to match clinical records and identification.

Agent designation

Name the primary health care agent and at least one alternate with contact information and a clear statement of the agent's decision-making authority and any limits.

Treatment preferences

Specific instructions about life‑sustaining treatments, CPR, mechanical ventilation, tube feeding, antibiotics, and comfort care to guide clinicians in common critical scenarios.

End-of-life choices

Statements about resuscitation, palliative sedation, and organ donation clearly expressing the principal's goals and values to avoid conflicting interpretations.

Authentication

Signature and date plus required witness signatures or notary acknowledgment where state law mandates to ensure legal validity and acceptance by providers.

Revocation terms

How the principal can revoke or amend the directive, including requirements for written notice, destruction of prior copies, and notification to agents and providers.

Configuring an online completion workflow

When completing or distributing the form electronically, set clear workflow fields and authentication to maintain legal validity.

Field Configuration
Authentication Method Email link, SMS code, or multi-factor authentication for signer verification.
Signature Type Allow typed, drawn, or certified digital signatures depending on local requirements.
Witness Fields Include witness name and signature fields where state law requires them.
Notary Integration Enable remote online notarization when permitted by state law and supported by provider.

Technical distribution and integration considerations

Use a secure platform that supports correct file formats, audit trails, and required authentication for health care directives.

  • File Formats: PDF, DOCX supported.
  • Integrations: EHR and cloud storage connectors.
  • Authentication: Email, SMS, KBA or SSO.

Timing: when to create, review, or file a directive

Directives can and should be created well before they are needed; periodic review keeps instructions up to date.

When to Create:

Any time while you have decision-making capacity.

When to Update:

After major health events, new diagnosis, or family changes.

Notarization Timing:

Get notarized at signing if state law or institutional policy requires it.

Registry Filing:

File with a state registry where available for quicker provider access.

Periodic Review:

Review every 2–5 years or when circumstances change.

Comparing eSignature providers for Health Care Directive workflows

Key plan and compliance features affect whether an eSignature vendor meets clinical and legal requirements for handling health directives.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently asked questions about Health Care Directive Forms

Answers to common legal, technical, and procedural questions about creating and using health care directives.


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