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In-person sessions on your iPhone or iPad

Capture audio from in-person sessions on your mobile Apple device with our iOS app

Aviva Glassman avatar
Written by Aviva Glassman
Updated today

If you use an iPhone or iPad and want to record your in-person sessions, the Upheal Recorder iOS app is for you. Recording is simple:

  1. Capture your session with the app.

  2. The app automatically uploads the recording to Upheal.

  3. Your notes will be ready in Upheal in your browser as usual.

Make sure your phone is set to Do not disturb while capturing a session. Incoming calls can interrupt recording.

Installing the Upheal Recorder app

  1. On your mobile or tablet, follow this link, or search for Upheal in the App store.

  2. Install the Upheal Recorder app.

  3. Log in with your Upheal credentials.

That's it! You're ready to start recording.

Recording a session

  1. Set your phone to Do not disturb. Receiving a call can interrupt recording.

  2. Open the Upheal Recorder app.

  3. Select a client, or choose Anonymous.

  4. Confirm that you’ve collected the client’s consent, if you haven’t done so already.

  5. Press Start recording, and place the phone near you and your client.

    While capturing audio, it's okay if your phone screen goes dark or locks — recording will continue.

    During recording, you'll see a small orange dot at the top of your screen, even if you lock and unlock your device, and the time will be highlighted in orange.

  6. When you're ready to stop, press Pause, then End session.

  7. Adjust settings as needed including recording type and note type, and press Upload to processing.

  8. Once the session is uploaded, you’ll see this message:

    When the upload is complete, Upheal processes the session and creates notes, which you can find back in your regular web browser.

Adjusting session settings

You can adjust the session settings any time before or during recording by pressing Session settings. Recording continues while you adjust the settings, unless you have paused the recording.

After the session, you'll be automatically prompted to adjust the settings.

Deleting a session

You can delete the recording instead of uploading it, but please be aware that deletion in the app is permanent — we cannot retrieve deleted recordings.

Click Delete recording after the session:

Troubleshooting

My session hasn't uploaded to Upheal

If you've recorded a session but still don't see the session and notes in Upheal, you'll see this icon on the app home screen:

To see what sessions are waiting to upload or are still in the process of uploading, click on the icon. Once the uploads are finished, you'll find the sessions in Upheal in your browser.

Our app is designed for capturing in person sessions — unfortunately, an iPhone can't use the app to record a phone call on itself. More here if you're curious about sessions on the phone.

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