A consult by video or phone must be completed with the capacity assessment applicant to determine a formal capacity assessment is appropriate. A capacity assessor is legally required to obtain health records to confirm a medical assessment of the client has been completed by a physician within the three month period immediately preceding the capacity assessment. This is to ensure the adult being assessed is not was suffering from a reversible temporary medical condition that would be  likely to have a significant impact on the adult's capacity to make a decision about a personal matter or a financial matter. As well health records are required to confirm medical conditions and health history that would be pertinent to a capacity assessment.
 

Without a medical assessment or check up being completed in the past three months on the client, a capacity assessment can not legally  be completed. If you don’t have access to a family physician a walk in clinic physician or hospital assessment would be sufficient as long as the capacity assessor can obtain the required health records. As well you can call 8-1-1 Health link or go online to https://albertafindadoctor.ca/  or https://www.albertahealthservices.ca/info/Page13253.aspx to find family physicians accepting new patients. 

$500 - Fee for a capacity assessment in one the three areas of:

• Co-decision-making​

• Guardianship

• Trusteeship

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$700 - Fee for combined Guardianship and Trusteeship Capacity Assessment

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 Capacity assessments usually take 1-3 hours depending on each individual client. Assessments are not rushed to ensure a thorough assessment. Our team takes these assessments seriously and understands the results of the assessment can be life changing for clients and as such need to be handled with care and professionalism. 
 

The listed service rates include:

• Initial consult with the assessment applicant by phone or video call to ensure a capacity assessment is indicated and appropriate

• Reviewing and obtaining health records from the client’s health care team

• Formal capacity assessment with the client to assess for guardianship and/or trusteeship

• Completion of a capacity assessment report with recommendations if the client has capacity or lacks capacity in certain domain areas. Indications if formal guardianship or trusteeship are indicated or if possibly co-decision making may be appropriate.

• ​A copy of the capacity assessment and legal paper work (if indicated) for the applicant to submit (to the courts or the Office of the Public Guardian and Trustee Office of Alberta).
  A capacity assessor does not file the assessment paper work, it is the applicants responsibility to file the paper work accordingly. 

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If you are requesting a capacity assessment to be completed at a location other than the clinics Leduc, AB office, additional fees for time and mileage will apply. These additional fees will be discussed prior to completing services

Our team offers the option of completing a capacity assessment at our Leduc Clinic location which has accessible ramps and main floor access. Or there is the option of our team going mobile within Alberta to your home, care facility or other location that is most comfortable for the client. If the client has mobility, physical health or mental health barriers to being seen at our clinic location this could be an option. Our team wants to ensure clients have access to the assessments they require in a community based setting. Assessing a client in their home environment can be helpful in getting a clear picture of their overall functioning, and their ability to navigate their needs day to day. 

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Please contact our team to inquire about our mobile, community based capacity assessment services within Alberta. There are additional fees for travel. Please contact us for further details. 

Please refer to the website of the Office of the Public Guardian and Trustee of Alberta  for more specific information on capacity assessments:

https://www.alberta.ca/capacity-assessment