Documenting Informed Consent for Telehealth Recordings

What should you include in the consent process?

When you're getting consent for recording a telehealth visit, it’s key to cover a few basics. First, explain why the recording is happening. Patients should know how it will be used, who will see it, and how it will be stored. Make sure they understand they can say no, and it won’t affect their care.

• Purpose of the recording
• Who will have access
• How long it will be stored
• Patient's right to refuse

How do you obtain verbal consent?

Start the telehealth session by explaining that you’d like to record it. Clearly state the reasons and ask if they agree. Document their verbal consent in the medical record. Here’s a simple script you might use: "I’d like to record today’s session to help with your treatment. Do you agree to this?" Once they agree, note the time and their response in your notes.

How do you document written consent?

Written consent can be obtained electronically. Send a consent form via email or through your telehealth platform before the visit. The form should include all the details you discussed verbally. Once they sign it, save a copy in their medical record.

What if a patient declines consent?

If a patient doesn’t want to be recorded, respect their decision. Document their refusal in the medical record. Continue with the visit without recording. Make sure they know their care won’t be affected.

How do you ensure compliance with legal requirements?

Different states and countries have different laws. Make sure you’re up-to-date with local regulations. It might be helpful to consult with legal or compliance experts if you’re unsure. Documenting your process and keeping records of all consents is crucial.

Can you provide an example?

Let’s say you’re conducting a telehealth visit with a patient named John Doe. You start by saying, "John, I’d like to record this session to make sure we have a complete record of your treatment plan. It will be kept confidential. Do you agree?" John says yes. You then note in his chart: "Verbal consent obtained from John Doe for recording telehealth visit on [date] at [time]." If you sent a written consent form, you’d also note, "Written consent received on [date]."