Setting appointments
When setting appointments currently the options are: weekly the other week monthly There should also be an option for how many sessions, 1 through 25 or even 50, so that we know how many sessions that person is going to be seen on that specific date. Some clients pay for a certain number of sessions, so they should be given a specific number of appointments, and that should be able to be booked within the calendar. Or there should be an end date. For example, if I put in August 1st, there should be an end date of December 1st
chananya abraham about 2 hours ago
Scheduling
Setting appointments
When setting appointments currently the options are: weekly the other week monthly There should also be an option for how many sessions, 1 through 25 or even 50, so that we know how many sessions that person is going to be seen on that specific date. Some clients pay for a certain number of sessions, so they should be given a specific number of appointments, and that should be able to be booked within the calendar. Or there should be an end date. For example, if I put in August 1st, there should be an end date of December 1st
chananya abraham about 2 hours ago
Scheduling
More flexibility with reminders
I should be able to change what reminders are being sent for each client individually. For example, if certain clients I know are on their phones more, they should be able to get multiple texts from one week out to three days out to one day out to even a few hours out. While other clients are more on top of their emails, I should be able to have it set for them when and how often they get emails, up to three or four reminders, sort of like you can do in Google Calendar
chananya abraham about 3 hours ago
practice management
Practice Management
More flexibility with reminders
I should be able to change what reminders are being sent for each client individually. For example, if certain clients I know are on their phones more, they should be able to get multiple texts from one week out to three days out to one day out to even a few hours out. While other clients are more on top of their emails, I should be able to have it set for them when and how often they get emails, up to three or four reminders, sort of like you can do in Google Calendar
chananya abraham about 3 hours ago
practice management
Practice Management
schedule send
it would be great to be able to schedule send emails (scheduling, payment info) so if we work late, we can schedule the emails to be sent to clients or patients at a different time.
Sarah K Pinson PhD about 18 hours ago
Feature Request
schedule send
it would be great to be able to schedule send emails (scheduling, payment info) so if we work late, we can schedule the emails to be sent to clients or patients at a different time.
Sarah K Pinson PhD about 18 hours ago
Feature Request
Smart Edit in the Assistant Window
I think you guys did a beta run for the smart edit feature when editing session notes where it opened the assistant tab and ran the edits from there. I really liked that for the few days that it was up. My note was way more accurate and I did not have to make as many changes to it when the smart edit ran through the assistant window versus the way it is now. Can we please go back to the way it was in the beta??? Thanks in advance 😁
Whitney Clark 2 days ago
High Priority
Feature Request
Smart Edit in the Assistant Window
I think you guys did a beta run for the smart edit feature when editing session notes where it opened the assistant tab and ran the edits from there. I really liked that for the few days that it was up. My note was way more accurate and I did not have to make as many changes to it when the smart edit ran through the assistant window versus the way it is now. Can we please go back to the way it was in the beta??? Thanks in advance 😁
Whitney Clark 2 days ago
High Priority
Feature Request
Anonymous Transcript Export
I'd love to see an option to export session transcripts with all personally identifying information (especially client names) automatically redacted or replaced with anonymous placeholders (e.g., "Client" or "[Name]"). This would make it much easier to securely use transcripts for supervision, training, research, while better protecting client confidentiality. Be able to dowload PDF file without the client’s name would be great.
Pavle Marinkovic 3 days ago
practice management
Feature Request
Anonymous Transcript Export
I'd love to see an option to export session transcripts with all personally identifying information (especially client names) automatically redacted or replaced with anonymous placeholders (e.g., "Client" or "[Name]"). This would make it much easier to securely use transcripts for supervision, training, research, while better protecting client confidentiality. Be able to dowload PDF file without the client’s name would be great.
