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The Orthopaedic Forum   |    
Ethics in Practice
James D. Capozzi, M.D; Rosamond Rhodes, Ph.D.
The Journal of Bone & Joint Surgery.  2000; 82:748-748 
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H. K. is a ninety-two-year-old woman with Alzheimer's disease and mild hypertension. She resides at a nursing home, where she transfers from bed to chair with maximal assistance. She presents to our emergency department with a painful right hip. Physical examination demonstrates a confused, elderly patient with significant right hip pain and shortening and external rotation of the lower extremity. Radiographs demonstrate a displaced intertrochanteric hip fracture. The patient lacks the capacity for informed consent. Her family is contacted to obtain consent for insertion of a compression screw. The family refuses to give consent, stating that the patient is too old and the surgery is too dangerous.
The most significant ethical issues in this case relate to surrogacy. Three related questions will have to be explored to help us to understand how the orthopaedist in this case should respond to the family's decision: Who is an appropriate surrogate? What are appropriate standards for surrogate decision-making? When should a physician accept the decision of a surrogate?
Surrogacy: A surrogate is someone who can be called upon to make health-care decisions on behalf of a patient when the patient lacks the capacity to make those decisions. An adult designated formally by the patient or the courts would have the authority to make decisions on behalf of the patient. A formally designated surrogate is selected because the patient or the court trusts that individual to make health-care decisions on behalf of the patient. When no individual is officially granted that power, the next of kin, according to state priority ranking, is allowed to make decisions within the constraints of governing state law.
Standards for surrogate decision-making: Three alternative models for surrogate decisions can be identified in the bioethics literature. Substituted judgment asks the surrogate to imagine what choice the patient would have made in the situation at hand. Best interest asks the surrogate to decide what choice would be best for the patient. The reasonable-person standard asks the surrogate to determine what would be reasonable under the circumstances, all things considered.
While substituted judgment and best interest are the standards that are invoked most commonly in discussions regarding surrogate end-of-life decision-making, the reasonable-person standard is the commonly accepted standard in other legal discussions. The substituted-judgment standard is limited by the surrogate's actual familiarity with the patient's views on health-care matters. Research has shown that surrogates who try to make decisions based on what they imagine the patient would have wanted have a record of no better than chance of actually matching patient choices. On the other hand, best interest is precisely the decision-making position that we associate with the contemptible selfish egoist. This fact makes best interest a peculiar choice as a standard for surrogate decision-making. Nevertheless, some general concern with the patient's values, the patient's best interest, or reasonableness can be accepted as an appropriate approach for surrogates in their decision-making.
When to accept a surrogate's decision: Doctors are required by law and ethics to accept the choices of competent patients and to respect a competent patient's refusal of treatment even when the doctor believes that the refusal is ill advised or life-threatening. This stance expresses respect for patient autonomy.
A doctor's attitude toward a patient's refusal of recommended treatment should, however, be significantly different from the attitude that a doctor takes toward a surrogate's decision. Respect for patient autonomy requires a physician to allow a patient to choose to accept or forgo treatment and requires a physician to question the patient's capacity only when the patient's decision is hard to reconcile with what a reasonable person would do under the circumstances. A surrogate's decisions should not be approached with the same inclination of acceptance. When the patient is unable to declare her own view of what is good and the surrogate arrives at a decision, the physician needs to take a more questioning position toward the surrogate's decision. The physician needs to ask whether the surrogate is acting according to an appropriate surrogate decision-making standard and whether the surrogate's decision is reasonable and good for the patient. Pediatric medicine is a fitting example. Pediatricians regularly ask themselves these questions when parents refuse recommended therapies, and these physicians sometimes are prepared to go to their institutional Ethics Committee or to the courts for the authority to override what they see as an inappropriate surrogate decision.
H. K.'s surrogate's decision: As her next of kin, H. K.'s family are appropriate surrogates for making the decision about the closed reduction of her hip. Because they have no knowledge of her wishes with regard to treatment, they can rely only upon either the best-interest standard or the reasonable-person standard. Even if the family appears to be attentive and concerned about H. K's well-being and they explain their refusal in terms of her best interest, the orthopaedist must examine their decision to see if complying with it will, in fact, be reasonable and good for the patient.
Because H. K. has no imminently life-threatening medical problems, she is likely to live on in the situation determined by the choice. Refusal of the procedure will leave H. K. suffering a great deal of pain. The doctor has to consider whether the pain can be adequately managed with medication alone, whether the fracture is likely to heal without the procedure, and how long that would take. If pain management and healing are possible without more aggressive intervention, then it may be permissible to agree with the family's refusal on the grounds that conservative management would be better for H. K. On the other hand, if the pain will persist, making toilet care and moving H. K. more difficult, it would be hard to justify accepting their refusal. Far more harm than good would be achieved by refusing the hip fracture surgery. The likelihood of H. K. continuing to suffer in pain, developing decubitus ulcers from being confined to bed and suffering a diminished quality of life, are all compelling considerations for reaching the conclusion that the surrogates are making an inappropriate choice that should be overridden.
James D. Capozzi, M.D.
Department of Orthopaedics Mount Sinai Medical Center 1065 Park Avenue New York, N.Y. 10128
Rosamond Rhodes, Ph.D.
Director of Bioethics Education Mount Sinai Medical Center One Gustave Levy Place New York, N.Y. 10029
Further Reading
Buchanan, A., and Brock, D.: Deciding for others: the ethics of surrogate decision making. In Studies in Philosophy and Health Policy. New York, Cambridge University Park Press, 1989.
Kopelman, L.: The best interest standard as threshold, ideal and standard of reasonableness. J. Med. and Philosophy, 22: 271-289, 1997.

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CME Activities Associated with This Article
Subspecialty CME | August 15, 2005
Subspecialty CME | August 15, 2005
Subspecialty CME | August 15, 2005
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