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LRB-4932/1
SWB:amn&wlj
2023 - 2024 LEGISLATURE
November 15, 2023 - Introduced by Senators Knodl and Bradley, cosponsored by
Representatives Wichgers, Ortiz-Velez, Armstrong, Behnke, Bodden,
Brandtjen, Donovan, Murphy, Mursau, O'Connor, Rettinger and Rozar.
Referred to Committee on Health.
SB682,1,2 1An Act to create chapter 56 of the statutes; relating to: surrogate
2decision-making.
Analysis by the Legislative Reference Bureau
This bill allows for next of kin to be a surrogate decision maker for a patient in
a hospital who is incapacitated in certain circumstances. Under the bill, when a
hospital patient is incapacitated, the attending physician for the patient must make
a reasonable inquiry as to whether the patient has a guardian of the person or an
advanced planning instrument that applies to the patient's condition. For purposes
of the bill, either two physicians, a physician and an individual who possesses a
resident education license, or a physician and a licensed advanced practice clinician,
who have personally examined the patient, must make the determination and sign
a statement specifying that the patient is incapacitated.
Under the bill, if there is no guardian or applicable advanced planning
instrument, the attending physician must make a reasonable inquiry as to the
availability of a surrogate decision maker by contacting any family member
identified in the patient's health care records or other personal effects. The bill
requires the attending physician to attempt to contact that person by telephone
within 24 hours after a determination is made that the patient is incapacitated.
Under the bill, the following individuals, in the following order of priority, may act
as a surrogate decision maker: 1) the patient's spouse or domestic partner; 2) an adult
child of the patient or, if there is more than one adult child, a majority of the adult
children who are available for consultation within a reasonable period of time; 3) a
parent of the patient; 4) an adult sibling of the patient or, if there is more than one

adult sibling, a majority of the patient's adult siblings who are available for
consultation within a reasonable period of time; 5) a grandparent of the patient; 6)
an adult grandchild of the patient or, if there is more than one adult grandchild, a
majority of the patient's adult grandchildren who are available for consultation
within a reasonable period of time; or 7) a close friend or relative of the patient if the
person is at least 18 years of age, has maintained sufficient regular contact with the
patient to be familiar with the patient's activities, health, and beliefs, and has
exhibited special care and concern for the patient. The bill provides that if a willing
surrogate decision maker is identified, the attending physician must record the
surrogate decision maker's information in the patient health records. The bill
includes provisions for recording a replacement surrogate decision maker if the
initial person identified becomes unavailable.
The bill provides that a surrogate decision maker may, if made in accordance
with certain requirements, make decisions for the patient concerning the patient's
care, treatment, or therapies without involving the courts or legal process, but a
surrogate decision maker may not make a decision to continue or to forego
life-sustaining treatment. Under the bill, any decision made by a surrogate decision
maker must be recorded in consultation with the attending physician and must
conform as closely as possible to what the patient would have decided under the
circumstances, taking into account evidence that includes the patient's personal,
philosophical, religious, and moral beliefs and ethical values relative to the purpose
of life, sickness, medical procedures, suffering, and death. The bill requires that the
surrogate decision maker consult any available evidence of the patient's wishes,
including an unrevoked advanced planning instrument that is not valid due to a
technical deficiency or is not applicable to the patient's condition. The bill provides
that the absence of an advanced planning instrument does not give rise to any
presumption as to the patient's preferences regarding health care decisions. Under
the bill, if the patient's wishes are unknown and remain unknown after reasonable
efforts to discern them, the surrogate decision maker must make decisions on the
basis of the patient's best interests as determined by the surrogate decision maker.
In determining the patient's best interests, the surrogate decision maker must
consult with the patient's primary care provider, if any, and weigh all other
information, including the views of family and friends, that the surrogate decision
maker believes the patient would have considered if able to act for himself or herself.
