Florida Senate - 2017 SB 804 By Senator Brandes 24-00700A-17 2017804__ 1 A bill to be entitled 2 An act relating to electronic health records; amending 3 s. 765.101, F.S.; redefining the terms “health care 4 decision” and “incapacity” or “incompetent”; creating 5 s. 765.114, F.S.; authorizing a person to donate his 6 or her electronic health records, subject to certain 7 requirements; authorizing electronic health records 8 and qualified electronic health records to be donated 9 to specified entities for specified purposes; 10 providing a form for a uniform donor card; requiring 11 electronic health records and qualified electronic 12 health records donated by a health care surrogate to 13 be de-identified; authorizing a donor to amend the 14 terms or revoke an electronic health records donation 15 in specified manners; creating s. 765.1141, F.S.; 16 requiring the Agency for Health Care Administration 17 and the Department of Highway Safety and Motor 18 Vehicles to develop and implement a program that 19 encourages and authorizes persons to donate electronic 20 health records and qualified electronic health records 21 as part of a process of issuing and renewing 22 identification cards and driver licenses; requiring 23 specified information to be included in the donor 24 registration card distributed by the department; 25 requiring the agency and the department to develop and 26 implement a program to identify donors through 27 notations on identification cards and driver licenses; 28 requiring the agency to provide certain supplies and 29 forms, and the department to provide a recordkeeping 30 system; prohibiting the department and agency from 31 incurring liability in connection with the performance 32 of certain acts; requiring the department to maintain 33 a link on its website referring visitors to an 34 electronic health records repository under certain 35 circumstances; requiring rulemaking; amending s. 36 765.203, F.S.; revising the suggested form for 37 designation of a health care surrogate to expand 38 health care decision authority of the health care 39 surrogate; providing an effective date. 40 41 Be It Enacted by the Legislature of the State of Florida: 42 43 Section 1. Paragraph (e) is added to subsection (6) of 44 section 765.101, Florida Statutes, and subsection (10) of that 45 section is amended, to read: 46 765.101 Definitions.—As used in this chapter: 47 (6) “Health care decision” means: 48 (e) The right of a health care surrogate or proxy to donate 49 the principal’s electronic health records and qualified 50 electronic health records, as defined in s. 408.051, upon the 51 principal’s death to an approved medical or dental school, 52 college, university, hospital, or repository that collects, 53 stores, and shares de-identified electronic health records in 54 the public domain for purposes of educating or developing 55 diagnoses, treatment choices, policies, health care system 56 designs, and innovations in order to improve health outcomes and 57 reduce health care costs. For purposes of this paragraph, the 58 term “approved” means approved by the Department of Health. 59 (10) “Incapacity” or “incompetent” means the patient is 60 physically or mentally unable to communicate a willful and 61 knowing health care decision. For the purposes of making an 62 anatomical gift or donating electronic health records or 63 qualified electronic health records, the term also includes a 64 patient who is deceased. 65 Section 2. Section 765.114, Florida Statutes, is created to 66 read: 67 765.114 Donating electronic health records and qualified 68 electronic health records.— 69 (1) A person may donate all or part of his or her 70 electronic health records or qualified electronic health records 71 by doing any of the following: 72 (a) Signing an electronic health records donor card. 73 (b) Indicating an intent to donate on his or her driver 74 license or identification card issued by the Department of 75 Highway Safety and Motor Vehicles. Revocation, suspension, 76 expiration, or cancellation of the driver license or 77 identification card does not invalidate the intent to donate. 78 (c) Expressing a wish to donate in a living will or other 79 advance directive. 80 (d) Expressing a wish to donate in a will. The donation 81 becomes effective upon the death of the testator without waiting 82 for probate. If the will is not probated or if it is declared 83 invalid for testamentary purposes, the donation is nevertheless 84 valid to the extent that it has been acted upon in good faith. 85 (e) Expressing a wish to donate in a document other than a 86 will. The document must be signed by the donor in the presence 87 of two adult witnesses, who must sign the document in the 88 donor’s presence. If the donor cannot sign, the document may be 89 signed by another person at the donor’s direction and in his or 90 her presence and in the presence of two witnesses, who must sign 91 the document in the donor’s presence. Delivery of the document 92 during the donor’s lifetime is not necessary to make the intent 93 to donate valid. The following form of written document is 94 sufficient for any person to make a donation of electronic 95 health records or qualified electronic health records for the 96 purposes of this part: 97 98 UNIFORM ELECTRONIC HEALTH RECORDS DONOR CARD 99 100 The undersigned hereby makes this health records donation, to 101 take effect on death. The words and marks below indicate my 102 desires: 103 I give: 104 1. .... all electronic health records; 105 2. .... only the following electronic health records: 106 ...