Help Articles

How to record your telehealth sessions with Mentalyc

Introduction

Mentalyc makes it easy to record and document telehealth sessions conducted through your preferred EHR system or video-calling platforms like Zoom or Google Meet.

Follow our step-by-step guide or watch our detailed video tutorial to get started.

Table of contents

Use the links below for quick navigation within the article.

  • —> Video tutorial: “How to record telehealth sessions on Mentalyc”
  • —> How to get Client Consent
  • —> Step-by-step guide: how to start recording telehealth session
  • —> Step-by-step guide: how to end session recording and generate a note
  • —> Additional features and limitations
  • —> Using headphones/earphones

Follow these steps to record your telehealth session with Mentalyc

Get your client’s consent
Remember to ask your client for consent before your first session on Mentalyc. We have prepared a customizable Client Consent form to make this process simple. You can edit the template to meet your specific needs and share it with your clients for their signature.

Download the Client Consent


Instructions for Chrome

1. Start your telehealth session.

Start your telehealth session as usual on any EHR system or video-calling platform, like Zoom or Google Meet. You can open it in a separate browser tab or use the installed application on your computer (e.g., Zoom).

2. Open the Dashboard page on Mentalyc and click the "Record session" card.

3. Click the “Record telehealth” button.

4. Click the "Start recording" button in the instructions dialog.

Select the “Do not show instructions again” checkbox to hide this dialog in the future.

5. Click the "Allow while visiting the site" button in the browser dialog.

If this is your first time recording, Mentalyc will ask for permission to access your microphone for online or in-person session recordings. Recording will not be possible unless you allow this.

6. Choose a tab or window for Mentalyc to record...

Select where your telehealth session takes place to scroll to the relevant instructions:

  • —> Your telehealth session takes place in a separate webpage (browser tab)
  • —> Your telehealth session takes place in a desktop application (e.g., Zoom)

Your telehealth session takes place in a separate webpage (browser tab)

6.1. Make sure the “Chrome Tab” option is selected.

This tab is selected by default, so no changes are needed.

6.2. Find and select the browser tab with your telehealth session.

After selecting the tab, you will see a preview of it on the right.

6.3. Make sure audio sharing for the selected tab is enabled.

Recording will not be possible unless this control is turned on.

6.4. Click the “Share” button to start recording.

6.5. Great job! Your telehealth session is now being recorded with Mentalyc.

Make sure everything is working properly. You should see a notification indicating that the telehealth session tab is being recorded. If you return to the Mentalyc webpage, the recorder should be active, and the audio line should move when you or your client speaks.

Your telehealth session takes place in a desktop application (e.g., Zoom)

6.1. Make sure the “Window” option is selected.

6.2. Find and select the window with your telehealth session.

6.3. Click the “Share” button.

6.4. Great job! Your telehealth session is now being recorded with Mentalyc.

Make sure everything is working properly. You should see a notification indicating that the telehealth session tab is being recorded. If you return to the Mentalyc webpage, the recorder should be active, and the audio line should move when you or your client speaks.

7. Click the “End recording” button when your telehealth session is over.

Ending your telehealth session does not automatically stop the recording in the Mentalyc application. You must return to the Mentalyc tab and manually stop the recording.

8. Click the “Configure and generate” button to proceed.

Next, configure key details for your note, including the client, note type, and template. You can also click the "Play" icon to review your recording and ensure it was captured correctly.

9. Configure your note details, then click the "Generate Note" button.

You are almost there! Set up key parameters like session location, client, note type, and template to begin generating your note.

10. You did it! Your note is now generating on your Dashboard.

Once it is ready, review the note and save it to your records.

Additional features

This feature has been designed with the following functionalities:

  • Recording and downloading. Easily record sessions to transcribe and download the recordings for your records.
  • Built-in safety. Mentalyc prioritizes your privacy. The recorder features safeguards to preserve your recordings even in case of internet interruptions or app navigation. Additionally, it adheres to HIPAA regulations to ensure your client's data remains secure.
  • Duration limit. Sessions can be recorded for up to 130 minutes. Trimming audio within recordings is not currently supported. Only one session can be recorded at the same time.

Using headphones/earphones

Regardless of the recording method, using headphones or earphones will improve audio quality for both you and your therapist. Recording with headphones/earphones is enabled for both Windows and Mac


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Instructions for Microsoft Edge

1. Start your telehealth session.

Start your telehealth session as usual on any EHR system or video-calling platform, like Zoom or Google Meet. You can open it in a separate browser tab or use the installed application on your computer (e.g., Zoom).

2. Open the Dashboard page on Mentalyc and click the "Record session" card.

3. Click the “Record telehealth” button.

4. Click the "Start recording" button in the instructions dialog.

Select the “Do not show instructions again” checkbox to hide this dialog in the future.

5. Click the "Allow while visiting the site" button in the browser dialog.

If this is your first time recording, Mentalyc will ask for permission to access your microphone for online or in-person session recordings. Recording will not be possible unless you allow this.

6. Choose a tab or window for Mentalyc to record...

Select where your telehealth session takes place to scroll to the relevant instructions:

  • —> Your telehealth session takes place in a separate webpage (browser tab)
  • —> Your telehealth session takes place in a desktop application (e.g., Zoom)

Your telehealth session takes place in a separate webpage (browser tab)

6.1. Make sure the “Microsoft Edge tab” option is selected.

This tab is selected by default, so no changes are needed.

6.2. Find and select the browser tab with your telehealth session.

After selecting the tab, you will see a preview of it on the right.

6.3. Make sure audio sharing for the selected tab is enabled.

Recording will not be possible unless this control is turned on.

6.4. Click the “Share” button to start recording.

6.5. Great job! Your telehealth session is now being recorded with Mentalyc.

Make sure everything is working properly. You should see a notification indicating that the telehealth session tab is being recorded. If you return to the Mentalyc webpage, the recorder should be active, and the audio line should move when you or your client speaks.

Your telehealth session takes place in a desktop application (e.g., Zoom)

6.1. Make sure the “Window” option is selected.

6.2. Find and select the window with your telehealth session.

6.3. Click the “Share” button.

6.4. Great job! Your telehealth session is now being recorded with Mentalyc.

Make sure everything is working properly. You should see a notification indicating that the telehealth session tab is being recorded. If you return to the Mentalyc webpage, the recorder should be active, and the audio line should move when you or your client speaks.

7. Click the “End recording” button when your telehealth session is over.

Ending your telehealth session does not automatically stop the recording in the Mentalyc application. You must return to the Mentalyc tab and manually stop the recording.

8. Click the “Configure and generate” button to proceed.

Next, configure key details for your note, including the client, note type, and template. You can also click the "Play" icon to review your recording and ensure it was captured correctly.

9. Configure your note details, then click the "Generate Note" button.

You are almost there! Set up key parameters like session location, client, note type, and template to begin generating your note.

10. You did it! Your note is now generating on your Dashboard.

Once it is ready, review the note and save it to your records.

Additional features

This feature has been designed with the following functionalities:

  • Recording and downloading. Easily record sessions to transcribe and download the recordings for your records.
  • Built-in safety. Mentalyc prioritizes your privacy. The recorder features safeguards to preserve your recordings even in case of internet interruptions or app navigation. Additionally, it adheres to HIPAA regulations to ensure your client's data remains secure.
  • Duration limit. Sessions can be recorded for up to 130 minutes. Trimming audio within recordings is not currently supported. Only one session can be recorded at the same time.

Using headphones/earphones

Regardless of the recording method, using headphones or earphones will improve audio quality for both you and your therapist. Recording with headphones/earphones is enabled for both Windows and Mac