The bill provides that a surrogate decision maker must exercise reasonable diligence
and, to the extent feasible under the circumstances, provide to all other individuals
known to that individual, including certain specific individuals described in the bill,
notice that the patient is incapacitated and of the right for individuals to apply for
temporary guardianship.
The bill provides that health care providers and other persons may rely on any
decision or direction made by the surrogate decision maker that is not clearly
contrary to the provisions of the bill to the same extent and with the same effect as
though it was made by the patient when the patient was not incapacitated. The bill
establishes that in the absence of actual knowledge to the contrary, a person may

presume that the acts of the surrogate decision maker conform to the requirements
under the bill.
Under the bill, a health care provider who relies on and carries out decisions
made by a surrogate decision maker and acts with due care and in accordance with
the provisions of the bill may not be subject to any claim, any criminal prosecution,
or discipline for unprofessional conduct on the basis of the lack of patient consent.
The bill does not prohibit a claim against a health care provider or facility based on
negligence relating to the performance of the health care provider's duties or the
carrying out of any instructions of the surrogate decision maker, nor does the bill
provide immunity from civil liability if the health care provider or other person has
actual knowledge either that the surrogate decision maker is not entitled to act at
the time an action is taken or that any particular action or inaction by the surrogate
decision maker is otherwise contrary to the requirements under the bill.
The bill provides that a surrogate decision maker who acts with due care and
in accordance with the provisions of the bill is not subject to criminal prosecution or
any claim based on the lack of surrogate authority or based on the surrogate decision
maker's failure to act. The bill also provides that a surrogate decision maker may
not be liable for any claim solely because he or she may benefit, has individual or
conflicting interests in relation to the care and affairs of the patient, or acts in a
different manner with respect to the patient's care or interests from what the
surrogate decision maker would do with respect to his or her own care or interests.
The people of the state of Wisconsin, represented in senate and assembly, do
enact as follows:
SB682,1 1Section 1 . Chapter 56 of the statutes is created to read:
SB682,3,22 chapter 56
SB682,3,43 health care surrogate
4 decision-making
SB682,3,5 556.01 Definitions. In this chapter:
SB682,3,6 6(1) “Advanced planning instrument” means any of the following:
SB682,3,77 (a) A declaration, as defined in s. 154.02 (1).
SB682,3,88 (b) A do-not-resuscitate order, as defined in s. 154.17 (2).
SB682,3,99 (c) A power of attorney for health care, as defined in s. 155.01 (10).
SB682,4,3 10(2) “Attending physician” means a physician licensed under subch. II of ch. 448
11who is selected by or assigned to the patient and who has primary responsibility for

1treatment and care of the patient. If more than one physician shares primary
2responsibility for treatment and care of the patient, any of those physicians may act
3as the attending physician under this chapter.
SB682,4,4 4(3) “Guardian of the person” has the meaning given in s. 54.01 (12).
SB682,4,8 5(4) “Incapacitated” means unable to receive and evaluate information
6effectively or to communicate decisions to such an extent that the individual lacks
7the capacity to manage his or her health care decisions, including decisions about his
8or her hospital and post-hospital care.
SB682,4,9 9(5) “Patient health care records” has the meaning given in s. 146.81 (4).
SB682,4,24 1056.03 Applicability. (1) Except as otherwise provided in this section, this
11chapter applies to a patient in a hospital who is incapacitated. The desires of a
12patient who is not incapacitated supersede any surrogate decision-making
13authority under this chapter. A determination that a patient is incapacitated for
14purposes of this chapter shall be made by 2 physicians, as defined in s. 448.01 (5),
15by one physician and one individual who possesses a resident education license
16issued under s. 448.04 (1) (bm), or by one physician and one licensed advanced
17practice clinician, as defined in s. 155.01 (1g), who personally examine the patient
18and sign a statement specifying that the patient is incapacitated. Mere old age,
19eccentricity, or physical disability, either singly or together, are insufficient to make
20a finding that a patient is incapacitated. Neither of the individuals who make a
21determination that a patient is incapacitated may be a relative, as defined in s.