[Specify the health records]... 107 for the purpose of medical research or education. 108 109 Signed by the donor and the following witnesses in the presence 110 of each other: 111 112 ...(Signature of donor)... ...(Date of birth of donor)... 113 ...(Date signed)... ...(City and State)... 114 115 ...(Witness)... ...(Witness)... 116 ...(Address)... ...(Address)... 117 118 (2) The de-identified electronic health records may be 119 given to one or more donees that are accredited medical or 120 dental schools, colleges, universities, hospitals, or 121 repositories for the purposes of educating or developing 122 diagnoses, treatment choices, policies, health care system 123 designs, and innovations to improve health outcomes and reduce 124 health care costs. The donees must be approved by the Department 125 of Health and may be specified by name. 126 (3) Any electronic health records donated by a health care 127 surrogate designated by the decedent pursuant to part II of this 128 chapter must be de-identified, and such donation must be made by 129 a document signed by that person or made by that person’s 130 witnessed telephonic discussion, telegraphic message, or other 131 recorded message. 132 (4) A donor may amend the terms of or revoke a donation of 133 electronic health records by any of the following means: 134 (a) The execution and delivery to the donee of a signed 135 statement witnessed by at least two adults, one of whom is a 136 disinterested witness. 137 (b) An oral statement that is made in the presence of two 138 adult witnesses, one of whom is not a family member, and 139 communicated to the donor’s family or attorney or to the donee. 140 An oral statement is effective only if the medical or dental 141 school, college, university, hospital, or repository has actual 142 notice of the oral amendment or revocation. 143 (c) An oral statement made during a terminal illness or 144 injury addressed to the primary physician, who must communicate 145 the revocation of the gift to the medical or dental school, 146 college, university, hospital, or repository. 147 (d) A signed document found on or about the donor’s person. 148 (e) A later-executed document of donation which amends or 149 revokes a previous health records donation or portion of a 150 health records donation, either expressly or by inconsistency. 151 (f) The destruction or cancellation, with the intent to 152 revoke the donation, of the document that indicates the intent 153 to donate or the destruction or cancellation of that portion of 154 the document which indicates the intent to donate. 155 Section 3. Section 765.1141, Florida Statutes, is created 156 to read: 157 765.1141 Electronic health records donations as part of 158 driver license or identification card process.— 159 (1) The Agency for Health Care Administration and the 160 Department of Highway Safety and Motor Vehicles shall develop 161 and implement a program encouraging and authorizing persons to 162 donate electronic health records and qualified electronic health 163 records, as defined in s. 408.051, as a part of the process of 164 issuing and renewing identification cards and driver licenses. 165 The donor registration card distributed by the department must 166 include the information and signatures required in the uniform 167 electronic health records donor card under s. 765.114(1)(e) and 168 such additional information as determined necessary by the 169 department. The department shall also develop and implement a 170 program to identify donors which includes notations on 171 identification cards and driver licenses to clearly indicate the 172 individual’s intent to donate his or her electronic health 173 records. The agency shall provide the necessary supplies and 174 forms using appropriated funds or contributions from interested 175 voluntary, nonprofit organizations. The department shall provide 176 the necessary recordkeeping system using appropriated funds. The 177 department and the agency do not incur liability in connection 178 with the performance of any act authorized in this section. 179 (2) The department shall maintain an integrated link on its 180 website referring a visitor renewing an identification card or a 181 driver license or conducting other business to an electronic 182 health records repository if available. 183 (3) The department, after consultation with and concurrence 184 by the agency, shall adopt rules to implement this section 185 pursuant to chapter 120. 186 Section 4. Section 765.203, Florida Statutes, is amended to 187 read: 188 765.203 Suggested form of designation.—A written 189 designation of a health care surrogate executed pursuant to this 190 chapter may, but need not be, in the following form: 191 192 DESIGNATION OF HEALTH CARE SURROGATE 193 194 I, ...