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Designation of Patient Advocate

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DESIGNATION OF PATIENT ADVOCATE

(MCL 700.5506 to 700.5507)

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 anatomical gifts and the designation of your primary physician. If you use this form, you may complete or modify all or any part of it.

Part 1 of this form is a Designation of Patient Advocate. Part 1 lets you name another individual as Patient Advocate to make health-care decisions for you if you become incapable of making your own decisions. You may also name an alternate Patient Advocate to act for you if your first choice is not willing, able or reasonably available to make decisions for you.

Your Patient Advocate may make all health-care decisions for you, including, absent a limitation by you, decisions concerning providing, withholding or withdrawing of a life sustaining procedure. Unless you limit the Patient Advocate's authority, your Patient Advocate 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 unless it's a life-sustaining procedure or otherwise required by law.

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

(c) Consent or refuse consent to life sustaining procedures, such as, but not limited to, cardiopulmonary resuscitation and orders not to resuscitate.

(d) Direct the providing, 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 the provision, withholding or withdrawal of treatment to keep you alive, including the provision of artificial nutrition and hydration as well as the provision of pain relief. Space is also provided for you to add to the choices you have made or for you to write out any additional instructions for other than end of life decisions.

Part 3 of this form lets you express an intention to donate your bodily organs and tissues following your death.

Part 4 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 required that 2 other individuals sign as witnesses. A copy of the signed and completed form MUST BE GIVEN to your physician, to any other health-care providers you may have, to any health-care institution at which you are receiving care BEFORE THE DESIGNATION OF PATIENT ADVOCATE BECOME EFFECTIVE. Before acting as a Patient Advocate, the proposed Patient Advocate MUST sign an acceptance of the designation.

You may revoke a Designation of Patient Advocate in any manner by which you are able to communicate your intent to revoke your Designation of Patient Advocate. If your revocation is not in writing, an individual who witnesses a revocation of a designation shall describe in writing the circumstances of the revocation, must sign the writing, and shall notify, if possible, the patient advocate of the revocation. You may also sign a new Designation of Patient Advocate form and thereby revoke the prior Designation. You may replace this form at any time.

PART 1: DESIGNATION OF PATIENT ADVOCATE

(1) DESIGNATION OF PATIENT ADVOCATE: I designate the following individual as my Patient Advocate to make health-care decisions for me only if I am unable to participate in my medical or mental treatment decisions:

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

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

(2) PATIENT ADVOCATE'S AUTHORITY: My Patient Advocate is authorized to make all health-care decisions for me, except as I state here:

I. INSPECTION AND DISCLOSURE OF INFORMATION RELATING TO MY PHYSICAL OR MENTAL HEALTH.

A. General Grant of Power and Authority. Subject to any limitations in this Directive, my agent has the power and authority to do all of the following:

(1) Request, review and receive any information, verbal or written, regarding my physical or mental health including, but not limited to, medical and hospital records;

(2) Execute on my behalf any releases or other documents that may be required in order to obtain this information;

(3) Consent to the disclosure of this information; and

(4) Consent to the donation of any of my organs for medical purposes.

B. HIPAA Release Authority. My agent shall be treated as I would be with respect to my rights regarding the use and disclosure of my individually identifiable health information or other medical records.

(3) WHEN PATIENT ADVOCATE'S AUTHORITY BECOMES EFFECTIVE: My Patient Advocate's authority becomes effective when my primary physician determines I lack the capacity to make my own health-care decisions.

(4) PATIENT ADVOCATE'S OBLIGATION: My Patient Advocate 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 Patient Advocate.

(5) NOMINATION OF GUARDIAN: If a guardian of my person needs to be appointed for me by a court, please check one:

I nominate the Patient Advocate(s) whom I named in this form in the order designated to act as guardian.

I nominate the following to be guardian in the order designated:

I do not nominate anyone to be guardian.

PART 2: INSTRUCTIONS FOR HEALTH CARE

If you are satisfied to allow your Patient Advocate 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 strike any wording you do not want.

