Ask ECRI: Developing a Policy on Patient Substance Use

This is part of the “Ask ECRI” series of articles provided to Copic to share with our insureds; it focuses on questions ECRI receives from members regarding healthcare issues and concerns. ECRI is an independent, nonprofit organization improving the safety, quality, and cost-effectiveness of care across all healthcare settings.

A member recently asked for guidance on developing a policy regarding patients that appear to be under the influence of drugs and other substances (e.g., cannabis, opioids, benzodiazepines, hallucinogens, stimulants) upon arrival for their appointments. In our response, we noted that the primary goal of any patient substance use policy is to ensure the patient’s safety and well-being as well as of staff and other patients and visitors.

In our response, we noted that the primary goal of any patient substance use policy is to ensure the patient’s safety and well-being as well as of staff and other patients and visitors. The policy should define “under the influence” and other related terms (e.g., “impaired,” “intoxicated,” “drunk,” “high”) and these definitions should be consistent with the definitions used in an employee policy on drug and alcohol use. Sample language may say: “A patient is considered under the influence if they exhibit signs of impairment, such as slurred speech, impaired coordination, disorientation, or other observable behaviors indicating substance impairment.”

The Department of Veterans Affairs provides a flowchart entitled Determining what to do when participant is using a substance or under the influence during an assessment or therapy session.1 The flowchart describes steps to take if the person passes or fails the assessment (e.g., ask follow-up questions to determine how the participant will get home, monitor the patient/check vitals, complete an incident report, notify authorities, provide support materials or referrals). Keep in mind that this flowchart was intended to be used by nonurgent or emergent care providers. Additional actions may be necessary if the patient requires emergency treatment or stabilization, either because of their condition or due to the nature of treatment they were originally seeking. For cases where treatment is to be withheld, you will need to follow any legal, ethical, and standard of care requirements; therefore, be sure to consult with legal counsel.

The policy should then outline the procedure for staff to take when encountering a patient considered under the influence of a substance. Consider the following:
1) Assess the patient’s condition. The policy should include who can conduct the assessment, what the assessment consists of (e.g., both a physical and mental examination), when the assessment should take place, and the requirements for documentation.
2) Determine whether to provide or withhold care. Include how staff can make this determination. In general, a patient who is intoxicated, yet in stable condition, should be rescheduled.
3) Escalating actions. In some situations, the patient may turn violent. Therefore, the policy should include procedures for de-escalating, calling law enforcement, and, if necessary, restraining the patient. Consult your organization’s legal and ethical department regarding what to do in these situations.
4) Documenting actions. All interactions with patients under the influence, including assessments, decisions made, and actions taken, should be thoroughly documented in the patient’s medical record.
The following resources focus on other care settings (e.g., emergency department) but include useful information for developing a policy or procedure:

The recommendations contained in Ask ECRI do not constitute legal advice. Facilities should consult legal counsel for specific guidance and develop clinical guidance in consultation with their clinical staff.

ECRI Published Date: January 26, 2026

The information provided herein does not, and is not intended to constitute legal, medical, or other professional advice; instead, this information is for general informational purposes only. The specifics of each state’s laws and the specifics of each circumstance may impact its accuracy and applicability, therefore, the information should not be relied upon for medical, legal, or financial decisions and you should consult an appropriate professional for specific advice that pertains to your situation.

Article originally published in Copic’s Copiscope 2Q26 newsletter.

Featured Resources

Our Resource Center is a comprehensive collection of materials that provide guidance and insight for medical professionals.

Information in this article is for general educational purposes and is not intended to establish practice guidelines or provide legal advice.

usercrosschevron-downcross-circle linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram