Once you've added a client, recording a session takes two clicks. Confidant then transcribes it on your computer, and you generate the note when you're ready.
Before you start
Find a quiet room. Fans, typing and other background noise end up in the transcript.
Allow microphone access. The first time you record, your computer asks for permission. Click Allow. If you clicked Don't Allow by mistake, turn Confidant on in System Settings › Privacy & Security › Microphone (on Windows, Settings › Privacy & security › Microphone).
Plug in your laptop. Transcribing on your computer uses a lot of battery.
Start the session
Open the client's page.
Click Start session at the top right. The session panel opens on the right.
Check the setup: Individual or Couples, and In person or Telehealth (Zoom, Doxy, etc.), and CPT code.
Click Record.
You're recording.
On a Mac, your first telehealth session asks you to allow call audio. See Microphone Permission Issues.
During the session
Level meters show that Confidant hears you. Telehealth sessions get a second meter for the call. If a meter stays flat, see below.
Live transcript: a rough draft appears as you talk, with the first lines in about 30 seconds. Speakers are labeled after you stop.
Pause stops recording without ending the session, for example if you step out. Nothing is recorded while paused. Resume picks up in the same session.
Stop & transcribe ends the recording. The audio is saved and transcription starts.
You can use the rest of Confidant while you record. Click Return to session at the top of the screen to return to your current session.
If auto-stop is on, Confidant asks two minutes before the end whether you want more time.
After you stop
The steps across the top of the session panel show where you are.
Transcribing: Confidant starts transcribing the recording during the session and transforms it to a transcript on your computer after finishing. You can close the panel or keep working. Just leave Confidant open until it finishes.
Needs note: the transcript is ready. The session shows Needs note on your Home page and the client's page.
Generate note: check the note format and add any instructions for this session, then click Generate note. Confidant writes a draft for you to review.
If something goes wrong
The mic meter stays flat. The wrong microphone may be selected, or it's muted on your computer. Pick the right one in Settings › Sessions › Recording › Audio input, then stop and start again.
Your client's voice is missing on telehealth. Check that the call meter moves. See Microphones and call audio.
Transcription stopped. The audio is still saved. Open the session and click Try again.
Transcription is slow. Close other heavy apps, especially video or other transcription apps.
The note needs work. Edit it directly, or regenerate it as many times as you like.