22242.01 (11), of the patient or have knowledge that he or she is entitled to or has a
23claim on any portion of the patient's estate. A copy of the statement shall be included
24in the patient's health care records.
SB682,5,2
1(2) This chapter does not apply to patients who have in effect any of the
2following:
SB682,5,33 (a) A guardian of the person.
SB682,5,44 (b) A declaration, as defined in s. 154.02 (1).
SB682,5,55 (c) A do-not-resuscitate order, as defined in s. 154.17 (2).
SB682,5,76 (d) A health care agent, as defined in s. 155.01 (4), under a power of attorney
7for health care, as defined in s. 155.01 (10).
SB682,5,9 8(3) This chapter does not apply to any patient described under sub. (1) who is
9the subject of any pending action under ch. 51, 54, or 55.
SB682,5,24 1056.05 Identification of a surrogate decision maker. (1) (a) Whenever a
11patient in a hospital is incapacitated, the attending physician shall make a
12reasonable inquiry as to whether the patient has a guardian of the person or an
13advanced planning instrument that applies to the patient's condition. If the patient
14does not have a guardian of the person or an applicable advanced planning
15instrument, the attending physician shall make a reasonable inquiry as to the
16availability of any possible surrogate decision maker under sub. (2). At a minimum,
17the attending physician shall contact any family member of the patient that is
18identified in the patient health care records or other personal effects. If a family
19member is identified, the attending physician shall attempt to contact that person
20by telephone within 24 hours after a determination is made that the patient is
21incapacitated. No person may be held liable for civil damages or be subject to
22professional discipline for violating a patient's right to confidentiality as a result of
23making a reasonable inquiry as to the availability of any possible surrogate decision
24maker, except for willful or wanton misconduct.
SB682,6,2
1(b) For the purposes of par. (a), the attending physician may delegate the
2attending physician's duty to do any of the following:
SB682,6,43 1. Make a reasonable inquiry as to whether the patient has a guardian of the
4person or an advanced planning instrument that applies to the patient's condition.
SB682,6,65 2. Make a reasonable inquiry as to the availability of any possible surrogate
6decision maker under sub. (2).
SB682,6,87 3. Contact any family member of the patient that is identified in the patient
8health care records or other personal effects.
SB682,6,10 9(2) The following individuals, in the following order of priority, may act as a
10surrogate decision maker for an incapacitated patient under this chapter:
SB682,6,1111 (a) The patient's spouse or domestic partner under ch. 770.
SB682,6,1412 (b) An adult child of the patient or, if there is more than one adult child, a
13majority of the patient's adult children who are available within a reasonable period
14of time for consultation with the patient's attending physician.
SB682,6,1515 (c) A parent of the patient.
SB682,6,1816 (d) An adult sibling of the patient or, if there is more than one adult sibling, a
17majority of the patient's adult siblings who are available within a reasonable period
18of time for consultation with the patient's attending physician.
SB682,6,1919 (e) A grandparent of the patient.
SB682,6,2220 (f) An adult grandchild of the patient or, if there is more than one adult
21grandchild, a majority of the patient's adult grandchildren who are available within
22a reasonable period of time for consultation with the patient's attending physician.
SB682,6,2423 (g) A close friend or relative of the patient, other than a person specified in pars.
24(a) to (f), to whom all of the following apply:
SB682,7,3
11. The person is at least 18 years of age and has maintained sufficient regular
2contact with the patient to be familiar with the patient's activities, health, and
3beliefs.
SB682,7,44 2. The person has exhibited special care and concern for the patient.
SB682,7,8 5(3) (a) If a willing surrogate decision maker has been identified under sub. (2),
6the patient's attending physician shall record the surrogate decision maker's name,
7address, telephone number, and relationship to the patient in the patient health care
8records.
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