Pavle Marinkovic 3 days ago
practice management
Feature Request
copy note forward
hello, I typically complete all of my notes wiht the following types of statements. "Plan: CBT and ACT Treatment for Panic Disorder, Agoraphobia, Social Anxiety Disorder, and Obsessive-Compulsive Personality Disorder, with next session focusing on interoceptive exposures while driving." I cannot figure out a way to "copy forward" the first part of the paragraph (up until the words "....Personality Disorder") when doing a custom note template. I don't want to have a custom note template because it is particular to each patient. For example and I don't want it tied to the official diagnoses or therapy modalities in the file because the list of modalities that I list here are ALL of the modalities that I do in the treatment and in this final section, these are just the modalities and interventions that I am currently doing. Is this possible, either using the smart edit feature or with specific language in the custom note?
David Singer 3 days ago
Feature Request
copy note forward
hello, I typically complete all of my notes wiht the following types of statements. "Plan: CBT and ACT Treatment for Panic Disorder, Agoraphobia, Social Anxiety Disorder, and Obsessive-Compulsive Personality Disorder, with next session focusing on interoceptive exposures while driving." I cannot figure out a way to "copy forward" the first part of the paragraph (up until the words "....Personality Disorder") when doing a custom note template. I don't want to have a custom note template because it is particular to each patient. For example and I don't want it tied to the official diagnoses or therapy modalities in the file because the list of modalities that I list here are ALL of the modalities that I do in the treatment and in this final section, these are just the modalities and interventions that I am currently doing. Is this possible, either using the smart edit feature or with specific language in the custom note?
David Singer 3 days ago
Feature Request
Working with the invoice-it should not be locked just because the note is signed
Just because a note is locked doesn't mean that I cannot work on the invoice right now. In your system, once the note itself is locked, nothing can be changed on the invoice. I think that should be corrected, and it should be two separate things
chananya abraham 4 days ago
High Priority
Practice Management
Working with the invoice-it should not be locked just because the note is signed
Just because a note is locked doesn't mean that I cannot work on the invoice right now. In your system, once the note itself is locked, nothing can be changed on the invoice. I think that should be corrected, and it should be two separate things
chananya abraham 4 days ago
High Priority
Practice Management
Completed
We are a small facility with just 16 clients. We work as a team and we need to be able to see all clients without having to add them individual counselors. Currently when I enter them on intake, they must each be assigned. Why not just make it like a regular EMR if we log in we can all see the clients. This seems more geared for outpatient type setting with ind couselors and not really residential treamtent.
David A Brocato 4 days ago
High Priority
Feature Request
Completed
We are a small facility with just 16 clients. We work as a team and we need to be able to see all clients without having to add them individual counselors. Currently when I enter them on intake, they must each be assigned. Why not just make it like a regular EMR if we log in we can all see the clients. This seems more geared for outpatient type setting with ind couselors and not really residential treamtent.
David A Brocato 4 days ago
High Priority
Feature Request
EDMR specialist
will there be an EMDR app for clinicians to be able to provide that type of therapy to be able to utilize visual and audio stimulation for clients?
Michelle Foster 4 days ago
High Priority
Feature Request
EDMR specialist
will there be an EMDR app for clinicians to be able to provide that type of therapy to be able to utilize visual and audio stimulation for clients?
Michelle Foster 4 days ago
High Priority
Feature Request
✂️ Split One Recording Into Separate Sessions
We're exploring the ability to split a single recording or session into separate sessions, each with its own transcript, note, and client. It happens more often than any of us would like: you forget to stop the recording between back-to-back clients, a couples session shifts into individual time with one partner, or a crisis walks in mid-hour and suddenly one recording holds two distinct clinical encounters. Today that means a messy transcript and a note that can't be filed cleanly. With splitting, you'd mark where one session ends and the next begins, assign each part to the right client, and get a proper note for each. The same foundation would cover the reverse problem too: generating two different notes from one session when the encounter genuinely covers two billable services or two family members' charts.
