Notes and Assessments
that
Write Themselves

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Consent must be obtained and documented before recording a session with a patient. There are several options for how to go about this.

1. Put an AI consent form in your intake packet. Here is a template you can use.
2. Obtain consent verbally. Before each recorded session, you can obtain verbal consent by:
   • Notify the patient that you will be recording the session
   • Explain the purpose: the recording is used to assist in clinical documentation
   • Inform them they have the right to deny consent or revoke it at any time
   • Record their verbal consent as part of the session recording
3. Recommended: Both a consent form and a verbal reminder before sessions. This approach provides the most comprehensive protection. Have patients sign a consent form during intake that covers notification, purpose, and their right to deny or revoke consent. Then provide a brief verbal reminder at the start of each recorded session, capturing their continued consent on the recording. This ensures ongoing informed consent and helps patients feel comfortable with the process.