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Doctor Patient Consultation

Capacity & Competency Assessment

A Capacity & Competency Assessment evaluates a patient's ability to make informed decisions about their personal, medical, and financial affairs. Conducted by a psychologist, psychiatrist, or physician with specialized training, this assessment involves cognitive testing, clinical interviews, and functional evaluations related to reasoning, memory, and judgment.

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The process includes reviewing medical history, observing behavior, and using standardized tools to assess the person's ability to understand, retain, and communicate decisions.

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This assessment provides objective, medically sound evidence about a person’s cognitive and functional ability to make decisions. It helps families, and healthcare teams ensure that vulnerable individuals receive the support they need while preserving autonomy when appropriate.

When is a Capacity & Competency Assessment needed?

This assessment is recommended for individuals who:

  • Show signs of cognitive decline or mental illness,

  • Have experienced brain injuries or neurological disorders,

  • Are involved in legal matters concerning power of attorney, guardianship, or estate management,

  • Need to determine fitness to live independently or manage finances,

  • Are involved in disputes over decision-making abilities post-injury.

Need to arrange this Assessment for your client?

We make it simple. Contact us to refer a client, and we’ll coordinate everything from start to finish.

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