Upheal Moderator 4 days ago
Notes & Documentation
✂️ Split One Recording Into Separate Sessions
We're exploring the ability to split a single recording or session into separate sessions, each with its own transcript, note, and client. It happens more often than any of us would like: you forget to stop the recording between back-to-back clients, a couples session shifts into individual time with one partner, or a crisis walks in mid-hour and suddenly one recording holds two distinct clinical encounters. Today that means a messy transcript and a note that can't be filed cleanly. With splitting, you'd mark where one session ends and the next begins, assign each part to the right client, and get a proper note for each. The same foundation would cover the reverse problem too: generating two different notes from one session when the encounter genuinely covers two billable services or two family members' charts.
Upheal Moderator 4 days ago
Notes & Documentation
🧠 More Modalities, Including Your Own
We're exploring two answers to the steady stream of modality requests: keep expanding the built-in list, and let you teach Upheal your specific approach. The built-in list keeps growing, and merging your requests here helps us see which modalities to prioritize next. But we also know the honest truth: the list of therapeutic approaches is effectively endless, and the way you practice AEDP or ISTDP or animal-assisted therapy is not quite the way anyone else does. So the more interesting direction is letting you describe your approach, your framework, your language, even the literature you work from, and having your notes and treatment plans reflect it. Comment with the modality you need and, just as useful, how you document it: what a good note in your approach looks like, what terms it uses, what it tracks across sessions. That's exactly the input that shapes how we build this.
Upheal Moderator 4 days ago
Notes & Documentation
🧠 More Modalities, Including Your Own
We're exploring two answers to the steady stream of modality requests: keep expanding the built-in list, and let you teach Upheal your specific approach. The built-in list keeps growing, and merging your requests here helps us see which modalities to prioritize next. But we also know the honest truth: the list of therapeutic approaches is effectively endless, and the way you practice AEDP or ISTDP or animal-assisted therapy is not quite the way anyone else does. So the more interesting direction is letting you describe your approach, your framework, your language, even the literature you work from, and having your notes and treatment plans reflect it. Comment with the modality you need and, just as useful, how you document it: what a good note in your approach looks like, what terms it uses, what it tracks across sessions. That's exactly the input that shapes how we build this.
Upheal Moderator 4 days ago
Notes & Documentation
In Progress
📋 Your Notes Will Use the Diagnosis You Assigned
We're changing how diagnoses appear in your notes: when you've saved a diagnosis for a client, your documentation will use it, instead of inferring a diagnosis from that session's conversation alone. You told us why this matters, clearly and repeatedly. Many diagnoses rest on history that doesn't come up in every session: a past manic episode, when a trauma occurred, a pattern you established months ago. A note that reasons only from today's transcript can't know that, and you shouldn't have to correct your own documentation to reflect a diagnosis you already made. Your clinical judgment leads; the note follows it. If you haven't saved a diagnosis yet, nothing changes: Upheal will still suggest clinically relevant possibilities based on the session, and we're keeping that as a way to surface diagnoses worth considering, never as a replacement for your call.
Upheal Moderator 4 days ago
Notes & Documentation
In Progress
📋 Your Notes Will Use the Diagnosis You Assigned
We're changing how diagnoses appear in your notes: when you've saved a diagnosis for a client, your documentation will use it, instead of inferring a diagnosis from that session's conversation alone. You told us why this matters, clearly and repeatedly. Many diagnoses rest on history that doesn't come up in every session: a past manic episode, when a trauma occurred, a pattern you established months ago. A note that reasons only from today's transcript can't know that, and you shouldn't have to correct your own documentation to reflect a diagnosis you already made. Your clinical judgment leads; the note follows it. If you haven't saved a diagnosis yet, nothing changes: Upheal will still suggest clinically relevant possibilities based on the session, and we're keeping that as a way to surface diagnoses worth considering, never as a replacement for your call.
Upheal Moderator 4 days ago
Notes & Documentation
Planned
💳 Autopay: Charge the Card on File Automatically
We're looking at autopay: automatically charging a client's card on file so collecting payment stops being a recurring task. Turn it on per client, and once a session is completed, the charge runs on its own and the receipt goes out without you touching anything. You know the current version of this: a client owes for three sessions, you've drafted the follow-up message twice, and it's still sitting there. Autopay removes that conversation from the relationship entirely, which is better for you and honestly better for the client too. You'd stay in control of the details: which clients are enrolled, when the charge triggers, and what happens if a card fails. Nothing gets charged that you didn't set up.