(6) END-OF-LIFE DECISIONS: 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 marked below:

Choice Not To Prolong Life

I do not want my life to be prolonged if: please check all that apply

(i) I have a terminal condition and regarding artificial nutrition and hydration, I make the following specific directions:

I want used
I do not want used
Artificial nutrition through a conduit
Hydration through a conduit

(ii) I become permanently unconscious and regarding artificial nutrition and hydration, I make the following specific directions:

I want used
I do not want used
Artificial nutrition through a conduit
Hydration through a conduit

Choice To Prolong Life

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

RELIEF FROM PAIN: Except as I state in the following space, I direct treatment for alleviation of pain or discomfort be provided at all times, even if it hastens my death:

(7) OTHER MEDICAL INSTRUCTIONS: If you do not agree with any of the optional choices above and wish to write your own, or if you wish to add to the instructions you have given above, you may do so here. I direct that:

PART 3: ANATOMICAL GIFTS AT DEATH

(OPTIONAL)

(8) I am mentally competent and 18 years or more of age.

I hereby make this anatomical gift to take effect upon my death. My patient advocate's authority to make an anatomical remains exercisable after my death. The marks in the appropriate squares and words filled into the blanks below indicate my desires.

I give:

my body;

my needed organs or parts;

the following organs or parts;

To the following person or institutions

the physician in attendance at my death;

the hospital in which I die;

the following named physician, hospital, storage bank or other medical institution;

the following individual for treatment;

for the following purposes:

any purpose authorized by law;

transplantation;

therapy;

research;

medical education.

PART 4: PRIMARY PHYSICIAN

(OPTIONAL)

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

OPTIONAL: 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 alternate primary physician:

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

(11) SIGNATURE: Sign and date the form here:

I understand the purpose and effect of this document.

(12) SIGNATURES OF WITNESSES:

Statement Of Witnesses

SIGNED AND DECLARED by the above-named declarant as and for his/her written Designation of Patient Advocate pursuant to the Michigan Consolidated Laws, 700.5506 et seq., who in his/her presence, at his/her request, and in the presence of each other, have hereunto subscribed our names as witnesses, and state and affirm:

That the Principal appeared to be at least eighteen years of age, of sound mind and under no constraint or undue influence. Further, neither witness is the patient's spouse, parent, child, grandchild, sibling, presumptive heir, known devisee at the time of the witnessing, physician, or patient advocate or an employee of a life or health insurance provider for the patient, of a health facility that is treating the patient, or of a home for the aged as defined in section 20106 of the public health code, 1978 PA 368, MCL 333.20106, where the patient resides. Neither witness is named as a Patient Advocate or an Alternate Patient Advocate in this Designation of Patient Advocate.

First witness:

Second witness:

Acceptance by Agent

I, , being fully advised in the premises, do hereby accept appointment as the Patient Advocate for (the Patient).

I understand and accept the following terms and conditions of this appointment:

(1) A patient advocate designation may include a statement of the patient's desires on care, custody, and medical treatment or mental health treatment, or both. A patient advocate designation may also include a statement of the patient's desires on the making of an anatomical gift of all or part of the patient's body under part 101 of the public health code, 1978 PA 368, MCL 333.10101 to 333.10109.

(2) A patient may designate in the patient advocate designation a successor individual as a patient advocate who may exercise powers concerning care, custody, and medical or mental health treatment decisions or concerning the making of an anatomical gift for the patient if the first individual named as patient advocate does not accept, is incapacitated, resigns, or is removed.

(3) Before a patient advocate designation is implemented, a copy of the patient advocate designation must be given to the proposed patient advocate and must be given to a successor patient advocate before the successor acts as patient advocate. Before acting as a patient advocate, the proposed patient advocate must sign an acceptance of the patient advocate designation.

(4) The acceptance of a designation as a patient advocate must include substantially all of the following statements:

1. This patient advocate designation is not effective unless the patient is unable to participate in decisions regarding the patient's medical or mental health, as applicable.

2. A patient advocate shall not exercise powers concerning the patient's care, custody, and medical or mental health treatment that the patient, if the patient were able to participate in the decision, could not have exercised on his or her own behalf.

3. This patient advocate designation cannot be used to make a medical treatment decision to withhold or withdraw treatment from a patient who is pregnant that would result in the pregnant patient's death.

4. A patient advocate may make a decision to withhold or withdraw treatment that would allow a patient to die only if the patient has expressed in a clear and convincing manner that the patient advocate is authorized to make such a decision, and that the patient acknowledges that such a decision could or would allow the patient's death.

