How to Record Your Sessions on Mentalyc (Online or In-person)

Introduction

Now that you have created your account with Mentalyc, the next step is to record a session and have Mentalyc generate your HIPAA compliant progress note automatically.

Client Consent Form

In order to record client sessions, you will need to get signed consent from your client. We have created a client consent form template that you can edit to your needs and give your clients to sign.

Download the Client Consent Form here.

Recording Sessions

Steps to Record an In-Person Session:

You can now record sessions to transcribe directly within the Mentalyc app. Using the Mentalyc recorder is the best option for recording in-person sessions.

Follow these steps if you want to record an in-person session, using:

• Use a Windows PC, MacBook, or mobile device (iPhone, Android, iPad, Tablet) as a recorder.
• Login to your Mentalyc account using your preferred device and click “Record session” card at the top-left hand side of the tiles.
  
• Click on “Record in-person”
  
• Your recording should start immediately.
  
• You can “Pause” to take a breather, “Delete” to abandon the recording, and when done, “Submit” the recording to configure and generate a note.
• After submitting, you can download the audio file to your device by clicking on “Download”.
  
• Finally, click on “Configure & Upload” to add details of the session
  

Steps to Record an Online Session:

For online therapy sessions conducted via web browsers (e.g., Zoom, Teams, Google Meet), you can use Mentalyc's recorder to capture the audio.

Follow these steps if you want to record an online session:

• Use web-based meeting apps (Zoom, MS Teams, Google Meet) or installed meeting applications on Windows (Zoom, MS Teams).

Note: Recording directly from installed apps on MacBook is not supported. Use web versions or follow our guide to record and upload from installed Zoom on MacBook here.

• Login to your Mentalyc account using your preferred device and click “Record session” tab on the left hand side.
  
• Click on “Record telehealth”
  
• A pop up window will appear. Read the instructions and click on “Start recording”.
  
• Select the browser tab where the meeting is held and click “Share”. Make sure the “Also share tab audio” is toggled On!
  
• For Windows users, if you want to record from an installed app such as Zoom, MS Teams. “Click on “Window”, then select the application, and click “Share”.
  
• In the meeting tab, you will see a bar appear at the top of the screen. This shows that the session is being recorded.
  

  NOTE: Clicking on “Stop sharing” will NOT stop or pause the recorder. It will only not record the online session from the tab, but the recorder will continue to record unless paused, deleted or submitted.

• Your recording should start immediately.
  
• You can “Pause” to take a breather, “Delete” to abandon the recording, and when done, “Submit” the recording to configure and generate a note.

  Tip: It is important to test the setup with a demo session first to make sure all the participants’ voices are recorded.

• When you’re done, Click on the “Submit” button on the recorder.
  
• After submitting, you can download the audio file to your device by clicking on “Download”. Mentalyc DOES NOT store your recordings and it gets deleted once they get transcribed.
  
• Finally, click on “Configure & Upload” to add details of the session.
  

Additional Features:

This feature has been designed with the following functionalities:

• Recording and Downloading: Easily record sessions to transcribe and download the recordings for your records.
• Built-in Safety: Mentalyc prioritizes your privacy. The recorder features safeguards to preserve your recordings even in case of internet interruptions or app navigation. Additionally, it adheres to HIPAA regulations to ensure your client's data remains secure.
• Duration Limit: Sessions can be recorded for up to 130 minutes. Trimming audio within recordings is not currently supported. Only one session can be recorded at the same time.

Using Headphones/Earphones

Regardless of the recording method, using headphones or earphones will improve audio quality for both you and your therapist. Recording with headphones/earphones is enabled for both Windows and Mac