4.3 Check evidence relevant to the basis for access
Clinical professionals and staff must verify the following information about a proxy and a patient to evidence a basis for access:
Last edited: 6 May 2026 1:57 pm
Chapters
- DAPB3051 Identity Verification and Authentication Standard for Health and Care, Authorisation Use Case: Proxy
- Glossary
- Use of the terms "must" and "should" in this guidance
- 1.0 Overview
- 1.1 Purpose of this standard
- 1.2 Who this standard applies to
- 1.3 What this standard does not cover
- 1.4 Compatibility with other standards and guidelines
- 2.1 Types of proxy access: formal and informal proxy access
- 2.2 Types of proxy access: Records access by a clinical professional
- 3.0 Roles and responsibilities
- 4.0 Grant proxy access
- 4.1 Assess if access is appropriate
- 4.1.1 Establish whether access is necessary
- 4.1.2 Establish whether access is relevant
- 4.1.3 Establish whether access is safe
- 4.2 Establish a basis for access
- 4.3 Check evidence relevant to the basis for access
- 4.3.1 Verify the proxy and patient’s identity
- 4.3.2 Understand if the patient has the ability to consent
- 4.3.3 Obtain the patient’s informed consent to proxy access, if appropriate
- 4.3.4 Verify evidence of a basis for access if the patient cannot consent
- 4.4 Redact sensitive information based on what is being shared
- 4.5 Audit decisions about proxy access
- 4.6 Communicate the outcome of a decision to grant or deny proxy access
- 5.0 The scope of proxy access
- 6.0 System audit of proxy access
- 7.0 Managing proxy access
- 7.1 Ongoing reviews of proxy access
- 7.2 Age and development based reviews of access
- 7.3 Time-bound reviews of access
- 7.4 Wider events that materially affect proxy access
- Appendix A: Ways to evidence a basis for access if the patient is not capable of providing informed consent
- Appendix B: Driver diagram articulating the strategic aims of this information standard