Excellent software, a game changer, but would love the opportunity to have a place to add supervisee instead of adding them under client.

Lisa Fursman about 1 hour ago

High Priority

💡

Feature Request

I wanted to reach out and ask: Is client data for Australian users currently stored and processed within Australia (e.g., on an Australian AWS region), or is it hosted in the EU or US? Is there any plans to offer Australian data localisation as a standard feature or as an enterprise option? Is there any existing configuration (similar to your enterprise AWS/Azure siloed environment option) that would allow Australian practitioners to keep data within Australia? Thank you.

Samantha Chin about 3 hours ago

High Priority

💡

Feature Request

It used to be very easy to access templates, now the only way to access them is to add a note to an existing session to view/edit/create new templates.

Heather Braumann about 15 hours ago

1

💡

Feature Request

I would like to request a hyperlink from a client’s appointment button on the calendar to that client’s file for a smooth workflow from the calendar to the summary. Thank you

Sonya Peretti-Hull about 24 hours ago

💡

Feature Request

I’ve tried using the Couples note templates for parent-child sessions, but it usually identifies the adult as the client and I have to edit a lot. It also confuses speech from the mother with that of therapist (female voice). Adding this feature would be very useful for me!

Jennifer Rosario 1 day ago

💡

Feature Request

Hello! Requesting a dedicated automated feature to set up "payment plans" that split a single large invoice into recurring monthly installments.

Lark Lovejoy 4 days ago

💡

Feature Request

The cost of credit card services is crushing for many small practices. e-transfers (direct bank to bank with email or text notifications) is extremely common, and ofter a no-fee service for both the sender and recipient. This payment form integrated into booking (including payment at time of booking) is a massive win for providers and cleints alike (particularly those clients who may be financially challenged and no access to a credit card)

Todd Kaufman 5 days ago

High Priority

+2

💡

Feature Request

The treatment plan needs a place to indicate the progress or completion of a goal or objective.

Rebecca Eklund 5 days ago

💡

Feature Request

Not all clients use their legal first name, so it would be helpful to add their preferred first name or alias for reference

Michael Hamiton 6 days ago

💡

Feature Request

Hey there, I’m wondering if or when this model for couples therapy developed by Ellyn Bader and Pete Pearson will be available on Upheal? I inquired about this when I first signed up and was curious what the status is. Thanks for any updates you can provide at this time. Jenn

Jenn Cardoso 7 days ago

💡

Feature Request

Hi, we need a discharge summary

Riyon Hutton 8 days ago

High Priority

+2

💡

Feature Request

I’d find Hebrew language recognition hugely helpful. The generated notes can remain in English but sessions are conducted in Hebrew.

Orit Reem 8 days ago

💡

Feature Request

Is there a way we can have phone calls captured when calling and talking with things involving case management like cps, courts, family, etc.?

Kellyanne Richmond 8 days ago

Client Portal

Hi Upheal support, I am a therapist from the Czech Republic and I am starting to use your platform. I would like to generate my clinical notes (SOAP/DAP) directly in Czech, but I cannot see "Czech" as an option in my Note Language settings. Could you please enable the Czech language? Thank you very much. Best regards, Lucie Babicová

Lucie Babicová 8 days ago

1

💡

Feature Request

I would like the option that if/when I accidently make two files for the same person that I can merge it into one.

Shannon Kane 8 days ago

💡

Feature Request

I love the feature that we can see previous sessions when using the upheal Telehealth platform but is there a way to make that happen when using just the capture live session when we are choosing which client we are capturing the session for?

Kellyanne Richmond 8 days ago

Client Portal

I need the ability to select a diagnosis before the case snapshot and treatment plans are generated. Right now, if the system selects the wrong diagnosis, or an unbillable diagnosis, I have to rewrite the entire treatment plan to fix it. I am fine with the system suggesting a diagnosis, but this should be editable before the case snapshot is created, or an incorrect diagnosis makes the whole workflow useless.

Ryan Grove 8 days ago

💡

Feature Request

Similar to the feature where practice forms can be uploaded in PDF form for migration to Upheal, it would be great if we could have a similar facility for treatment plans. There could be a simple formatting guide (Area, goal, objective, intervention, modality) which would allow easy parsing by the Upheal AI. This would save me HOURS.

Adrian Tannock 8 days ago

💡

Feature Request

When receiving emails about completed forms I would like to find a way to change it so that the email subject lines don’t have the clients full name in it? Maybe using “KRi” or just their first and last initial? Or having the ability to assign them a Chart ID?

Kellyanne Richmond 9 days ago

2

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Feature Request