5. A patient advocate shall not receive compensation for the performance of his or her authority, rights, and responsibilities, but a patient advocate may be reimbursed for actual and necessary expenses incurred in the performance of his or her authority, rights, and responsibilities.

6. A patient advocate shall act in accordance with the standards of care applicable to fiduciaries when acting for the patient and shall act consistent with the patient's best interests. The known desires of the patient expressed or evidenced while the patient is able to participate in medical or mental health treatment decisions are presumed to be in the patient's best interests.

7. A patient may revoke his or her patient advocate designation at any time and in any manner sufficient to communicate an intent to revoke.

8. A patient may waive his or her right to revoke the patient advocate designation as to the power to make mental health treatment decisions, and if such a waiver is made, his or her ability to revoke as to certain treatment will be delayed for 30 days after the patient communicates his or her intent to revoke.

9. A patient advocate may revoke his or her acceptance of the patient advocate designation at any time and in any manner sufficient to communicate an intent to revoke.

10. A patient admitted to a health facility or agency has the rights enumerated in section 20201 of the public health code, 1978 PA 368, MCL 333.20201.

DATED, this the day of

Patient Advocate

DATED, this the day of

First Alternate Patient Advocate

DATED, this the day of

Second Alternate Patient Advocate

Enter text✕

What the Designation of Patient Advocate Is and why it matters

The Designation of Patient Advocate is a written authorization that identifies an individual authorized to access medical information and act on a patient’s behalf for health-care communications and limited decision-making. It typically names the patient, the designated advocate, the scope of authority, an effective date, and any limits. Many providers require a signed form and a HIPAA authorization so the advocate can receive protected health information. The designation is distinct from a durable power of attorney for health care and may be governed by state rules on witnesses, notarization, and medical consent.

Why you would complete a Designation of Patient Advocate

Completing this designation ensures a trusted person can receive medical information, coordinate care, and act quickly during appointments or hospital stays while preserving patient privacy under HIPAA and clarifying roles to providers.

Why you would complete a Designation of Patient Advocate

Who commonly uses a Patient Advocate designation

Typical users include patients who want a named contact for medical matters and caregivers preparing for planned or unexpected care.

  • Patients with chronic or complex medical needs who want a single point of contact for providers.
  • Family members or informal caregivers who will manage appointments, medications, and communications.
  • Healthcare teams and medical social workers who need a documented point of communication.

Use this form when you want a named individual to get records, discuss treatment, or coordinate logistics without ambiguity.

Who can sign and act as the advocate

Patient (Principal)

The patient signs to designate an advocate; if the patient lacks capacity, state rules determine who may sign or whether a court-appointed guardian is required. Providers may require verification of identity before accepting the form.

Designated Advocate

A trusted adult named by the patient. The advocate should provide contact information and may need to present ID or complete a HIPAA authorization before receiving protected health information.

Essential fields usually included on the form

Patient Name: Full legal name
Date of Birth: MM/DD/YYYY
Advocate Name: Full legal name
Advocate Contact: Phone and email
Scope of Authority: Access or decision limits
Effective Date: Start and end dates

Step-by-step: filling out the designation

Follow these steps to create a clear, enforceable Designation of Patient Advocate that providers and payers can accept without delay.

  • 01
    Identify parties: Enter patient and advocate full legal names.
  • 02
    Describe scope: Specify exactly what access or actions are allowed.
  • 03
    Set dates: Use MM/DD/YYYY for effective and termination dates.
  • 04
    Sign and verify: Patient signs; follow witness or notarization rules if required.

Customizing and completing the form online

When preparing the form in an eSignature platform, configure fields, authentication, and retention to meet provider and legal expectations.

Field Configuration
Patient ID Field Use exact-match validation for MRN or medical ID
Date Fields Enforce MM/DD/YYYY with calendar picker
Authentication Require email plus SMS code or stronger
Retention Save signed PDF and audit trail for compliance

Digital signing, formats, and technical requirements

Use a platform that creates a tamper-evident PDF, stores the audit trail, and supports HIPAA workflows if the document will convey protected health information.