(name)..., designate as my health care surrogate under s. 195 765.202, Florida Statutes: 196 197 Name: ...(name of health care surrogate)... 198 Address: ...(address)... 199 Phone: ...(telephone)... 200 201 If my health care surrogate is not willing, able, or reasonably 202 available to perform his or her duties, I designate as my 203 alternate health care surrogate: 204 205 Name: ...(name of alternate health care surrogate)... 206 Address: ...(address)... 207 Phone: ...(telephone)... 208 209 INSTRUCTIONS FOR HEALTH CARE 210 211 I authorize my health care surrogate to: 212 ...(Initial here)... Receive any of my health information, 213 whether oral or recorded in any form or medium, that: 214 1. Is created or received by a health care provider, health 215 care facility, health plan, public health authority, employer, 216 life insurer, school or university, or health care 217 clearinghouse; and 218 2. Relates to my past, present, or future physical or 219 mental health or condition; the provision of health care to me; 220 or the past, present, or future payment for the provision of 221 health care to me. 222 I further authorize my health care surrogate to: 223 ...(Initial here)... Make all health care decisions for me, 224 which means he or she has the authority to: 225 1. Provide informed consent, refusal of consent, or 226 withdrawal of consent to any and all of my health care, 227 including life-prolonging procedures. 228 2. Apply on my behalf for private, public, government, or 229 veterans’ benefits to defray the cost of health care. 230 3. Access my health information reasonably necessary for 231 the health care surrogate to make decisions involving my health 232 care and to apply for benefits for me. 233 4. Decide to make an anatomical gift pursuant to part V of 234 chapter 765, Florida Statutes. 235 5. Donate my electronic health records and qualified 236 electronic health records, as defined in s. 408.051, Florida 237 Statutes, to one or more accredited medical or dental schools, 238 colleges, universities, hospitals, or repositories, approved by 239 the Department of Health, to share my de-identified health 240 records for purposes of developing diagnoses, treatment choices, 241 policies, health care system designs, and innovations to improve 242 health outcomes and reduce health care costs. 243 ...(Initial here)... Specific instructions and 244 restrictions: .................................................. 245 ................................................................ 246 ................................................................ 247 248 While I have decisionmaking capacity, my wishes are controlling 249 and my physicians and health care providers must clearly 250 communicate to me the treatment plan or any change to the 251 treatment plan prior to its implementation. 252 253 To the extent I am capable of understanding, my health care 254 surrogate shall keep me reasonably informed of all decisions 255 that he or she has made on my behalf and matters concerning me. 256 257 THIS HEALTH CARE SURROGATE DESIGNATION IS NOT AFFECTED BY MY 258 SUBSEQUENT INCAPACITY EXCEPT AS PROVIDED IN CHAPTER 765, FLORIDA 259 STATUTES. 260 261 PURSUANT TO SECTION 765.104, FLORIDA STATUTES, I UNDERSTAND THAT 262 I MAY, AT ANY TIME WHILE I RETAIN MY CAPACITY, REVOKE OR AMEND 263 THIS DESIGNATION BY: 264 (1) SIGNING A WRITTEN AND DATED INSTRUMENT WHICH EXPRESSES 265 MY INTENT TO AMEND OR REVOKE THIS DESIGNATION; 266 (2) PHYSICALLY DESTROYING THIS DESIGNATION THROUGH MY OWN 267 ACTION OR BY THAT OF ANOTHER PERSON IN MY PRESENCE AND UNDER MY 268 DIRECTION; 269 (3) VERBALLY EXPRESSING MY INTENTION TO AMEND OR REVOKE 270 THIS DESIGNATION; OR 271 (4) SIGNING A NEW DESIGNATION THAT IS MATERIALLY DIFFERENT 272 FROM THIS DESIGNATION. 273 274 MY HEALTH CARE SURROGATE’S AUTHORITY BECOMES EFFECTIVE WHEN MY 275 PRIMARY PHYSICIAN DETERMINES THAT I AM UNABLE TO MAKE MY OWN 276 HEALTH CARE DECISIONS UNLESS I INITIAL EITHER OR BOTH OF THE 277 FOLLOWING BOXES: 278 279 IF I INITIAL THIS BOX [....], MY HEALTH CARE SURROGATE’S 280 AUTHORITY TO RECEIVE MY HEALTH INFORMATION TAKES EFFECT 281 IMMEDIATELY. 282 283 IF I INITIAL THIS BOX [....], MY HEALTH CARE SURROGATE’S 284 AUTHORITY TO MAKE HEALTH CARE DECISIONS FOR ME TAKES EFFECT 285 IMMEDIATELY. PURSUANT TO SECTION 765.204(3), FLORIDA STATUTES, 286 ANY INSTRUCTIONS OR HEALTH CARE DECISIONS I MAKE, EITHER 287 VERBALLY OR IN WRITING, WHILE I POSSESS CAPACITY SHALL SUPERSEDE 288 ANY INSTRUCTIONS OR HEALTH CARE DECISIONS MADE BY MY SURROGATE 289 THAT ARE IN MATERIAL CONFLICT WITH THOSE MADE BY ME. 290 291 SIGNATURES: Sign and date the form here: 292 ...(date)... ...(sign your name)... 293 ...(address)... ...(print your name)... 294 ...(city)... ...(state)... 295 296 SIGNATURES OF WITNESSES: 297 First witness Second witness 298 ...(print name)... ...(print name)... 299 ...(address)... ...(address)... 300 ...(city)... ...(state)... ...(city)... ...(state)... 301 ...(signature of witness)... ...(signature of witness)... 302 ...(date)... ...(date)... 303 Section 5. This act shall take effect July 1, 2017.