DecisionTracker™

How it works

Take advantage of the unique prevention tool to protect your clients

Simple evidence-based process

Adults are presumed capable of making their own decisions, unless reasonable grounds exist to believe otherwise. DecisionTracker™ helps professionals identify those reasonable grounds by screening for risk factors, corroborating information, and monitoring changes over time.

It’s not a capacity assessment tool. It is a proactive safeguard that empowers you to act responsibly without overstepping your role.

A picture of someone holding a tablet device with both hands, displaying a screen of DecisionTracker™

Canada's first evidence-based screening platform

The power of corroboration

Unlike traditional tools, DecisionTracker™ uses a structured method to cross-check the adult’s understanding with trusted informants. If contradicting information arises during the screening process, the adult is asked to address and explain the contradiction.

If the adult cannot recognize that a conflict exists, or attempts to justify the contradiction but their reasoning is incoherent, this response could be considered a red flag. Conversely, the ability to acknowledge the conflict and provide a logical explanation is generally a positive sign.

This corroborative method provides a clear picture to identify risk and helps professionals take action appropriately and confidently.

The people involved

Administrator:
A picture of someone holding a tablet device with both hands, displaying a screen of DecisionTracker™
The person using the DecisionTracker™ to gather corroborative information from the Informants and screen the Adult for risk factors.
Informants:
The people who will provide information about the Adult to the Administrator. Trusted contacts, SDMs, or the adult's health, finance, or legal service providers.
The Adult:
The person being screened through DecisionTracker™ to identify potential risk factors against fraud or incapacity before a disaster unfolds.

3 Steps to smarter risk management

1. Gather Insights from Trusted Informants
2. Screen the Adult and address conflicting information to identify red flags
3. Track Over Time to spot sudden changes and intervene early

Basic principles of capacity

Presumed Capacity

By Canadian law and ethical standards, adults are presumed capable of making their own decisions unless Reasonable Grounds exist to suggest otherwise.

Reasonable Grounds

Reasonable grounds exist when a person lacks the ability to understand key information about their circumstances. An adult will have increased risk of being incapable and needing further assessment if they are not aware of the:

  • Assistance they need;
  • Limitations they have; and
  • Presence of specific circumstantial risk factors.

Red Flags

Risk factors that may indicate a loss or decline of capacity, derived from the adult's response to the DecisionTracker™ questions or contradictions. Trained DecisionTracker™ users will be able to appropriately identify Red Flags and effectively document the context. This will create a clear record for escalation and demonstrate due diligence for compliance and liability protection.

What makes DecisionTracker™ effective

There are two important parts that make DecisionTracker™ highly effective and help build the trust between the adult and the person using it.

Proactively agree on what happens if:

The adult refuses to participate

When a person is incapable of making decisions and at risk of harm, the adult may not agree to participate in the DecisionTracker™ screening. You and the adult must agree on what should occur in this situation while they are capable.

or

You identify a risk factor or red flag

During the DecisionTracker™ interview, the adult may provide information or responses that trigger a red flag. When a red flag is identified, it is important to follow through on the procedures agreed upon, prior to the use of DecisionTracker™.

Recommended Options:

  1. Seek corroborative information from a trusted contact
  2. Seek a formal assessment
  3. Start acting as a Professional Substitute Decision-Maker (or talk to an appointed SDM as a business)

Frequently asked questions

Is DecisionTracker™ an assessment tool?

No. It’s a screening and monitoring tool designed to identify risk factors, not to diagnose or assess capacity.

Do I need specialist training to use it?

As part of your onboarding process, we offer a quick training course that will help professionals navigate through the system, and have a fundamental understanding of how to identify red flags. Contact us to learn more.

What happens if I find risk factors?

This is the time to follow through with the procedure that you've (hopefully) previously agreed upon with your client. Contact their Power of Attorney, recommend a formal assessment, or follow your organization’s safeguarding policies to proactively protect your client.

How is this different from other tools like the MMSE or MoCA?

Unlike the MMSE or MoCA that screens for potential cognitive impairment, the DecisionTracker™ uniquely helps you corroborate information from trusted informants with the adult's own understanding, reducing bias and improving accuracy. This is a highly effective method to screen for and track risk factors for potential incapacity over time.

Is the data secure?

Yes. DecisionTracker™ complies with Canadian privacy and data protection standards to keep client information safe.

Can capacity change over time?

Yes. That’s why monitoring is essential. DecisionTracker™ not only screens for risk factors but also helps you track changes over time and allows you to act before harm occurs.

Start screening today

If you are a business or professional looking to take the next step, request access to the DecisionTracker™ through the inquiry form below.

Request Access