Advance Directives - The Master Plan
- Advance Directive: A legal document outlining a patient's wishes for future medical care should they become unable to make decisions. Rooted in the Patient Self-Determination Act (1990).
- Key Types:
- Living Will: Specifies desired treatments (e.g., no mechanical ventilation) if terminally ill or in a persistent vegetative state.
- DPOA-HC (Healthcare Proxy): Designates a person to make healthcare decisions upon incapacitation.
- DNR/DNI: Specific medical orders to withhold CPR or intubation.
- POLST: Converts patient wishes into actionable medical orders for the seriously ill.

⭐ If a patient has both a living will and a healthcare proxy (DPOA-HC), the proxy's decisions generally take precedence, as they can interpret the patient's wishes in the current specific clinical context.
Will vs. Proxy - Paper Power
Advance directives are legal documents for when a patient loses decision-making capacity-a clinical determination distinct from legal competence.
| Feature | Living Will (Instructional Directive) | DPOA-HC (Proxy Directive) |
|---|---|---|
| What it is | Specifies desired or refused treatments (e.g., mechanical ventilation, tube feeding). | Appoints a surrogate decision-maker (health care proxy) to act for the patient. |
| Activation | Upon loss of capacity AND presence of a qualifying condition (e.g., terminal illness). | Activates simply when the patient loses decision-making capacity. |
| Flexibility | Inflexible; only applies to situations explicitly written and can be difficult to interpret. | Highly flexible; the proxy can interpret the patient's wishes for unforeseen circumstances. |
⭐ In the absence of an advance directive, states provide a legal hierarchy for the next of kin to act as a surrogate, typically: spouse → adult children → parents.
Medical Orders - The Action Plan
-
Code Status Orders: Specific medical directives for immediate, life-sustaining interventions.
- DNR (Do Not Resuscitate): Prohibits cardiopulmonary resuscitation (CPR) if a patient's heart or breathing stops.
- DNI (Do Not Intubate): Prohibits the insertion of an endotracheal tube.
-
POLST (Physician Orders for Life-Sustaining Treatment): A portable medical order for patients who are seriously ill or frail. It translates a patient's end-of-life wishes into actionable medical commands.
- Portability: Valid and honored across different healthcare settings (e.g., home, nursing facility, hospital).
- Actionable: Unlike a traditional advance directive, a POLST is a direct medical order.

⭐ A POLST is for current treatment plans for seriously ill patients, whereas a living will is for future, hypothetical scenarios and is not a medical order.
Capacity & Surrogates - Who Decides?
-
Decision-Making Capacity: A clinical determination required for informed consent. It is task-specific and can fluctuate. Assessed using:
- 📌 Mnemonic: CURVES
- Communicate a choice
- Understand relevant information
- Reason about treatment options
- Value the consequences
- Emergency (not) - capacity is assumed unless challenged.
- 📌 Mnemonic: CURVES
-
Surrogate Hierarchy: If no DPOA-HC is designated, the following are approached in order:
-
- Spouse
-
- Adult Child (majority consensus)
-
- Parent
-
- Adult Sibling
-
⭐ High-Yield: Capacity is a clinical finding assessed by a physician, while competence is a legal state determined by a judge. A patient can lack capacity for one decision without being legally incompetent overall.
High‑Yield Points - ⚡ Biggest Takeaways
- Advance directives are legal documents guiding future medical care if a patient loses decision-making capacity.
- A living will outlines specific treatment preferences, while a healthcare proxy (or durable power of attorney) designates a surrogate decision-maker.
- Directives must be created when the patient is competent.
- A competent patient can revoke or change a directive at any time.
- The Patient Self-Determination Act requires institutions to inquire about and uphold advance directives.
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