Taking notes during a video chat session

• Taking notes when conducting a Practice Better Telehealth session
• Taking notes when conducting a Zoom Telehealth session

Practice Better Telehealth Session

Quick Notes

If you're conducting a scheduled video chat session from your laptop or desktop, you can quickly take notes by launching a Client Hub directly in the video chat window.

First, launch the Client Hub from the Video Chat screen. Click on the Hub icon in the top-right corner of the video chat screen:

Click the Add Quick Notes button in the bottom-right corner:

Enter a title and your session notes, then click Save to save your changes. You can continue to edit your notes until your session is completed.

Your quick notes will be available in the Notes History section of your client's file. You can also access them by going to the Notes section of your client's Hub:

Editing Existing Notes and Creating Notes from a Template

If you'd like to edit a client's existing note or create a note from a template during your session, you can launch Picture-in-Picture mode. Picture-in-Picture mode will allow you to view the other participant in a floating window while using another browser tab to work on your notes.

To launch Picture-in-Picture, click on the icon as shown below:

Once you have launched Picture-in-Picture, you can resize or move the floating window around your screen.

Picture-in-Picture mode is currently available in Chrome, Safari, and Edge browsers.

Zoom Telehealth Session

If you're conducting a Zoom telehealth session, you can make use of the Zoom Mini Window option. Mini Window allows you to minimize the Zoom video, but keep it on top of any other applications you have open on your computer.

You can open/edit your client's notes in your browser and move the Zoom Mini Window around your screen as needed or hide the video entirely.

More information on this option can be found in the Zoom Help Center.