Video sessions
Join your online sessions, keep notes during the call, and share a report with your member afterwards.
Video sessions run in your browser, on Eleva. Your call is private and is not recorded.
Join a session
- In Calendar, select the session and choose Join session. You can join from 15 minutes before the start.
- Check your camera and microphone, then choose Join session.
- If your member isn't there yet, stay on the page. The call starts when they arrive.
Each call is for you and your member. Members join from the link in their confirmation email or calendar invite, without having to sign in.
During the call
- Mute your microphone, turn your camera off, or Share screen.
- Use Chat to send links or notes. New messages show a count, even with the chat closed.
- When the booked time is over, you can keep going. Eleva shows when the room closes.
Notes beside the video
The panel next to the call keeps your records for this session. They are encrypted and saved with the session.
- Member pre-agenda: what your member shared when booking.
- Session notes: your observations during the call.
- Internal report: your notes, suggestions and recommendations. It is private to you and never shared with the member.
- Live transcript: appears only when your member has allowed AI processing. Otherwise you'll see that it is off.
After the session: the session report
- In Calendar, select the session and choose Session report. You can also open it from the member's page in Members.
- Write your summary, observations and recommendations, and choose Save draft.
- When it's ready, choose Publish to member. Your member sees it in their Eleva account.
Drafts are encrypted and visible only to you. After you publish, Save and update member's copy updates what your member sees, and Unpublish hides it again.
Reports reach members through their Eleva account. If a member doesn't have one yet, Eleva tells you, and you can publish once they do.
Save time with templates
In Templates, under Practice, keep reusable structures for notes, reports, consultations and messages.
- Start from an Eleva starter with Add to my templates, or choose New template.
- Use the placeholders
{{member.firstName}},{{session.date}}and{{expert.name}}. They are filled in when you apply the template to a session. - In a session report, use Templates to start from one, or Save as template to reuse your structure.
Templates never hold member details. If a template contains a name, email, phone number, ID number or date, Eleva highlights it so you can replace it with a placeholder.