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Anonymous or unassigned sessions
Anonymous or unassigned sessions — Holding sessions without specifying a client
Anonymous or unassigned sessions — Holding sessions without specifying a client
Aviva Glassman avatar
Written by Aviva Glassman
Updated over a week ago

Do you use Upheal for notes, but you store your client profiles in an EHR? Or, you want to get session notes and insights from Upheal, but you don't want to create client profiles or store any client identification information in Upheal? We've got your back — you can hold sessions without attaching them to any particular client.

What session types can be anonymous?

Anonymous or unassigned sessions are available for:

Unassigned sessions are currently unavailable on Upheal's video calling platform. However, you can set up a pseudonymous client profile to store sessions, or to maintain client anonymity. You'll still need to collect consent outside of Upheal for each actual client.

Treatment plans are only available for clients who have profiles in Upheal. We cannot generate treatment plans based on unassigned sessions.

Holding an anonymous session

Anonymous sessions work just like regular sessions, but you select an Anonymous client rather than a specific one.

  1. Make sure you have collected the client's consent for data processing in Upheal.

  2. Start a session or recording from your dashboard, or with Upheal's browser extension as usual.

  3. When you choose the client, select Anonymous individual.

  4. Confirm that you have client consent.

  5. Hold the session (or upload the recording).

  6. Once the session is processed, you can find it on your Upheal dashboard and in the Upheal browser extension.

That's it! Now, you can copy and paste your notes into your EHR or other storage. If you use Upheal's browser extension, you can do it all in one browser tab.

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