--- title: How to record a live session | Nextvisit description: "Record a live session: pick a template and patient, transcribe, add scales and codes, then End. Includes Telehealth Mode." url: "http://localhost:3000/help/recording-a-session" type: static generatedAt: "2026-09-04T06:57:02.582Z" --- Notes and AI # How to record a live session Record a live session: pick a template and patient, transcribe, add scales and codes, then End. Includes Telehealth Mode. 8 min read · Published May 8, 2026 · Updated August 30, 2026 ## Before you start The recorder runs in any modern browser at `nextvisit.app/recorder`. The first time you start a session, the browser asks for microphone access. Approve it once. Telehealth visits also prompt you to share the call’s browser tab when you click Start Recording. That share prompt is per session and comes back on every pause-and-resume cycle. Nothing to install. ## Step 1: Open the recorder and pick a template Open the recorder and the template gallery loads. Your most recent pick is pinned at the top under **Recently Used** for one-click reuse. Below that, **Your Templates** shows any custom templates your workspace has authored. The full library lives in the **All Templates** grid, with a search input that filters live as you type. ****** nextvisit.app / recorderChoose a templatePick the format AriaMD will use for this session's note.Recently UsedAll TemplatesSearch templatesBIRPBIRPAgency BIRP with observed behavior, named technique, observed response, and a…DAPDAPThe DAP includes a named intervention, observed response, and treatment plan…Group therapy session noteCustomGroup note with a shared session block and a per-member participation block, so…Lithium monitoring follow-upLithiumLithium follow-up with serum trend, renal and thyroid labs, side effects, and…MAT noteMATMAT note for buprenorphine, methadone, or naltrexone with UDS, withdrawal…Psychiatric intakeIntakeNew-patient psychiatric intake: HPI, psych and medical history, MSE, risk,… *Stage 1: Templates pinned to your workspace, plus the full Nextvisit template library. Click a card to advance.* Click a card to advance to session setup. If you grabbed the wrong template, the chosen one appears as a chip at the top of the next screen, and clicking it sends you back to swap. ## Step 2: Pick a patient and review the auto-populated context Search for the patient by name in the picker at the top of session setup. Selecting a record auto-populates the pre-session context editor below it: today’s date, the logged-in provider, the patient’s name and DOB, and an active medications table pulled from the chart. The editor is a full rich-text surface, so you can edit the populated fields, add a sentence about why the patient is in today, or paste in anything else AriaMD should ground the note on. ****** nextvisit.app / recorderSession InformationSOAP Note (2026)Session setupConfigure patient and session details.Telehealth mode When recording starts, pick "Share system audio" or "Share tab audio" in the browser prompt so both sides of the visit are captured. Tip: Select "Share system audio" or "Share tab audio" when prompted Patient NameMHMarcus HayesDOB 8/14/1985Pre-session Contexti Medications, allergies, and relevant patient information. **Date:** Fri May 08 2026**Provider:** Dr. Lauren Cole**Patient:** Marcus Hayes (Male)**DOB:** 8/14/1985 | Medication | Sig | Started | Prescriber | | --- | --- | --- | --- | | Acamprosate | 666mg BID | 11/01/23 | Katie | *Stage 2: Patient demographics and active medications auto-populate. The editor is fully editable before you start.* If you want the AI to reference specific patient documents, expand **Link Documents** and pick up to 5. They feed into the AI’s context silently during recording and appear as a **Documents** tab on the encounter detail when the session ends. The **Capture** card on this screen has **Telehealth mode**. The line under the label reads: Capture both sides of a virtual visit through your screen’s audio. Turn the switch on at session setup, before **Start Recording**. ## Step 3: Start recording Click **Start Recording**. The view switches to live transcription, the status dot turns red, the timer starts, and your first words begin to appear. As you speak, the in-progress phrase builds in cyan below the latest finalized line, with a blinking cursor. Finalized lines stamp themselves with the wall-clock time and stack above. ****** nextvisit.app / recorderMarcus Hayes00:24ListeningLive Transcription03:03:50 PMHow have you been since our last visit?03:03:55 PMBetter, mostly. Sleep is up to about six hours most nights.03:04:00 PMAny side effects from the sertraline at the new dose?03:04:05 PMA little nausea the first week. It settled down after that.03:04:11 PMAnd mood overall, would you say better, worse, or about the same?03:04:18 PMBetter. Steadier. A six or seven most days, where it used toSpace pauseN note⌘F search *Stage 3: Live transcription. Finalized lines stack above; the cyan line is the partial that has not been committed yet.