Healthcare Social Worker how-to

How to Help Complete an Advance Directive

Directives make wishes clear.

Updated By the Career Education Institute Curriculum Team
Quick answer

Directives make wishes clear. In short: explain; discuss; help, then complete the remaining steps below.

Step by step

  1. Explain the purpose.

  2. Discuss values and wishes.

  3. Help choose a health care proxy.

  4. Complete the state form.

  5. Arrange witnesses or notary.

  6. Share copies with the care team.

Safety reminders for healthcare social workers

  • Follow infection control in hospitals
  • Use de-escalation with distressed families
  • Protect patient privacy under HIPAA
  • Use supervision and self-care

Discharge planning · Psychosocial assessment · Advance directive · Health care proxy · Palliative care · Hospice: see the full healthcare social worker glossary.

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