The caseworker will document in the case record if it was not possible to interview the client in private. An independent evaluation of capacity shall be required when requested by a Probate Court or guardian ad litem , or may be required when the initial evaluation is questioned by either the client or BEAS staff. An independent evaluation is performed by a physician or licensed clinical psychologist who is neither involved in the treatment of the alleged incapacitated adult nor connected with an institution where the adult is a patient or is detained. The caseworker may contact collateral's, witnesses, and alleged the perpetrator without client permission. An administrative subpoena may be utilized to require persons or agencies to disclose or provide to BEAS information or records regarding the client.
Exceptions require supervisory approval.
The caseworker will compare statements made by the client, alleged perpetrator, witnesses, and others for consistency and identify significant discrepancies or contradictions. Findings may be substantiated by client report, collateral contacts, eyewitness report or physical evidence. The caseworker will also determine whether the allegations are substantiated or not. Based on the client's needs and abilities, the caseworker will determine appropriate services. To the extent such services are available, services will be offered, and will be provided only with consent of the client or client's legal representative.