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Set up an Intake session with Intake notes
Set up an Intake session with Intake notes

Easily set up Intake notes for your next intake session.

Juraj Chrappa avatar
Written by Juraj Chrappa
Updated over a week ago

Intake sessions are all about data collection at a very crucial point in the client’s journey. Connect from the get-go, online or in-person, while allowing Upheal to do your intake notes for you.

Intake notes for an online session

  1. Invite your client and ensure they have signed the consent form either online or offline.

  2. Go to the client profile and click New session then click Start session.

  3. In the waiting room, toggle the Intake Session in the footer to enable intake note collection.

  4. Conduct the session as usual, and then wait for Upheal to process the session afterward.

  5. Once the session has been processed, check the generated notes and the populated intake notes to ensure accuracy and completeness.

In-person session

  1. Invite your client and ensure they have signed the consent form either online or offline.

  2. Go to the client’s profile and click New session, then select Upload Recording.

  3. Toggle the Intake Session option.

  4. Give the session a name and a date, then click Create Session.

  5. After the session is finished, review the generated notes and populated intake notes to ensure accuracy and completeness.

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