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    • Home
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      • Life Design Notes
      • Download Resources
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    • Professionals
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  • Home
  • Elders/Families
    • Services for You
    • Life Design Notes
    • Download Resources
  • Clinicians
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  • Practice Info

DMC Case Consult Group

The Collaborative Working Group is evolving:

Announcing the Decision Making Capacity Case Consultation and Collaborative Working Group!  (Too long a name...)


This free consultation group is for professionals working with older adults, specifically around issues of decision making capacity and methods of assessing capacity.  It meets five times a year from 12noon to 1:30pm (Pacific time, on Zoom) on selected Tuesdays: March 17, May 19, July 21, Sept 15, and Nov 17.  


In the first hour, attendees present relevant cases and questions for discussion. The remainder of the time is for professionals doing capacity assessment work, to discuss practical and business issues as well as new learning and research in related fields.   


Registration is required:  https://tinyurl.com/ysrywebv  

DMCA Program Materials

If you took the Spring 2025 classes: SCROLL DOWN to the bottom for your materials -- below the Fall class sections.

Fall 2025 Class 4 Materials

The Class 4 Slides are in 2-per-page format, or in 3-per-page with lines for notes -- UPDATED with training/event info from class. 

The Documentation Guidance handout has been updated as of Nov 9.  References (for all 4 classes) posted at the bottom of this list. 

Class 4 Slides 2pp NEW (pdf)Download
Class 4 Slides 3pp for notes NEW (pdf)Download
Documentation Guidance for DCM Reports (pdf)Download
Sample Redacted ACCS Report for DMC in EA (pdf)Download
Sample Redacted ACCS Summary for Testamentary DMC (pdf)Download
Sample ACCS Report Template (pdf)Download
ACCS Template Assessment Report (docx)Download
References Fall 2025 DMCAP (pdf)Download

Fall 2025 Class 3 Materials

The Class 3 Slides are in 2-per-page format, or in 3-per-page with lines for notes -- whichever works best for you. 

Please download the "Article on Consent – Pisano" and read this ahead of the Oct 29 class.  

The case study form is due back to me by November 5 (feel free to just email the info if form doesn't work for you).  

The top file is the additional slides and case studies from class. 

The rest of the handouts are for your reference -- updated/corrected Tests/Tools handout to come asap. 

Class 3 Case Studies and additional slides (pdf)Download
Class 3 Slides 2pp (pdf)Download
Class 3 Slides 3pp for notes (pdf)Download
Article on Consent - Pisano (pdf)Download
Case Study Form DUE BY WED Nov 5 (pdf)Download
Tests and Tools with Links to Resources (pdf)Download
Documentation Examples Explaining Tests and Data (pdf)Download
Documentation Examples of Discussion and Findings (pdf)Download

Fall 2025 Class 2 Materials

The Class 2 Slides are in 2-per-page format, or in 3-per-page with lines for notes -- whichever works best for you. 

Please download the "Advances-Challenges" article and read this ahead of the Oct 15 class.   

** The top file has the additional slides from the class that were not in the main sets:  includes the CEU questions, grief, UW SW Innovations in Aging Series, and case studies. 

The second file "He Was Expected to Get Alzheimer's" is a PDF copy of the NYT article, thanks to Nicole.

Class 2 Additional Slides (pdf)Download
He Was Expected to Get Alzheimer’s 25 Y...o (pdf)Download
Class 2 Slides 2pp (pdf)Download
Class 2 Slides 3pp for notes (pdf)Download
Handout Advances-Challenges article (pdf)Download
Handout Class 2 Resources (pdf)Download
Handout Factors Affecting DM (pdf)Download
Handout Medical Conditions Affecting DMC (pdf)Download
Handout Conditions Associated With Executive Dysfunction (pdf)Download

Fall 2025 Class 1 Materials

The Class 1 Slides are in 2-per-page format, or in 3-per-page with lines for notes -- whichever works best for you. 

Please download the "Class 1 Handout See Me article by Bonnie Genevay" - please read this ahead of the Oct 1 class.

The "Reference Materials and Online Resources" document is helpful for you to refer to throughout the classes. 

The ABA/APA worksheets will be reviewed in the Oct 1 class and subsequent classes. 

** The top file is the additional slides from the class that were not in the main sets.

   

Class 1 ADDITIONAL Slides 2pp (pdf)Download
Class 1 Slides 2pp (pdf)Download
Class 1 Slides 3pp notes (pdf)Download
Class 1 Handout See Me article by Bonnie Genevay (pdf)Download
Reference Materials and Online Resources List (pdf)Download
ABA APA Attorney Assessment Worksheet (pdf)Download
ABA APA Capacity Worksheet for Psychologists (pdf)Download
ABA APA judicial model clinical eval report form (pdf)Download

SPRING 2025 Class Slides

Class 1 Slides 2pp (pdf)Download
Class 2 Slides 2pp (pdf)Download
Class 3 Slides 2pp (pdf)Download
Class 4 Slides 2pp (pdf)Download

Spring 2025 Handouts & Resources

Combined References Resources (pdf)Download
Class 1 Handout Documentation (pdf)Download
Class 1 Handout Examples of Discussion and Findings Sections (pdf)Download
Class 1 Handout See Me article by Bonnie Genevay (pdf)Download
Class 2 Delirium_Tip_Sheet from UW Psychiatry (pdf)Download
Class 2 Handout Conditions Associated With Executive Dysfunction (pdf)Download
Class 2 Handout NASW Ethical Problem Solving (pdf)Download
Class 3 Handout Cog Tests Assess Tools Resources (pdf)Download
Class 3 Handout Documentation testing scores language (pdf)Download
Class 3 Handout Sample Assess Report Template (pdf)Download
Class 4 Handout Documentation Guidance - revised (pdf)Download
Class 4 Handout Sample Redacted ACCS Report for DMC in EA (pdf)Download

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