Duty to keep an accurate record
The optometrist or therapeutic optometrist providing or facilitating the use of telehealth services shall ensure that the informed consent of the patient, or another appropriate individual authorized to make health care treatment decisions for the patient, is obtained BEFORE telehealth services are provided. A licensee shall MAINTAIN a patient’s informed consent IN THE PATIENT RECORD and, WHENEVER POSSIBLE, it shall be in writing. If the licensee must obtain the informed consent in an audio-only format, the licensee must document in the patient record the TIME AND DATE that the patient granted the consent.
- Provider class
- optometrists and therapeutic optometrists
- Modality
- telehealth services
- Record class
- informed consent to telehealth
What this means operationally
Read the codified text rather than the Board’s summary of it. The adoption preamble says consent “shall be in writing with exceptions for audio-only consent”, but the rule as codified makes only two things unconditional: consent must be obtained before the service, and it must be maintained in the patient record. The writing requirement is qualified by “whenever possible”. What the audio-only route costs is a specific record entry — the time and the date the consent was granted — so a practice taking consent by phone needs a timestamped chart note, not merely a note that consent was given.
Applies when
- An optometrist or therapeutic optometrist provides or facilitates telehealth services
Exceptions
- Where writing is not possible the consent may be taken audio-only, but the time and date must then be documented in the patient record

