Client Appointment Recordings - Interns/Residents
Video Appointments: Recording a Teams Meeting Appointment
Ensure the client signs your Consent to Record form prior to creating this appointment.
Create a meeting with your client through Outlook calendar or MS Teams Calendar, using the title "Consult" (do not include identifying information).
IMPORTANT: If you do not create a meeting, you will not be able to record the appointment with your client. Calls do not allow you to record.
Join the meeting at the time of the appointment and start recording once the client joins.
To start recording, click the ellipsis … (more options).
Select Start recording.
IMPORTANT: When recording, it automatically starts transcribing the meeting as well. We do not want the meeting transcribed. Click the ellipsis again and select Stop Transcribing.
When you need to end the recording, click the ellipsis … then click Stop recording.
The recording is then saved to Microsoft Stream, it may take a few minutes to process.
In the Chat of the Teams meeting/appointment, click the ellipsis … next to the recorded meeting once it loads.
Select Open in Stream.
Video Appointments: Downloading a Teams Meeting Recording
Once you have the video open in MS Stream, click the Download button in the top-left corner above the video.
Select the appropriate location in the R: drive (R: > Videos > Counselling Services Training & Supervision > Supervisor Supervisee Shared Folders).
As soon as it's downloaded onto the R: drive, immediately delete the recorded video from MS Stream:
Click the meeting name in the top-left corner.
Click the Location - specifically, the folder where the video is saved.
Select the video then click Delete.
If you attempt to open the recording again it will present this webpage:
In-Person Appointments
1. You will be recording in-person appointments with the Camera application on your laptop.
Click Start, then type Camera and open the Camera application.
Click the Take Video option in the right side panel.
Click Stop once the session is done.
Click the recording in the bottom right corner.
Click the ellipsis … in the top right corner then select Open Folder.
Locate the recording in the folder.
Remove the recording from your files, right-click the recording and select Cut.
Open the R: drive and paste the recording into your specific folder for your supervisor to review (e.g., R: > Videos > Counselling Services Training & Supervision > Supervisor Supervisee Shared Folders).
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