Can acknowledgement of financial counselling by patients be performed over other forms (e.g. Email, SMS, Phone, Virtual Conference), instead of written form?
Acknowledgement from patients can be in the form of electronic records as long as the electronic record is accessible and can be used for subsequent reference and audits (e.g., Sign with SingPass, DocuSign, PDF signature, voice recording or acknowledgement via email).
Verbal acknowledgement is acceptable as long as the licensees are able to provide proof that verbal acknowledgement was given by the patient (e.g., phone recording). In addition, the counselling staff should document that acknowledgement was provided verbally and sign off on the financial counselling materials before a copy of this form is sent to the patients (e.g. over email) for their records.
Should no recording of acknowledgement be available, licensees are required to seek acknowledgement separately (e.g. over email)
Related questions
Do we need to retain recordings of financial counselling performed over phone or through telehealth consults?
Can licensees conduct the financial counselling for their patients via online platforms?
For teleconsultations, how can we get the written acknowledgement from patient/next-of-kin, especially from the elderly who may not be technologically savvy?
If patients do not acknowledge financial counselling, what is the appropriate follow-up action ?
