NPhoursApply to precept
Consent on camera

Teleprecepting consent and documentation

The video visit opens and the student speaks first. Her name, that she is a nurse practitioner student working with you today, that you will be on the call and will review everything, and then a direct question asking whether the patient is comfortable having her take part. She stops and waits for an answer. The answer goes into the chart.

The line the student reads aloud

Write the line out and hand it to her before day one, because a student improvising consent on camera produces something vague, and vague consent is what gets a rotation stopped. A version that works: 'My name is Dana Okonkwo. I am a family nurse practitioner student, and I am working with your nurse practitioner today. She will be part of this visit and will go over everything with you. Are you comfortable having me participate?'

Three features make that line do its job. She identifies herself as a student and not as a member of staff. She names you and says you will be on the call, so nobody thinks the visit has been handed off to a trainee. And she asks a closed question the patient can answer with a no. A request that leaves no room for refusal is not consent, and on camera a patient has fewer cues telling her that refusing is permitted.

Where the consent goes in the chart

Document it the way you would document any verbal consent: in the note for that encounter, in one sentence, naming who obtained it and what the patient said. Something like this does the work. Nurse practitioner student introduced at the start of the visit, patient gave verbal agreement to student participation, preceptor present throughout the encounter. Put it above the history, so a later reader sees the visit was set up properly before reading anything clinical.

If your EMR carries a telehealth consent template, add the student sentence into that template rather than keeping a separate list somewhere. The note is the document that survives. Your recollection of an agreeable patient does not survive, and neither does a message in a chat window. When a program audits a rotation, or a patient rings the practice asking who else was on that call, the note is the thing that answers.

When the patient declines the student

Some patients say no, and a few say it at the least convenient moment, after the visit has already begun. Take the refusal immediately and without negotiating it. The student drops off the call, you carry on alone, and you do not start explaining nursing education to a patient who has just said no. Tell the student afterward what happened, because a first refusal lands hard and she will assume she caused it somehow.

Refusals gather in predictable places. A first appointment for a sensitive complaint. A psychiatric intake with a frightened patient. An established patient who waited three weeks for time with you specifically. If you can see that a visit is likely to be a no, keep the student off it. Reading through tomorrow's schedule the evening before costs five minutes and protects both the patient and the student's nerve.

The breakout where you actually teach

In clinic you teach in the corridor. On video you have to build the corridor. Set up a second channel before the rotation starts: a separate meeting the two of you leave open, a phone line, or the platform's breakout function where it has one. When the student is ready to present, she tells the patient plainly that she is stepping away to review the visit with the nurse practitioner, then mutes and leaves rather than whispering with a live microphone.

What follows is a corridor exchange, compressed. Ninety seconds for her summary, her assessment and the plan she proposes. You ask for her commitment, correct what needs correcting, decide what happens next, and the two of you return together. Warn the patient at the start that this pause is coming and roughly how long it will last, because two minutes of silence on a video call feels a great deal longer to the person sitting there.

Logging the encounter and attesting to it

A video encounter enters the clinical log like any other, with one extra field. The student records the date, the length of the visit, the patient's age and sex, the diagnoses addressed, her own level of participation, and she marks the encounter as telehealth. Most logging systems carry that flag now. Where hers does not, she writes it into the encounter comment, because a program that limits video hours has to be able to count them.

Your part is the attestation, and it makes a specific claim: that you supervised the encounter, that the student's described role is accurate, and that the hours are right. Approve entries weekly rather than in one batch at the end of the term. A month of unapproved video encounters is hard to reconstruct honestly, and the one thing you must not do is attest to a visit you cannot actually remember.

What varies by state and by program

Two sets of rules sit above everything here, and neither is yours to set. Boards of nursing differ on supervision by video, on whether a preceptor has to be physically present in certain circumstances, and on what a student may do when the patient is sitting in another state. Programs differ on the share of hours a student may earn by video and on whether particular visit types are excluded outright.

So ask two questions before the first call and get both answers in writing. What does this program cap video hours at, and what does the board in the patient's state require of the supervising clinician. Your coordinator collects both during onboarding. The technical side, the second channel, the consent wording and the EMR view, is set up once and described on teleprecepting setup.

Open your hours

<a href="/apply/">Open your hours</a> for a video block and the consent wording, the second channel and the program's cap are settled before your first call.

Apply to precept

Questions

What does a student say to get consent on a video visit?

She gives her name, states that she is a nurse practitioner student, names the preceptor who will be on the call, says the preceptor will review everything, and asks directly whether the patient is comfortable with her taking part. Then she waits for the answer. Written out in advance the line takes about twenty seconds and avoids the vagueness of improvised consent.

How do you document student consent for a telehealth visit?

In the note for that encounter, in a single sentence: that the student was introduced, that the patient verbally agreed to her participation, and that the preceptor was present. Place it above the history so a later reader sees it first. If your EMR has a telehealth consent template, add the student line into that template instead of keeping a second record.

Can a patient refuse to have a student on the call?

Yes, at any point, including after the visit has started. Accept the refusal at once, have the student leave the call, and continue alone without explaining her training to the patient. Debrief her afterward so she does not read the refusal as her own failure. Screening tomorrow's schedule for likely refusals prevents most of these moments entirely.

How does a student log a telehealth encounter?

The same way as an in-person visit, with the encounter flagged as telehealth: date, duration, patient age and sex, diagnoses, and her level of participation. Programs that limit video hours need that flag in order to count them. The preceptor then approves the entry, which attests that the encounter was supervised and that the hours and the described role are accurate.

Which visits work by video and which do not?

Medication management, follow-up for stable chronic disease, behavioural health and counselling visits translate well to a camera. Anything that turns on a hands-on examination translates poorly, and acute inpatient hours rarely count at all. Each program decides what its own students may claim by video, so confirm the cap and any excluded visit types before the rotation starts.

Sources: Washington State Board of Nursing: preceptor information

Kwame A.
Written by

Kwame A., PMHNP-BC

Precepts PMHNP students entirely by video from a telepsychiatry practice. Rules on which visit types a program will count remotely, and writes the teleprecepting guidance.