SessionGlance Start Up Guide
Use the steps below to set up SessionGlance, record a session, upload it, and finalize your report.
SessionGlance Overview Video
This video describes SessionGlance as an applicationThe video is an overview of SessionGlance—what it is, why it was built, and how it works. The sections below focus specifically on registration, installation, and the step-by-step workflow to produce a session report.
Core Workflow Steps
High-level steps to complete your first report- Set your password from the initial welcome/activation email.
- Set up two-factor authentication (2FA).
- Download the desktop app from the Download page inside your account.
- Install the app.
- Give required permissions (varies by operating system).
- Open the app.
- Log in.
- Select a patient.
- Click Record.
- Click Stop.
- Click Upload.
- Track, edit, and finalize your report in the My Account section of the website.
Log in here: https://app.sessionglance.com/account/login/
Install & Setup
macOS and Windows tutorials + step-by-step instructionsmacOS Install Tutorial
- Log in to the application portal and select the macOS download button.
- After downloading, drag the application into the Applications folder and enter your computer password if prompted.
- Open the application from the Applications folder and select Open to launch.
- Log in to the application.
- Allow microphone permissions when prompted.
- Navigate to System Settings to permit screen recording for SessionGlance (you may need to enter credentials).
- Quit and reopen the application to apply changes.
- Log in again to start using the application.
- Add patients via the My Account section.
- Use Record, Stop, and Upload to manage sessions.
- Keep microphone setting on Default for the clinician device (system audio handles patient device).
- Submit support tickets via the form under Contact Support.
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Windows Install Tutorial
- Visit the website to register for an account and enter your personal info, credentials, and licensing.
- Select a billing plan (default is pay-per-report; a 30-day free trial is available).
- Enter a valid payment method to begin the trial (you are not charged during the 30-day trial period).
- Review and accept the End User License Agreement (EULA).
- Check your email to activate your account and set a password.
- When logging in, complete two-factor verification (code is sent via email).
- Download the Windows application directly from the website.
- If blocked by Windows SmartScreen, select More info and run the application anyway.
- Launch the app and log in using case-sensitive credentials.
- The app uses default microphone settings; earbuds are recommended to reduce audio overlap and improve accuracy.
- Click Record, then Stop, then Upload to submit the session.
- After upload, complete and submit the general assessment of functioning questionnaires.
- Reports are typically processed within 24 hours and appear as drafts in your account portal.
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Program Overview
Therapist dashboard, reporting, ratings, and editing workflow- Logging into the desktop app and navigating the therapist dashboard (account management, refresh reporting, My Account).
- Report statuses (pending, error, incomplete) and how uploads trigger processing.
- Client functioning scales rated 1–10, including: Quality of Friendships/Relationships, Romantic Relationships, Tolerance, Insight, and Problem Solving.
- Editing incomplete reports: draft assessment aligned with CPT 96130, clinician review of generated highlights, and psychotherapy note drafting.
- System features: time tracking for editing, integration of standardized test results, and clinical decision-making support.
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Microphone Notes
Audio settingsSessionGlance will automatically record from your default microphone and speakers. For users with more advanced sound setups, please change your audio settings in the Microphone Select menu. The audio settings should match the ones enabled in your videoconferencing software.
Best practice: use a dedicated USB microphone for SessionGlance.
