Scheduling

Please add the options for clients to be able to reschedule, and cancel appointment without having to reach out to provider, and doing the back and forth which the self scheduling claim to support but it still leave room for more back and forth if a client needs to reschedule, or cancel, etc.

Phyzna Lamartine About 7 hours ago

1

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Feature Request

Thank you for adding invoices and payments for Canadians! Please consider also adding Telus eHealth Claims for Canadian practitioners.

Peter Hall About 11 hours ago

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Feature Request

Consent Forms-Templates

I want to add my client intake paperwork to the portal to send to my clients

Patricia Maynard 2 days ago

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Feature Request

Visual tracking and automatic assessment?

Hello, I use assessments (some unusual ones, like the Massachusetts General Hospital (MGH) Hair Pulling Scale). Would be great if there could be a feature not only for automatic scoring beyond the common assessments such as PHQ-9/GAD-7, but also quick visual graphing for therapists (and clients?) to see how the scoring results shift from week-to-week.

Andrea Siegel 3 days ago

Forms

Fax?

As you develop the infrastructure, I'm wondering if you might consider offering an integrated fax system to send/receive faxes in a HIPAA compliant way. One of my niches is treating BFRBs (body focused repetitive behaviors) and a second niche is breast cancer mental health, so being able to fax with dermatologists and oncologists could be helpful. Thanks for considering!

Andrea Siegel 3 days ago

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Feature Request

I know our date system makes no sense (American) but having the dates in the order you do makes cutting and pasting a pain in the neck. I would love it if it was fixed.

Jenise Harmon 3 days ago

General

I'm not requesting anything, but wanted to say thanks

I want to let Upheal know how much I use the AI assistant at the bottom of the screen. I use it to help me find answers to disability questions, to help me find something I remember saying but can't find. I am astonished at how useful it is. I've been considering leaving Upheal because of issues I've been having, but that AI assistant is a huge reason I'm staying. I’m still irritated that the dates are not in the correct order for my country. But the little AI dude is great

Jenise Harmon 3 days ago

General

dictation editing

I would love to be able to dictate edits and changes to notes, client snapshot/treatment plan.

Katerina Philbrick 3 days ago

Low Priority

+1

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Feature Request

Integration with Noterro EHR

I would love an integration with Noterro for those of us who use this EHR. Thanks!

Francisca Carrasco 3 days ago

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Feature Request

calendar booking customization

It would be great to be able to block out time slots for things other than Sessions or Time Off. Being able to customize as needed (meetings, other appointments, events, courses/study, etc) would be great. ALSO, color blocking specific events so at a glance you can tell what is going on that day/week, etc.

Katerina Philbrick 4 days ago

High Priority

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Feature Request

Topics regeneration when note regenerates

When I swap all statements in a conjoint therapy session and regenerate the note, it would be great if the topics regenerate as well to match the regenerated note.

Lark Lovejoy 4 days ago

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Feature Request

Medical necessity

Hello! There was an option to populate a new note from a recorded session SOAP note. It was called “intake- medical necessity.” It is no longer there. How do I bring this back? Or, how do I make a new template? I do not have a “new template” button

Laurie Hatcher 5 days ago

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Feature Request

Migration of TherapyNotes Active Clients - All data

The title says it…. I was told this was planned, but interaction with your AI and looking on the roadmap suggests that isn’t the case?

Katty Richardson 5 days ago

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Feature Request

Request to Add Farsi Language Support to Upheal Platform

Dear Upheal Team, I hope you are well. I have been using Upheal for the past year and have found it to be a valuable tool in my clinical work. I work with several Farsi-speaking clients, and it has been challenging that the platform does not currently support the Farsi language. As a result, I am unable to fully utilize Upheal’s features when conducting sessions in Farsi, which limits its effectiveness in serving this population. I would like to formally request that Farsi be added as a supported language. I believe many therapists and healthcare professionals who work with Farsi-speaking clients would greatly benefit from having this option available. Expanding language support would not only enhance accessibility but also increase the platform’s inclusivity and usability across diverse communities. Thank you for considering this request. Best, Anahita

Anahita Shahbazi 6 days ago

High Priority

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Feature Request

Scheduling - Linking

I’d love for there to be a singular option for a client to see all my services instead of needing to list them all out on my website in separate hyperlinks (e.g. individual counseling 30, 45, and 60 minutes)… same service, but different length. I’d like to let the client pick what they believe is appropriate for them, bar the exception of the initial intake which every client requires. — Ideally, I’d like for my website to be a useful tool to direct them to the place where they can schedule (again, without listing each service as a separate link).

Billy Gilbert 6 days ago

High Priority

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Feature Request

Updated Treatment Plans

A way to address objectives from all sessions to create concurrent treatment plans every 6 months.

Melissa Nussbaum 6 days ago

High Priority

+1

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Feature Request

Memo line on invoice states it will be visible to client, but when invoice is created, the memo line is not visible

When creating an invoice, the “memo” line states that it will be visible to clients. But when I create the invoice and check the preview, the “memo” line is not visible. How to fix this, please?

Tara Barthel 7 days ago

Client Payments

Letter generation based on client summary

It would be great to be able to generate official letters (or at least an outline or template) based on the client summary, for the purposes of a disability claim, other legal matters, medical interventions or referrals, social services requests, etc.

Katerina Philbrick 7 days ago

High Priority

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Feature Request

TriCare

I have clients that require notes be compliant with their new requirements. See link below: https://tricare.triwest.com/en/provider/provider-pulse/provider-pulse-archive/2026/January-2026-provider-pulse/?utm_source=sfmc&utm_medium=email&utm_campaign=2026-01+Provider+Pulse+January+Issue&utm_term=%23tricare_pp_2+Documenting+Behavioral+Health+Outcome+Measures%3a+What+TRICARE+Providers+Should+Know&utm_id=1342107&sfmc_id=85682089#tricare_pp_2

William Younger 7 days ago

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Feature Request

Group Note

We need a note for people who run therapy groups

Henry Srednicki 7 days ago

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Feature Request