  • File Formats: PDF, DOCX supported
  • Integrations: Works with EHR connectors and cloud storage
  • HIPAA Support: BAA availability required

Where to file, send, or submit the completed form

After signing, distribute copies to the parties and record the designation where it will be used to avoid access problems during care.

  • Primary Care Clinic: Upload to the patient’s chart or deliver to medical records.
  • Hospital Admissions: Bring a signed copy at admission or send via patient portal.
  • Specialist Offices: Provide copies to relevant clinics managing treatment.
  • Advocate and Family: Give signed copies to the advocate and close contacts.

Timing considerations and practical deadlines

Some timing rules help ensure the advocate can act when needed — prepare, share, and renew the designation proactively.

Effective Date:

Take effect on the date signed unless the form specifies otherwise.

Before Admission:

Provide the form to the admitting facility during pre-admission when possible.

Renewals:

Consider annual review for accuracy and current contacts.

Provider Processing:

Allow several business days for records teams to attach the designation.

Revocation Notice:

Deliver revocation in writing to providers promptly to avoid conflicting access.

Common mistakes to avoid when preparing the form

  • Using an informal name instead of the legal name can block identity verification and delay release of records.
  • Failing to include a clear scope creates disputes; be explicit about what the advocate may and may not do.
  • Not checking provider requirements (witness/notary) risks rejection when the form is presented at admission.
  • Omitting contact details for the advocate prevents timely communication during urgent care situations.

Risks and legal consequences of an incorrect designation

Denied Access: Provider may refuse release
Conflicting Decisions: Multiple claimants can cause delays
HIPAA Violations: Improper disclosures risk fines
Invalid Form: State formalities may render it void
Billing Errors: Advocate actions may affect insurance claims
Probate Disputes: Disagreements can lead to litigation

Key parts of a professional Designation of Patient Advocate

A clear form reduces dispute and speeds access to care; these components form a complete, provider-accepted designation.

Identification

Full legal names, DOB, and medical record number link the designation to the correct patient file and prevent misidentification between patients with similar names.

Scope of Authority

Specify access to records, communication rights, or limited tasks like scheduling. Narrow scope avoids unintended decision-making authority beyond the patient’s intent.

HIPAA Release

A discrete HIPAA authorization clause permits providers to share protected health information with the named advocate consistent with 45 CFR requirements.

Effective Period

Define start and end dates or state that the designation is effective until revoked; time limits help institutions manage stale authorizations.

Limitations

List exclusions (e.g., reproductive decisions) or conditions under which authority is suspended to reflect the patient’s preferences.

Signatures & Witnesses

Patient signature, date, and any required witness or notary acknowledgements per state rule ensure the form is accepted by clinical staff.

Supporting documents and file formats to include

Attach or provide supporting items that help verification and acceptance by providers and payers.

Photo ID

A government-issued photo ID for patient and advocate expedites identity checks and reduces administrative friction at point of care.

Medical Record ID

Including the hospital or clinic MRN links the designation directly to the correct chart and accelerates record retrieval.

Health Proxy / POA

If a durable power of attorney for health care exists, attach it or note its existence to clarify overlapping authorities.

Signed HIPAA Release

A standalone HIPAA authorization or embedded clause authorizes disclosure and is frequently required before staff will discuss care with an advocate.

Real-world scenarios where a Patient Advocate designation helps

Two practical examples show how a clear designation reduces delays and improves communication during care.

Case Study 1

An elderly patient names an adult child to coordinate appointments and medications

  • Advocate given access to records
  • Because the clinic accepted the signed HIPAA release, the advocate handled discharge planning and prevented missed follow-up care.

Case Study 2

A patient undergoing cancer treatment designates a partner for treatment discussions

  • Limited to information sharing, not financial decisions
  • The clear scope prevented conflict with a separate financial power of attorney and enabled clinicians to update the partner quickly.

eSignature options for completing and storing the designation

Compare common eSignature providers for basic pricing, trial availability, bulk send, audit trails, HIPAA support, and envelope caps. signNow is listed first per comparative convention.

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Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
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Bulk Send Yes (Business Premium) Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently asked questions about the Designation of Patient Advocate

Answers to common questions that arise when drafting, signing, or using a Patient Advocate designation in clinical settings.


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