What is virtual session capture?
Virtual session capture is in beta, which means we're still making adjustments. If you don't have access yet and you'd like to use it, please contact Support.
Our virtual capture session tool lets you capture any session you hold in your browser or in a desktop program without leaving the Upheal app, and with no need to install anything. Afterwards, you get your notes in Upheal as usual.
Using virtual session capture, you can:
Capture the audio from any call you make in your web browser. You can call with an EHR, such as SimplePractice, or another online calling tool like Google Meet.
Capture the audio from any call in a desktop app, such as Zoom or Microsoft Teams (Windows only).
Capture both sides of the conversation even while wearing headphones.
Supported browsers
Virtual session capture works in chrome-based browsers including Google Chrome, Microsoft Edge, Opera, Brave, and more. Please note that Firefox and Safari are not supported.
Capturing a session in a browser tab
Capturing a session in a browser tab means that you can hold a session using any calling tool you like in your browser, including EHRs such as SimplePractice, or with other calling tools, like Google Meet or Doxy.me, and get your notes in Upheal.
From your Upheal dashboard, click Capture virtual session.
Choose a client, or hold an anonymous session.
Choose the In browser tab, and click Start sharing.
Follow the instructions — Choose the tab where your session is running, and click Share.
In your browser, you'll a message telling you which tab is being shared, and recording and sharing icons in the Upheal tab as well as the session tab.
Hold the session as usual. You should see the sound meter react when both you and your client speak. When you're ready to end the session, click Pause.
Then, click End session.
Fill out the session details, and click Upload for processing.
Your session will process, and you'll get notes in Upheal.
Capturing a session from a desktop app
Capturing a session in a desktop app means you can hold sessions in calling apps, like Zoom or Microsoft Teams, outside of your internet browser and get your notes in Upheal.
Because of strict security standards on Mac computers, the option to capture sessions from desktop apps is only available on computers running Windows.
From your Upheal dashboard, click Capture virtual session.
Choose a client, or hold an anonymous session.
Choose the Desktop apps tab, and click Start sharing.
Follow the instructions — Choose Entire screen, switch on Also share system audio, and click Share.
Hold the session as usual. You should see the sound meter react when both you and your client speak. When you're ready to end the session, click Pause.
Then, click End session.
Fill out the session details, and click Upload for processing.
Your session will process, and you'll get notes in Upheal.