Treatment Preferences
Specific directions about preferred and refused psychiatric medications, dosing considerations, and nonpharmacologic therapies to guide clinicians during crises.
A PAD documents treatment preferences, preserves patient autonomy during incapacity, and clarifies who may act on the patient’s behalf. It reduces delays in care, helps clinicians honor prior wishes, and may limit involuntary interventions by providing clear directives consistent with state mental health statutes.
The document serves patients, clinicians, and designated proxies across outpatient and inpatient settings.
Clinicians and legal representatives should ensure the PAD meets state execution rules and is accessible when decisions are needed.
Specific directions about preferred and refused psychiatric medications, dosing considerations, and nonpharmacologic therapies to guide clinicians during crises.
Preferences regarding voluntary versus involuntary admission, preferred facilities, and criteria for when hospitalization should be pursued or avoided.
Clear statements on restraints, seclusion, ECT, or transport preferences and any advance refusals to constrain emergency treatment options.
Name, contact information, and alternate proxies authorized to make decisions if the primary agent is unavailable.
Limited release allowing clinicians to share behavioral health records with the agent and specified family members during crises.
Names and contact details for current psychiatrist, therapist, primary care provider, and preferred pharmacy for medication continuity.
| Field | Configuration |
|---|---|
| Required fields | Mark name, DOB, agent, signature as mandatory |
| Signer authentication | Use email + SMS code or stronger methods |
| Witness/notary fields | Include witness signature blocks if state requires them |
| Retention | Save signed PDF with audit trail metadata |
Choose a platform that preserves a tamper-evident signed PDF and stores an audit trail meeting ESIGN and UETA requirements.
Ensure the selected solution supports required authentication, a durable audit trail, and HIPAA-compliant handling for protected health information when applicable.
Execute before a foreseeable crisis and while competent
Review at least once per year with agent and clinician
Update any changes following inpatient stays
Amend preferences if treatment options or tolerances change
Confirm the PAD remains valid under new state law
A client documents refusal of long-acting injectable antipsychotics
A patient names a trusted clinician and requests hospitalization only at a specific facility
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |