Using Zoom, Doxy, or another telehealth tool? Here’s how to make sure Blueprint captures your session audio clearly and completely.
Before We Begin
This guide is for when you’re meeting with your client using a third-party telehealth platform such as Zoom, Doxy, Google Meet, SimplePractice, etc.
If you're using Blueprint's built-in telehealth feature, use this guide instead: How to Record Telehealth Sessions using Blueprint's Built-in Telehealth Feature
The Basics
To record a third-party telehealth session using Blueprint:
First, join your telehealth session in your preferred telehealth platform
Then, open a Blueprint Session
Start recording by sharing the audio from your telehealth session with Blueprint (we’ll walk you through exactly how to do this below!)
Your Internet Browser Matters (A Lot)
Blueprint is based in your internet browser so it's important to use one that supports sharing audio from your telehealth session to your browser.
We recommend running using the Google Chrome browser to run Blueprint (and your actual telehealth session) to ensure that your client's voice is successfully shared from the telehealth session to Blueprint.
✅ Internet browsers that are compatible with Blueprint:
Google Chrome (highly recommended)
Microsoft Edge
Opera
❌ Internet browsers that are NOT compatible with Blueprint:
Firefox
Safari
Or any other internet browser
Important Setup Differences between Mac and Windows
There are a few key steps for recording telehealth sessions vary depending on the type of computer you're using.
🍎 If you’re using a Mac computer:
If you're using a Mac and using headphones, you must run your telehealth meeting in an internet browser -- not in the Zoom or Doxy desktop app which may be installed on your computer. If you're not using headphones, feel free to use the desktop app version of your telehealth platform.
Any installed telehealth app will not support audio sharing with Blueprint, which means your client’s voice won’t be captured.
🪟 If you’re using a Windows computer:
If you're using a Windows computer, you can choose to run your telehealth call in either an internet browser or an installed desktop app/program.
How to Capture a Third-Party Telehealth Session with Blueprint, Step-by-Step!
1️⃣ Join your telehealth session
If you're using a Mac, join your telehealth session within a compatible internet browser (We recommend Google Chrome)
In the above example, the clinician is using a Mac and joining their Zoom meeting in Google Chrome, bypassing the Zoom desktop app by clicking "Cancel" when prompted by Chrome to open the Zoom app, then choosing to "join from browser".
If you're using Windows, feel free to join your telehealth session from an internet browser or a desktop app like Zoom or Doxy
2️⃣ Open a Blueprint Session in a separate tab
Open a new Session in Blueprint. From your Sessions Dashboard, click the `Record Session Audio` button and select the client.
3️⃣ Set your audio options and start the Blueprint recording
When you’re ready to begin recording, set the four recording options:
Your microphone -- Default is the most common
The Session Setting -- Telehealth or In-Person
Your speaker -- Using Headphones or Not Using Headphones
Telehealth Call Location -- Web Browser or Desktop App
Click the 'Start Recording' button
If you're using headphones (or if you're not using headphones but you'd still like the 'Highest Audio Quality' captured) a new pop-up will appear asking you to share your telehealth audio (that's your client's voice!) with Blueprint.
4️⃣ Follow the prompts to share the telehealth audio (your client's voice) with Blueprint
In the pop-up, select the tab or screen that your telehealth session is running in.
If your telehealth session is in a browser tab (Mac or Windows), select that specific tab and check the box near the bottom of the pop-up to 'Share tab audio'
If your telehealth session is in a desktop app (recommended for Windows only, but can work for Macs without headphones), select 'Window' and check the box near the bottom of the pop-up to “Share system audio” This toggle is off by default and must be enabled every time.
⚠️ Don’t forget to make sure the 'Share system audio' or 'Share tab audio' box is checked -- if it isn't, the telehealth audio (your client's voice) may not be recorded, resulting in a failed or low-quality Progress Note.
5️⃣ Test to confirm that audio is being recorded, then proceed with your session
Say a few words out loud and check that the green audio indicator moves. Then, ask your client to do the same.
If both are working, you're all set -- Blueprint will capture the session in the background. If not, make sure you've selected the correct microphone for yourself and the correct tab/screen for your telehealth session.
You can split your screen to keep both the Blueprint tab and your telehealth platform visible (handy if you're using Assist or want to monitor the recording), or simply continue with your session while keeping Blueprint open in the background.