Capacity Assessment
Supporting autonomy, clarity, and informed decision-making.
A capacity assessment is used to determine whether an individual is able to understand information and make informed decisions in specific areas of their life — such as managing finances, making personal or medical decisions, or appointing a legal representative. These assessments are typically requested by families, legal professionals, healthcare providers, or the Office of the Public Guardian and Trustee (OPGT).
Our goal is to approach these assessments with respect, sensitivity, and clinical care. We recognize the importance of balancing protection and autonomy, particularly when an individual may be experiencing cognitive decline, mental health challenges, neurodivergence, or the effects of illness or injury.
What Is a Capacity Assessment?
During a capacity assessment, a medical or psychological professional evaluates the individual’s ability to understand relevant information and appreciate the consequences of their decisions. This process determines whether the person can make informed choices about specific aspects of their life.
The outcome of a capacity assessment is especially important for individuals receiving AISH (Assured Income for the Severely Handicapped) or PDD (Persons with Developmental Disabilities) benefits.
If the individual is found capable, they are presumed to have the right to manage their own affairs and control their benefits.
If the individual is found incapable, a legal guardian may be appointed to make decisions on their behalf regarding finances, personal care, or legal matters.
Capacity assessments are designed to strike a balance between protecting vulnerable individuals and upholding their fundamental rights. They serve as an important mechanism to ensure the safety and well-being of those who may be unable to fully care for themselves due to a physical, mental, or cognitive condition.
When Is a Capacity Assessment Needed?
A capacity assessment may be appropriate when there are concerns about an individual’s ability to:
Manage finances or property
Make informed decisions about healthcare or personal care
Create or revoke a Personal Directive or Enduring Power of Attorney
Consent to treatment or services
Navigate decisions following a diagnosis of dementia, brain injury, or mental illness
Apply for or maintain AISH or PDD supports
What Does the Assessment Involve?
Our capacity assessments are objective, evidence-informed, and tailored to the specific question or concern. The process may include:
Clinical interview with the individual
Cognitive screening or formal cognitive testing (if required)
Review of relevant medical, legal, or psychosocial history
Consultation with involved professionals (e.g., doctors, social workers, legal representatives)
Observation and evaluation of decision-making ability in the specific domain
We assess the individual's ability to:
Understand relevant information
Appreciate the risks, benefits, and consequences of decisions
Reason through options and communicate a clear choice
Each assessment includes:
A comprehensive written report outlining findings and professional opinion
A feedback session (if appropriate) with the individual and/or their care team
Coordination with legal or healthcare professionals, as needed
Our Approach
We approach all capacity assessments with compassion, professionalism, and respect for human dignity. Our aim is always to support individuals in maintaining their autonomy whenever possible, while ensuring appropriate safeguards are in place when support is needed. We are committed to conducting assessments in a way that is respectful, non-intrusive, and focused on the individual’s best interests.
If you are seeking clarity around decision-making capacity — for yourself, a loved one, or a client — we are here to help. Click the button below to learn more about the process or to book a consultation.