Clients with a Substitute Decision Maker (SDM)

How to Add a Client with a Substitute Decision Maker
1. On the top left side of the portal select the Clients tab 2. Click the Create Client button on the Clients dashboard. 3. Select “A Subst...
Mon, Nov 1, 2021 at 2:55 PM
How to Edit a Substitute Decision Maker’s Information
1. Navigate to the profile of the client whose Substitute Decision Maker you need to edit. You can do so by entering their name in the search bar at the top...
Mon, Feb 1, 2021 at 11:24 AM
Types of SDM (Substitute Decision Maker) Documents
The term “substitute decision-maker” generally refers to a person who is authorized to consent on behalf of an individual to the collection, use or disclosu...
Mon, Feb 1, 2021 at 1:43 PM