This guide explains how to record third-party telehealth sessions using Blueprint.
It starts by explaining how Blueprint captures audio during telehealth sessions, including what the "Enhanced Audio" option is and why it’s recommended.
Then it walks you through the actual steps to record your session, from start to finish.
How Blueprint captures your client's voice during third-party telehealth sessions
When recording a telehealth session that's happening outside of Blueprint (referred to as a "third-party" telehealth session), Blueprint can capture your client’s voice in two different ways.
The option you choose affects transcript accuracy, so understanding this difference upfront will help you know what to expect as you move through the recording steps.
👉 Option 1: Recording sessions with enhanced audio (recommended)
When enhanced audio is turned on, Blueprint captures your client’s voice directly from within your computer. This means Blueprint doesn't rely on your microphone or computer speakers.
What this means for you:
More accurate transcripts + speaker separation between you and your client
Fewer issues caused by microphone filtering or echo cancellation
You can use headphones during your session
Requires an additional browser permission step which is covered later in this guide
Recording with enhanced audio is the best choice for you if transcript and note accuracy is your top priority.
👉 Option 2: Recording sessions without enhanced audio
When enhanced audio is turned off, Blueprint uses your microphone to record your client’s voice as it comes out of your computer speakers.
What this means for you:
Slightly faster recording setup (skips the audio-sharing step)
May reduce transcript + speaker separation accuracy
You cannot use headphones during your session
Recording without enhanced audio is the best option for you if you need the fastest setup or aren’t able to share system audio through your browser.
Part 1: Start the recording in Blueprint
Before beginning your telehealth session with your client, start the recording in Blueprint. There are a few settings to define which tell Blueprint how you're running your session.
Start a new recording
From your Sessions Dashboard, click + New Session and choose Record session audio
Tip: The Start video session option is for using Blueprint's built-in telehealth platform. Since you're running your telehealth session outside of Blueprint, you'll just need to capture the audio from that session so you'll want to choose Record session audio.
Choose a client
Select a client or add a new one
Select your session details
Choose the settings for this session:Session Setting -- Select Telehealth
Headphones -- Let us know if you're using headphones
Enhanced Audio Quality -- Turn on
Begin recording
Click Share telehealth audio + begin recording.
Review the setup diagram (if shown)
You may see an instructional diagram showing which options to choose in the next permission pop-up. Review the diagram (also shown below), then click Got it to continue.
Grant browser permissions
Your web browser will show a permission pop-up asking to share system audio (your client’s voice) with Blueprint.
This pop-up appears each time you start a new session with enhanced audio enabled. It’s a browser security requirement, and while Blueprint can’t change how it looks, we can guide you through what to select:Step 1 -- Click the Entire Screen tab
Step 2 -- Click on Screen 1 (but any screen is fine -- Blueprint captures audio only, not your screen)
Step 3 -- Toggle on the Also share system audio near the bottom-right of the pop-up
Step 4 -- Click Share
Confirm recording has started
Recording begins automatically and the session timer starts. You're ready to begin your telehealth session!
What to expect:
You can hear your client as usual
You see the "Recording has started" confirmation
The session timer is running
When you speak, your microphone indicator in Blueprint lights up
When your client speaks, their microphone indicator in Blueprint lights up
Tip: If you don’t see the microphone indicators light up when you or your client are speaking:
Stop the recording, then choose Delete Session (instead of Generate Note)
Start the recording again as outlined above, paying extra close attention to the browser permission pop-up, making sure to select the Entire Screen (instead of Tab or Window) and turn on the Also share system audio option
This usually resolves the issue but if the microphone indicators still don’t light up, start the recording again, this time with the enhanced audio option turned off. Just be aware that Blueprint may not be able to capture all of the audio for this session. If that happens, after the session, you can:
Manually edit the Progress Note to fill in any gaps caused by missing audio, or
Dictate a brief summary of the session to generate a Progress Note
If you have questions or want help troubleshooting, reach out to our support team at help@blueprint.ai and we’ll be happy to help!
Part 2: Conduct your telehealth session
Now that recording has started in Blueprint, you can switch to the tab or window where your telehealth session will take place.
Blueprint needs to remain open while you conduct your session, but it does not need to stay visible. You may find it helpful to keep Blueprint open on a second monitor or check back occasionally to confirm that both your voice and your client’s voice are being captured.
Conduct your session as usual.
Part 3: End the recording to generate a Progress Note
When your telehealth session has ended, you'll return to the Blueprint tab in your browser to share extra context about the session and end the recording.
Add any final context (optional)
Before ending the recording, you can add any additional context by saying it out loud. These final remarks will be included in your recording.
End the recording
Click the red button to end the recordingSelect session details
Session Type
Note Type
Treatment Approach Used
Generate the Progress Note
Click Generate Note
Tip: If you decide you don’t need to document this session -- for example, if your client didn’t show up -- click Delete Session instead of Generate Note.
You’ve now ended the recording. Blueprint will automatically begin creating your Progress Note.
What to expect next:
Most notes are ready in under 2 minutes, though occasionally a note may take a bit longer.
You don’t need to stay on this page while the note generates. You can navigate away to start your next session or close Blueprint and return to the note later.
If a note is still generating after a couple of hours, reach out to our support team at help@blueprint.ai and we’ll be happy to help!
FAQ
Why do I have to share my "Entire Screen" for enhanced audio? Does Blueprint record my screen?
Why do I have to share my "Entire Screen" for enhanced audio? Does Blueprint record my screen?
Blueprint never records your computer screen, regardless of which permission options you select. Only audio is captured.
Choosing the Entire Screen option is the cleanest, most dependable path to share your client’s voice with Blueprint.
Here’s why:
Sharing a single tab or window can interrupt audio, which may cause your client’s voice to be blocked or cut out during the session.
Choosing Entire Screen is the most reliable option, and works consistently across different computers, browsers, and telehealth platforms.
Even though it sounds visual, Blueprint only receives audio -- your screen is never recorded, saved, or visible to anyone.
Which internet browsers are compatible with Blueprint?
Which internet browsers are compatible with Blueprint?
Chrome, Edge, and Opera are compatible with Blueprint. Other browsers (like Safari or Firefox) may have limited functionality and may lead to technical issues.
I want to use headphones during my telehealth session, what do I need to know?
I want to use headphones during my telehealth session, what do I need to know?
If you're running your meeting in Blueprint's built-in telehealth feature: No problem -- no extra steps are needed to use headphones!
If you're running your telehealth meeting in a third-party telehealth platform: No problem, you can still use headphones -- just be sure to enable the "enhanced audio: option when starting the recording in Blueprint.