# Guardianship Capacity Record Review > Record review for guardianship and conservatorship petitions: cognitive testing, functional findings and physician certificates assembled and page-cited. Canonical page: https://medrecords.ai/solutions/guardianship-capacity-record-review/ --- New — **Missing Records Detection:** flags every visit, provider, and date missing from the file. [See how →](https://medrecords.ai/product/missing-records-identification/) [Home](https://medrecords.ai/) ›[Solutions](https://medrecords.ai/solutions/) › — Guardianship Capacity Review GUARDIANSHIP CAPACITY RECORD REVIEW ## A capacity petition rises or falls on functional evidence, not diagnoses. Guardianship capacity record review services assemble what a capacity petition is decided on: diagnoses, cognitive testing with dates and scores, documented functional limitations, medication effects and each physician certificate on file, all cited to their pages. The capacity determination belongs to the clinician and the court. [Test a file ](https://medrecords.ai/test-a-file/?src=guardianship-capacity-record-review) [Book a demo](https://medrecords.ai/demo/) Click any row → the source page it cites Capacity record digest · Case #IME-4812 documented Adams, Timothy · respondent record 342 pp / 2 packets received logged 11 duplicate pages removed free p.140 — wrong patient quarantined Pages 342 Documents 27 Cited 100% ### The statute names the evidence. The probate court weighs it. We do not build for a case type until we can name the standard that defines a correct output and the person who grades the file against it. In guardianship and conservatorship petitions, both are already published. The standard and the referee The rulebook - The forum state’s guardianship and conservatorship code, which specifies the physician or evaluator certificate the petition must carry and what it must address - The Uniform Guardianship, Conservatorship, and Other Protective Arrangements Act, where the state has adopted it, which frames capacity as a functional question rather than a diagnostic one - The American Bar Association Commission on Law and Aging and American Psychological Association handbooks on assessing older adults with diminished capacity - The court’s own petition and certificate forms, which set the fields an evaluator has to complete The referee - The probate or surrogate court, which grants, limits or denies the petition - The court visitor or guardian ad litem, who reads the same record and reports independently - Counsel for the respondent, who cross-examines any limitation the record does not document A petition continued because the certificate rested on a diagnosis alone From 10¢ to as low as 5¢/page here, duplicates free Capacity record digest · Case #IME-4812 cited 100% Packet — 342 pp / 2 packets · 11 deduplicated — logged Cognitive testing — Instrument, date and score as charted — cited Functional limitations — Documented, not inferred from diagnosis — cited Medication effects — Sedating or cognition-affecting agents — flagged Digest delivered · cited 100% · no capacity determination How it works ### 3 steps between the record and the petition. 01 #### Send the respondent’s records Primary care and specialist notes, neuropsychological or cognitive testing, hospital records, medication lists and any prior evaluations, in any format. 02 #### We return the digest, page-cited Diagnoses, testing with instruments and dates, the functional limitations the record actually documents, and the medications that bear on cognition. 03 #### The evaluator and the court decide The clinician completes the certificate under their own license; the court decides whether and how far to limit rights. The digest is the cited record beneath both. The boundary, in writing ### A digest of the record, not a determination of capacity. We assemble and cite what the record documents. We do not assess capacity, complete or sign a physician certificate, opine on whether a guardianship should issue, or recommend the scope of any limitation. Those are clinical and judicial decisions, and they stay that way. In the demo case, page 140 turned out to belong to a different patient. In a capacity file, a misattributed cognitive score is the kind of error that costs someone their rights, so it is quarantined rather than carried. Audit trail · Case #IME-4812 exportable 08:12 — Packet received · 342 pp / 2 packets — system 08:31 — 11 pages deduplicated — system 08:44 — p.140 flagged — wrong patient — system 08:54 — Capacity record digest complete · digest delivered · cited 100% — system 09:20 — Capacity record digest reviewed · citations verified — reviewer 09:26 — Capacity record digest exported · petition exhibit assembled by counsel — reviewer Every access logged · file deleted 30 days after delivery Why Medrecords AI ### The rules the platform never breaks. EVERY LINE CITED CASE #IME-4812 · ADAMS, T. 342 pp 2/14 — ER visit, right knee p.4 4/18 — arthroscopic surgery p.61 p.140 — wrong patient quarantined Medrecords AI Read every page · cite every line #### HIPAA, under a signed BAA Every file is handled under our Business Associate Agreement, from the first byte. #### Never trains a model Your records are never used to train any AI model — ours or anyone else's. #### Every line cited If we can't cite it, we don't say it. Every sentence links to its source page. #### Deleted after delivery Files are deleted 30 days after delivery, with a full audit log of every access. Powered by the platform ### 7 capabilities behind every capacity record digest. The capacity record digest is one deliverable of the same platform that reads, sorts, and cites the whole record. [ #### Medical Records OCR Every page read in full, including handwritten office notes where functional observations usually sit. IN ACTION · 342 pp / 2 packets, read in full ](https://medrecords.ai/product/ocr/) [ #### Medical Chronology Testing and functional entries assemble in date order, so decline or stability is visible rather than asserted. IN ACTION · first evaluation → current status, one timeline ](https://medrecords.ai/product/chronology/) [ #### Verifiable AI Citations Every limitation in the digest links to the entry that documents it. Diagnoses alone are not carried as limitations. IN ACTION · digest → cited 100% ](https://medrecords.ai/product/citations/) [ #### Medical Summary Reports It exports into the evaluator’s certificate worksheet or the petition exhibit in your format. IN ACTION · digest → petition exhibit ](https://medrecords.ai/product/summaries/) [ #### Medical Record Deduplication Forty charts pulled from multiple practices and EHR migrations carry their share of duplicate visit notes. Each is matched and collapsed to one canonical record, so the prescribing pattern is read once per real encounter. IN ACTION · 40 charts → duplicate visit notes collapsed to 1 record each ](https://medrecords.ai/product/medical-record-deduplication/) [ #### Missing Records Identification A prescribing pattern read across 40 charts is only as sound as the file behind it. When a chart references a visit, refill, or referral that never made it into the production, the gap is flagged before the pattern goes to the board. IN ACTION · prescribing pattern cross-checked → gaps flagged before submission ](https://medrecords.ai/product/missing-records-identification/) [ #### Cross-Exam Simulator A board investigator or defense counsel builds a case from the chart abstraction. This tool maps the questioning a physician facing that hearing is likely to face on the gaps and pattern in their own record. A rehearsal tool, not legal advice. IN ACTION · prescribing pattern → likely hearing questions mapped ](https://medrecords.ai/product/cross-exam-simulator/) FAQ ### Guardianship capacity review, answered. No. Capacity is determined by a qualified clinician on examination and by the court on the evidence. We assemble the cited record underneath that: testing, diagnoses, documented functional limitations and medication effects, each linked to its page. Because modern guardianship statutes turn on function, not label. A dementia diagnosis is not itself evidence that a person cannot manage a specific decision. The digest carries documented functional observations separately, with pages, so the certificate can rest on them. Yes. The same cited digest shows where a claimed limitation has no supporting entry, which is exactly what a court visitor or respondent’s counsel is looking for. The record does not change depending on who ordered the review. No. Medrecords AI does not retrieve records from providers or facilities. You bring the records you already have — review starts in minutes from upload. Retrieval vendors take days; you can keep yours and still cut the review to minutes. ### Send one file. We'll tell you what we can read. No obligation. If the case type is buildable we'll scope it; if it isn't, we'll say so. [Test a file ](https://medrecords.ai/test-a-file/?src=guardianship-capacity-record-review) [Book a demo](https://medrecords.ai/demo/) [See every case type we process →](https://medrecords.ai/solutions/case-types/) ### More solutions - [**400 narratives, one house style, and a submission date.** — Patient narratives for deaths, serious adverse events and discontinuations, drafted to the ICH E3 clinical…](https://medrecords.ai/solutions/csr-patient-narrative-drafting/) - [**45 days to a credible RCA. 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