An easy, guided walkthrough for getting started with session recordings and AI note generation.
PractaLuma is designed to help mental health professionals streamline documentation without compromising on security or structure. Here’s how to run your first session using the platform’s built-in tools.
Step 1: Gain Client Consent
Before you begin recording, always gain your client's informed consent for recording and transcription. This is a critical step for ethical and legal compliance.
You can do this verbally, in writing, or by referring to your practice’s intake documentation.
PractaLuma does not prompt for consent, so ensure this is part of your routine.
Step 2: Test Your Microphone and Video Integration
Before starting, make sure your setup is working correctly:
If you've enabled Zoom or Teams integration (Pro users), ensure it's connected in settings.
Test your microphone and/or video input from your device settings.
PractaLuma will notify you if no microphone is detected.
✅ Tip: Run a test recording to confirm audio is being captured.
Step 3: Start Transcribing
Once ready, click the “Record” button to begin capturing audio.
You’ll see a waveform and timer indicating the session is recording.
This audio is encrypted and securely stored.
Step 4: Use Pause, Play, and Stop Controls
During the session:
Use the Pause button if you need a break.
Press Play to resume recording.
When finished, click the Red Stop button.
⚠️ Stopping the recording finalizes the audio file for transcription.
Step 5: Replace Audio (If Needed)
If you made a mistake or want to re-record:
Click “Replace Audio” to discard the first recording and start fresh.
Important: Replacing audio permanently deletes the original recording and cannot be undone.
Only do this if you're sure you don’t need the first version.
Step 6: Transcribe Audio
After stopping the recording:
Click “Transcribe Audio” to convert the session into a written transcript.
This process usually takes a few seconds to a minute depending on length.
You’ll see the transcript appear in a readable format for review and editing.
Step 7: Generate a Note Using AI
Once the transcript is ready:
Click the blue “Generate Note” button in the top-right corner.
A pop-up window will appear asking you to select a template. Choose from:
SOAP
BIRD
EMDR
Custom formats
Click “Generate Note” to begin the AI-powered note generation.
The note will be created automatically using your transcript and selected structure, ready for review, editing, and export.
✔️ You're Done!
From here, you can:
Edit and finalise the note
Attach it to the client’s record
Export it as a PDF or copy to your EMR system
Begin preparing for your next session
Tips for a Smooth First Session
Test your workflow with a mock session before going live.
Use clear audio to improve transcript accuracy.
Stick to your preferred format.
Explore your settings to customize templates and defaults.
Need help or have questions? Visit the Help Centre or contact support from your dashboard.