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

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.

Launching a 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:

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.