Upheal Moderator 4 days ago
Client Billing
Planned
💳 Autopay: Charge the Card on File Automatically
We're looking at autopay: automatically charging a client's card on file so collecting payment stops being a recurring task. Turn it on per client, and once a session is completed, the charge runs on its own and the receipt goes out without you touching anything. You know the current version of this: a client owes for three sessions, you've drafted the follow-up message twice, and it's still sitting there. Autopay removes that conversation from the relationship entirely, which is better for you and honestly better for the client too. You'd stay in control of the details: which clients are enrolled, when the charge triggers, and what happens if a card fails. Nothing gets charged that you didn't set up.
Upheal Moderator 4 days ago
Client Billing
In Progress
💬 Secure Team Messaging for Group Practices
We're scoping secure messaging between members of your practice, so clinicians, supervisors, and admin staff can communicate inside Upheal instead of scattering client-related conversations across email and text. The part that makes this different from a generic chat tool: conversations can be linked to a specific client's chart. Ask a supervisor about a case, hand off a scheduling question to your admin, or discuss a note that needs attention, with the context attached and the PHI staying inside the platform where it belongs. This is in early scoping as part of our broader group practice work on roles and permissions. If team messaging would change how your practice runs, votes and comments here genuinely shape when we build it. Two notes on this one: keep the original post's author engaged with a reply when you convert it, since their write-up (client-linked threads, supervision context) was unusually well thought out. And "scoping" is deliberate language, it signals Backlog honesty rather than a commitment, consistent with the over-promising problem we fixed elsewhere.
Upheal Moderator 5 days ago
Client Portal & Messaging
In Progress
💬 Secure Team Messaging for Group Practices
We're scoping secure messaging between members of your practice, so clinicians, supervisors, and admin staff can communicate inside Upheal instead of scattering client-related conversations across email and text. The part that makes this different from a generic chat tool: conversations can be linked to a specific client's chart. Ask a supervisor about a case, hand off a scheduling question to your admin, or discuss a note that needs attention, with the context attached and the PHI staying inside the platform where it belongs. This is in early scoping as part of our broader group practice work on roles and permissions. If team messaging would change how your practice runs, votes and comments here genuinely shape when we build it. Two notes on this one: keep the original post's author engaged with a reply when you convert it, since their write-up (client-linked threads, supervision context) was unusually well thought out. And "scoping" is deliberate language, it signals Backlog honesty rather than a commitment, consistent with the over-promising problem we fixed elsewhere.
Upheal Moderator 5 days ago
Client Portal & Messaging
Planned
📝 Treatment Plan Renewal Reminders
We're adding reminders for treatment plans that are due for renewal. Set how often plans should be reviewed for your practice, whether that's every 90 days or whatever your payer requires, and Upheal will flag the clients whose plans are coming due instead of you tracking dates in a spreadsheet. When a plan needs updating, you won't start from a blank page. Combined with treatment plan versioning, the update builds on the existing plan and everything documented since, so staying compliant becomes a review instead of a chore.
Upheal Moderator 5 days ago
Notes & Documentation
Planned
📝 Treatment Plan Renewal Reminders
We're adding reminders for treatment plans that are due for renewal. Set how often plans should be reviewed for your practice, whether that's every 90 days or whatever your payer requires, and Upheal will flag the clients whose plans are coming due instead of you tracking dates in a spreadsheet. When a plan needs updating, you won't start from a blank page. Combined with treatment plan versioning, the update builds on the existing plan and everything documented since, so staying compliant becomes a review instead of a chore.
Upheal Moderator 5 days ago
Notes & Documentation
Planned
📊 Create Practice Charts and Reports
We're teaching the Assistant to turn your practice data into charts. Ask "show me my revenue by month this year" or "chart this client's PHQ-9 scores over time" and get a visual answer, not a wall of numbers. This works for both sides of your practice: business questions like income, caseload, and no-show patterns, and clinical questions like symptom trends and progress toward goals. The data is already in Upheal. This makes it something you can actually see.
