Record a session

Before you start

1. 1

   Step 1: Choose the client under “Who is this session for?”. Their playbook, the brief since the last session and any kept cues load; the previous client’s material is cleared from the screen.

2. 2

   Step 2: For a couple or family, tick who is actually present beside In the room. That decides an individual or joint session, the note format and which files the session goes into.

3. 3

   Step 3: Choose the note format, or leave Automatic: it picks Couples / Relational when two or more people are present, otherwise your usual format.

4. 4

   Step 4: If more people than the chart will speak (an interpreter, a parent), use the link under the setup bar to say how many others are expected, so the right number of voices is separated.

During the session

• Pause (Ctrl+Shift+Space): paused time is left out of the recording, the transcript, any video and the session length.
• Quick note: jot anything to remember. It is saved every 20 seconds and kept with the session.
• Questionnaires under In-Session Assist > Tools: give a measure on the spot. See Give a questionnaire.
• Risk watch: phrases about suicide, self-harm, harm to others, abuse or overdose in a client’s words raise an amber banner with the quote and the time, without using AI.

When you finish

1. 1

   Step 1: Press End session (Ctrl+E), then confirm. An ended session cannot be resumed.

2. 2

   Step 2: The whole recording is transcribed again with the more accurate model, the speakers are checked, and the note is drafted. The footer shows each step.

3. 3

   Step 3: When the note is ready, the footer offers Open note and Copy note. Then review and sign it.