* ## Add context, scales, files, and codes mid-session The right-hand action panel stays available throughout the session. Six tools, each one click away, without leaving the recorder. Context Note e.g., Patient mentions new medication not in chart, reported symptom change… This note will appear in the transcript at the current time. *Add Note: drop a timestamped, non-spoken note into the transcript. Useful for things the AI should know but should not transcribe.* **Add Note** drops a non-spoken context note into the transcript at the current timestamp. Use it for things the AI should know but should not transcribe verbatim, like “patient nodded but did not verbalize agreement” or “appears alert and oriented x3, no acute distress.” Submitted notes pin to the top of the transcript as a labeled CONTEXT NOTE block, separate from the live conversation. Choose a measureGAD-7▾Notes Optionally add notes and context for the AI. Documents (Optional) Drop files here or click to browse. PDF and images up to 10MB (max 5 files) *Scales: pick an instrument, click Generate with Context. AriaMD scores it from the in-progress transcript and your notes.* **Scales** opens the measure picker. Pick an instrument (PHQ-9, GAD-7, AIMS, MMSE, COWS, and the rest), add a sentence of context in the Notes field, and click **Generate with Context**. The AI scores the instrument from the in-progress transcript plus your notes and returns a filled preview with the total, the per-item responses, and the severity interpretation. Confirm to insert the completed scale into the transcript. After the encounter is signed, the measure also appears in a dedicated Scales & Exams panel on the encounter detail. ICD-10 Diagnostic CodesF41.1Generalized anxiety disorder×▾Billing CodesSearch and select billing codes…▾ *Coding: pre-stage ICD-10 and billing codes during the visit. AriaMD's auto-suggestions land on encounter detail after.* **Coding** lets you pre-stage ICD-10 diagnostic codes and billing codes during the visit, before AriaMD’s auto-suggestions land on the encounter detail. Type a code or a description, multi-select from the dropdown, and save. Selected codes appear as removable pills above the search. The remaining three tools live in the same panel: - **Context** opens the same rich-text editor you used at session setup, so you can edit the AI’s grounding mid-session. Saves are live. - **Files** uploads ad-hoc attachments (PDF, DOC, DOCX, TXT, images) for AriaMD to reference. This is separate from the Link Documents picker on session setup, which sources files already in the patient’s chart. - **Audio** opens audio settings to change microphone or toggle echo cancellation, noise suppression, and auto gain control mid-session. ## Pause and resume Press `Space` or click the Pause button to pause. The status dot flips to yellow, the listening pill changes to **Paused**, and the transcript stays put. Press `Space` again or click **Resume** to pick back up. Audio settings changes only take effect after a pause-and-resume cycle, which is the supported way to switch microphones mid-visit. ****** nextvisit.app / recorderMarcus Hayes00:24PausedLive Transcription03:03:50 PMHow have you been since our last visit?03:03:55 PMBetter, mostly. Sleep is up to about six hours most nights.03:04:00 PMAny side effects from the sertraline at the new dose?03:04:05 PMA little nausea the first week. It settled down after that.03:04:11 PMAnd mood overall, would you say better, worse, or about the same?03:04:18 PMBetter. Steadier. A six or seven most days, where it used toSpace pauseN note⌘F search *Paused state: yellow dot, transcript preserved. Audio settings changes apply on the next pause/resume cycle.* ## Keyboard shortcuts | Key | Action | | --- | --- | | `Space` | Pause / Resume | | `N` | Add a context note | | `F` | Open Files (Upload Attachments) | | `⌘F` | Search transcript | | `⌘.` | End the recording | ## When you are done Click **End** or press `⌘.` to finish. The recorder hands the session off to the encounter detail page and runs the AI analysis pipeline in front of you: Creating Timeline Events, Generating Note, Suggesting Codes, and so on, up to seven steps when documents are linked. The card turns green at the end with **Encounter Processed**. Creating Timeline EventsFinding notable patient events…6sProcessing3 / 4 stepsEncounter ProcessedSuccessfully processed encounter.18sCompleted6 / 7 stepsAnalyzing Session *Post-End: the analysis pipeline runs, then drops you on the encounter detail page with the SOAP note ready for review.