If you hold your sessions on a platform that isn’t integrated with Upheal, such as SimplePractice, Doxy.me, or Google Meet, we have multiple solutions that empower you to hold sessions any way you like while still getting all the benefits of Upheal’s notes and insights.
The method in this article is a workaround, in case you're not able to use our recommended methods:
Using the in-person feature for online sessions
Please be aware that this tool wasn't designed for capturing online sessions.
What you’ll need:
You’ll need two devices. You hold the session (make the call) on one device, and record the session with the other device. The recording device must be able to run Upheal (Mac, PC, or phone or tablet running iOS or Android).
Your recording device needs to be able to hear both you and your client, so during the call, use your calling device’s speakers — don't wear headphones!
Before capturing a session
Before you capture a real session, we recommend testing your recording setup and changing the settings on your recording device. This helps prevent unexpected technical issues and interruptions to your sessions.
Test your setup
Test your setup
Devices and spaces may vary, so test your recording setup before recording a real session.
Place your recording device where you’d like it to be during the session, such as near your calling device’s speakers.
Run any recording program or app on your recording device, such as Voice Memos. *When using Upheal, you don’t have to run any separate recording programs.
Briefly play some audio out of your calling device’s speakers (it can be any audio or video, but we recommend something with speech, such as a TV show, so you’ll be able to tell if you can hear it clearly). Then, from the position you’ll be in during sessions, speak as naturally as possible for a few moments.
Stop recording, and play back the audio. If it’s easy to hear and understand, that should be a good place to put your recording device. If not, try moving the device to a different location and testing again.
Change your device settings
Change your device settings
If you’re recording on a computer:
Mute the computer’s speakers (not the microphone).
Turn off any auto-sleep or auto-hibernate features. Recording will stop if the computer sleeps.
If you’re recording on a phone:
Turn off all sounds and vibrations.
Put the phone in Do Not Disturb mode.
Turn off auto-lock. Recording stops if your phone locks.
Read our tips and troubleshooting page for more.
Capturing a session
We recommend starting the audio recorder on your recording device shortly before the session to avoid interruptions or distractions during your session.
1. Starting capture
First, sign in to Upheal in a web browser on your recording device. From there, you'll choose the In-person session option from the menu or from your client's page:
From the menu, click New session, then click In-person.
From the client's page, click In-person.
2. Microphone access
If you haven’t given Upheal permission to access your microphone, you’ll be prompted to do so.
3. Holding the session
Let the app run throughout the whole session to record.
4. Ending the session
When you’re finished, click End Session, and the recording will stop.
The recording is uploaded automatically to Upheal, which should take just a short while but depends on the length of the session and the speed of your internet connection. After uploading, Upheal processes the session as usual.
The recording is deleted after processing, unless you choose to keep it.
When processing is finished, you’ll be able to access your session notes and insights.
Audio recorder tips
Storing session recordings
If you would like to store the session recording, click Store recording in the bottom-right of the screen during the session. You can deselect this option any time during the session.
Deleting a session
If you want to delete the session during uploading, click Cancel and delete session. To confirm, click Delete, or to cancel and continue uploading, click Cancel.
Alternative: Uploading recordings manually
You can still record sessions independently and upload them to Upheal manually. Read more about uploading sessions from your computer or mobile device.