User Portal
SessionGlance — Start-Up Guide

Getting started

SessionGlance Start-up Guide

Set up SessionGlance, record a session, upload it, and prepare your report. Follow these steps in order and you'll be set up within the hour.

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01 · Overview

What SessionGlance is

A short tour of the application — what it is, why it was built, and how it works.

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Note

This video is the big picture. The sections below focus specifically on registration, installation, and the step-by-step workflow to produce a session report.

02 · Getting started

Twelve steps to your first report

High-level path from activation email to finalized report.

  1. 01Set your password from the initial welcome / activation email.
  2. 02Set up two-factor authentication (2FA).
  3. 03Download the desktop app from the Download page inside your account.
  4. 04Install the app.
  5. 05Give required permissions (varies by operating system).
  6. 06Open the app.
  7. 07Log in.
  8. 08Select a patient.
  9. 09Click Record.
  10. 10Click Stop.
  11. 11Click Upload.
  12. 12Track, edit, and finalize your report in the My Account section of the website.
Account link

Log in here: app.sessionglance.com/account/login/

03 · Install & setup

Install on macOS & Windows

Video tutorials plus step-by-step instructions for each operating system.

macOS install tutorial

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Installation

  1. Log in to the application portal and select the macOS download button.
  2. After downloading, drag the application into the Applications folder and enter your computer password if prompted.
  3. Open the application from the Applications folder and select Open to launch.

Configuration & permissions

  1. Log in to the application.
  2. Allow microphone permissions when prompted.
  3. In System Settings, permit screen recording for SessionGlance (credentials may be required).
  4. Quit and reopen the application to apply changes.
  5. Log in again to start using the application.

Usage & support

  • Add patients via the My Account section.
  • Use Record, Stop, and Upload to manage sessions.
  • Keep the microphone setting on Default for the clinician device (system audio handles the patient device).
  • Submit support tickets via the form under Contact Support.

Windows install tutorial

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Registration

  1. Visit the website to register and enter your personal info, credentials, and licensing.
  2. Select a billing plan (default is pay-per-report; a 30-day free trial is available).
  3. Enter a valid payment method to begin the trial (you are not charged during the 30-day trial).
  4. Review and accept the End User License Agreement (EULA).

Activation & install

  1. Check your email to activate your account and set a password.
  2. When logging in, complete two-factor verification (code sent via email).
  3. Download the Windows application directly from the website.
  4. If blocked by Windows SmartScreen, select More info and run the application anyway.

Using the application

  1. Launch the app and log in using case-sensitive credentials.
  2. The app uses default microphone settings; earbuds are recommended to reduce audio overlap and improve accuracy.
  3. Click Record, then Stop, then Upload to submit the session.
  4. After upload, complete and submit the general assessment of functioning questionnaires.
  5. Reports are typically processed within 24 hours and appear as drafts in your account portal.

04 · Program overview

The therapist dashboard & reports

Reporting, client functioning ratings, and the editing workflow.

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What the video covers

  • 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: 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.

05 · Audio

Microphone notes

Getting the cleanest possible recording.

SessionGlance automatically records from your default microphone and speakers. For more advanced sound setups, change your audio settings in the Microphone Select menu — they should match the ones enabled in your videoconferencing software.

Best practice

Use a dedicated USB microphone for SessionGlance.