* The encounter detail page renders with **Note**, **Transcript**, **Peer Review**, and **Context** tabs, plus a **Documents** tab when files were linked at setup. A coding sidebar shows AriaMD’s ICD-10 and billing suggestions alongside anything you pre-staged. Scales and exams from the session appear in their own sidebar panel. For more on what AriaMD does to your session after you click End, see the [features overview](/features#aria). On an unsigned note, the row **Tell Aria what to change…** edits that draft. See [Edit a note with Aria](/help/edit-a-note-with-aria). ## Telehealth mode On Zoom, Doxy, Teams, or Google Meet, a mic-only recording catches the other side as muffled speaker bleed. Telehealth Mode captures the patient’s audio from the call’s browser tab at line level and mixes it with your microphone. ****** nextvisit.app / recorderSession InformationSOAP Note (2026)Session setupConfigure patient and session details.Telehealth mode When recording starts, pick "Share system audio" or "Share tab audio" in the browser prompt so both sides of the visit are captured. Tip: Select "Share system audio" or "Share tab audio" when prompted Patient NameMHMarcus HayesDOB 8/14/1985Pre-session Contexti Medications, allergies, and relevant patient information. **Date:** Fri May 08 2026**Provider:** Dr. Lauren Cole**Patient:** Marcus Hayes (Male)**DOB:** 8/14/1985 | Medication | Sig | Started | Prescriber | | --- | --- | --- | --- | | Acamprosate | 666mg BID | 11/01/23 | Katie | *Telehealth mode on: the Capture card switch is on, and the notice tells you to pick Share system audio or Share tab audio when recording starts.* ### Turning it on At session setup, turn on **Telehealth mode** in the **Capture** card. With the switch on, this notice appears: When recording starts, pick “Share system audio” or “Share tab audio” in the browser prompt so both sides of the visit are captured. When you click **Start Recording**, the browser’s native screen-share picker appears. Pick the tab running the video call and check **Share tab audio** (Chrome’s wording; some browsers say **Share system audio**). Confirm. Recording begins, and the transcript captures both sides of the call. If you forget to check the audio box, the recorder catches the empty audio stream and silently falls back to microphone-only recording. The session continues, but the line-level patient capture is gone for the rest of the visit. ### Pause and resume re-prompts the share dialog Each pause-and-resume cycle tears down the screen capture and re-runs the picker. On long telehealth visits with several pauses, the share dialog comes back every time you resume. Pick the same tab and check the audio box again to keep capturing both sides. ### If you click “Stop sharing” mid-session The browser shows a persistent “Stop sharing” indicator while you are sharing the tab. Clicking it does not stop the recording, but the patient’s audio drops out from that point and the recorder continues with microphone-only audio for the rest of the session. To restore patient capture, end the recording and start a new one. ### Browser support Telehealth Mode requires desktop Chromium browsers: Chrome, Edge, Brave, Arc, Opera. Firefox shows the toggle but the share picker does not offer an audio checkbox, so the recorder falls back to microphone-only. Safari support is partial and inconsistent. The toggle is not rendered on mobile (iOS Safari and Android Chrome do not support tab-audio capture). ### Privacy In real-time recording mode, no audio file is saved on either Nextvisit’s servers or the video platform’s. Only the text transcript is persisted. The video call platform itself (Zoom, Doxy, Teams) is unaffected: Telehealth Mode is browser-level audio capture from the tab you point it at, not an integration with the video service. ## Troubleshooting ### Mic not detected Check the browser’s site permissions for `nextvisit.app` and confirm microphone access is granted. If it is, open **Audio Settings** from the gear icon, switch to a different microphone in the dropdown, and click **Test Mic** to confirm levels move. If the recorder is already running and you change microphones, pause and resume to apply the change. ### Transcript stops mid-session Check the listening pill in the upper right. If it flipped to **Paused**, press `Space` to resume. If it shows a connectivity error, the recorder queues audio locally and resumes transcription automatically when the connection returns. Nothing is lost during the gap. ### Recording ended unexpectedly All sessions auto-save up to the moment of disconnect. Open the recorder again, pick the same patient, and the in-progress encounter appears under **Resume**. Pick up where you left off, and AriaMD stitches the segments together when you click End. Did this help? ## If something is still not working, the team is one email away. Email hello@nextvisit.ai with the encounter ID, your workspace, and what you were trying to do. Real responses in hours, not days. [Email support](mailto:hello@nextvisit.ai) [Book a 15-min demo](mailto:hello@nextvisit.ai) Live in 2 weeks or less BAA signed by default