Do we need to retain recordings of financial counselling performed over phone or through telehealth consults?

Question

Accepted Answer

Not necessary, if there is documentation that patients have acknowledged the financial counselling.

However, if the recording is used to document patients’ verbal acknowledgement (i.e. no written acknowledgement is received), it needs to be retained.

Do we need to retain recordings of financial counselling performed over phone or through telehealth consults?

Related questions

Can acknowledgement of financial counselling by patients be performed over other forms (e.g. Email, SMS, Phone, Virtual Conference), instead of written form?

Can licensees conduct the financial counselling for their patients via online platforms?

When patients are informed of referral or appointment to new services and/or treatments over the phone, would we be expected to provide financial counselling?

For teleconsultations, how can we get the written acknowledgement from patient/next-of-kin, especially from the elderly who may not be technologically savvy?