Intake notes capture your client's essential information as they start the therapeutic process. Choose from our standard intake template and our biopsychosocial intake assessment template.
Generating intake notes
To get intake notes, change the note type for the session to Intake or Biopsychosocial intake. You can also choose a different note type for a session after it has processed if you forgot to choose intake beforehand.
Recording audio from in-person sessions
When using the Record audio option from your dashboard, usually for in person sessions, you can change the note type to Intake in the Session settings.
Click Session settings.
Change the note type to an intake type.
The settings are automatically saved, so you can close the settings sidebar.
Browser extension
If you're capturing a session using our Chrome browser extension, you can set the note type to Intake once the session ends.
End the session as usual by clicking the pause button, then End recording.
Change the note type to an intake note type.
After making sure that the other session options are correct, click Upload and process.
Uploaded recordings
Start the upload process as usual by selecting a file and clicking Continue with processing.
Change the note type to an intake type.
After confirming that the other session details are correct, click Continue with processing.
Upheal video calls
For sessions on Upheal's own video calling platform, you'll need to select Intake before starting the session. In the waiting room, switch on Intake session on the bottom toolbar.
If you forget to switch on the intake option before starting the session, don't worry! You can always change the note type once the session is processed.