How to record a telehealth session

Recording telehealth sessions can support clinical documentation, supervision, and quality assurance, but it must be done with care to ensure compliance, confidentiality, and client trust.

Note: 

Recording a session without proper safeguards can lead to serious privacy violations. Always follow these steps:

• Obtain Informed Consent
  • Use a written consent form that outlines:
    • Purpose of the recording
    • Type of recording (audio/video)
    • How and where the recording will be stored
    • Who will have access and for how long
    • The client’s right to withdraw consent at any time
  • Customize templates to suit your practice and jurisdiction (e.g., HIPAA in the U.S., PIPEDA in Canada)

Follow these steps below on how to record your telehealth sessions:

Before joining a session:

1. Log in to your Upvio account
2. Go to 'Settings'
3. Select 'Telehealth' under 'Integrations'
4. Toggle on 'Enable Telehealth Recordings Transcripts'
5. Click 'Save Settings'

During Session:

1. Click the 'Record button' below to start recording
2. Click the 'Record button' again to stop the recording

Note:

Once the telehealth session is done, it will take approximately 1 minute for the recording to complete.

Where to locate the Telehealth recordings:

Note: Recordings are stored on each patient's record.

1. Go to the patient record
2. Click 'Recordings' tab