Upheal Moderator 5 days ago
Upheal Assistant
Planned
📊 Create Practice Charts and Reports
We're teaching the Assistant to turn your practice data into charts. Ask "show me my revenue by month this year" or "chart this client's PHQ-9 scores over time" and get a visual answer, not a wall of numbers. This works for both sides of your practice: business questions like income, caseload, and no-show patterns, and clinical questions like symptom trends and progress toward goals. The data is already in Upheal. This makes it something you can actually see.
Upheal Moderator 5 days ago
Upheal Assistant
Planned
📄 Downloadable Files Generated by the Assistant
We're adding the ability for the Assistant to generate files you can download and use outside Upheal. Ask for a letter, a summary, or a spreadsheet of your unpaid invoices, and get a finished file instead of text to copy and paste. Whatever the Assistant can find or write, it will be able to package into a document that's ready to print, send, or file away. You review it first, as always.
Upheal Moderator 5 days ago
Upheal Assistant
Planned
📄 Downloadable Files Generated by the Assistant
We're adding the ability for the Assistant to generate files you can download and use outside Upheal. Ask for a letter, a summary, or a spreadsheet of your unpaid invoices, and get a finished file instead of text to copy and paste. Whatever the Assistant can find or write, it will be able to package into a document that's ready to print, send, or file away. You review it first, as always.
Upheal Moderator 5 days ago
Upheal Assistant
Planned
🤖🤖🤖 AI Agents for Your Practice, Including Your Own
We're expanding the Assistant into AI agents, background routines that handle recurring work without being asked. Session Prep is the first. Next come agents for things like keeping an eye on outstanding balances, tracking intake progress, and flagging compliance gaps before they become problems. You'll decide exactly how much each agent can do: read-only, ask before acting, or handle it automatically. And you won't be limited to our agents. You'll be able to create your own with custom instructions, so an agent can follow the rules of your practice, not a generic one. The goal is simple: the admin work that piles up between sessions gets done in the background, and you review the results.
Upheal Moderator 5 days ago
Upheal Assistant
Planned
🤖🤖🤖 AI Agents for Your Practice, Including Your Own
We're expanding the Assistant into AI agents, background routines that handle recurring work without being asked. Session Prep is the first. Next come agents for things like keeping an eye on outstanding balances, tracking intake progress, and flagging compliance gaps before they become problems. You'll decide exactly how much each agent can do: read-only, ask before acting, or handle it automatically. And you won't be limited to our agents. You'll be able to create your own with custom instructions, so an agent can follow the rules of your practice, not a generic one. The goal is simple: the admin work that piles up between sessions gets done in the background, and you review the results.
Upheal Moderator 5 days ago
Upheal Assistant
In Progress
Switch from Any EHR with AI-Assisted Migration
We're building AI-powered migration that works with exports from any EHR. Upload the files your current platform gives you, whatever format they're in, and Upheal figures out the structure, sorts documents by client, and brings your records over. It works even for EHRs we've never seen before. Today, switching means either manual re-entry or waiting on a concierge process. This turns it into a guided flow: drag in your export, answer a couple of quick questions, review what's coming over, and confirm. You'll see exactly what was imported before anything lands in your charts, so you can switch on your own schedule without losing your history.
Upheal Moderator 5 days ago
Upheal Assistant
In Progress
Switch from Any EHR with AI-Assisted Migration
We're building AI-powered migration that works with exports from any EHR. Upload the files your current platform gives you, whatever format they're in, and Upheal figures out the structure, sorts documents by client, and brings your records over. It works even for EHRs we've never seen before. Today, switching means either manual re-entry or waiting on a concierge process. This turns it into a guided flow: drag in your export, answer a couple of quick questions, review what's coming over, and confirm. You'll see exactly what was imported before anything lands in your charts, so you can switch on your own schedule without losing your history.
Upheal Moderator 5 days ago
Upheal Assistant