Compliance & Legal
A practical checklist before recording a session
Use these questions to organise the conversation in your practice. They help surface decisions; they do not certify that a product or workflow meets every obligation.
About the tool
What does it do? What does it not do? What information does it receive? Can you explain its purpose and limits to someone else without repeating the sales page?
About the patient
Who will explain the proposed recording and obtain and document consent? What happens if the person declines? Keep an alternative documentation process available and consult requirements that apply to your setting.
About the note
Who checks it, how are mistakes corrected, and where does the approved record go? Run through those steps with fictional material before introducing the process. Refer to current professional guidance and your practice policies when making the decisions.
Know what you will do when recording is declined
Explain the proposed process in plain language and allow questions before starting. Keep a workable alternative for documenting the session without recording. If someone changes their mind during a session, follow the consent arrangements and requirements that apply to your setting, including how the existing recording will be handled. A completed checklist does not replace that conversation.
Put it into practice
Use these prompts to guide your next step.
- Confirm the person and session.
- Explain recording and obtain the required consent.
- Check equipment and the alternative process.
- Confirm who reviews the draft and where it will be filed.