You may come across an instance where you need to edit the existing SDM information if any information has changed or is incorrect. Alternatively, there may come a time when the SDM is no longer required for the client and you wish to remove the SDM from the client's profile.
In either case, please follow these steps on how to edit and/or remove the SDM information.
Note: If you need to remove the SDM and it is not being removed after clicking the "Remove SDM" button, please reach out to our Customer Support Team and they will happily assist!
1. Go to your client's profile.
2. Click the pencil icon in the top-right of the SDM profile.
3. If required, update the SDM fields and click "Save Changes". If you would like to remove the existing SDM profile from the client's profile, select "Remove SDM".
NOTE: If your client has a Substitute Decision Maker, you MUST upload documentation proving the Substitute Decision Maker's ability to act on behalf of the client. Please refer to this article regarding appropriate SDM documentation.
REMOVING SDM
5. If you are removing an SDM profile, a confirmation dialogue box will ask you to confirm that you no longer require an SDM for the client.
6. Once an SDM profile has been removed, a new Medchart authorization form with the client's signature must be signed and uploaded to the client's profile. You may request an e-signature from the client or upload a scanned copy of the signed consent.
7. To do this, go to the consent page from the client profile, and re-send authorization to the client.
8. Click "Request e-signature" or "Upload signed consent" to proceed.
Congratulations! You have just finished updating your client's substitute decision maker's information.
If you have questions or feedback, please feel free to reach out to us at [email protected]