Recording your first session
Once you've finished onboarding and added a patient, recording is two clicks.
Before you start
- Pick a quiet space and a good mic. Confidant transcribes whatever it hears, so background noise gets transcribed too.
- macOS will prompt you for microphone permission the first time you record. Approve it. If you accidentally denied it, fix this in System Settings → Privacy & Security → Microphone and toggle Confidant on.
- If you're on a laptop, plug in. Whisper transcription is CPU/GPU-heavy and will drain a battery quickly during a long session.
Start the session
- Click the patient's name in the sidebar to open their detail page
- Click the red Start New Session button near the top of the page
- The recording panel slides in from the right
- Pick the session type — individual, couples, or group. This sets the number of expected speakers, which improves transcription quality.
- Click the red Record button
You're live. The status bar at the top of the panel turns red and shows Recording, and a red indicator appears at the top of every screen so you don't lose track.
During the session
You'll see a live audio level meter so you know the mic is picking you up. If the level looks dead, check that the right input device is selected — head to Settings → Recording → Audio Device to switch.
A few things to know:
- Pause stops capture without ending the session. Useful if you need to step out, take a private call, or talk about something off the record. Resume picks up exactly where you left off.
- Stop ends the session and kicks off transcription. There's no "discard" — once stopped, the audio is saved.
- The session keeps recording even if you close the panel, switch patients, or use other parts of Confidant. The red indicator at the top reminds you a session is live.
After you stop
Confidant runs through three phases automatically:
- Transcribing — Whisper turns the audio into text. This usually takes about a quarter of the session length (a 50-minute session takes ~12 minutes to transcribe). The status bar shows you which phase you're on.
- Transcribed — the raw transcript is saved. You can read it inside the session panel.
- Generate notes — click the Generate notes button when you're ready. The AI reads the transcript and writes a draft note for you to review.
What if something goes wrong?
- No audio in the transcript → the mic likely wasn't picking you up. Check the recording panel — if you saw the level meter moving, the audio is there; otherwise the recording captured silence and there's nothing to transcribe.
- Transcription is taking forever → it's CPU-bound. Close other heavy apps (especially other transcription/video apps). If it still feels stuck, see Troubleshooting.
- Notes look wrong → you can regenerate them as many times as you want, and editing the draft directly is encouraged. The AI gets you 80–90% of the way there; you finish.