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Allow renaming uploaded files in client file
Add the capability of renaming a file after it has been uploaded to the client's file, since files are sometimes not renamed on the computer before upload to the desired name in the client's file.
Auto-create progress and psychotherapy notes per client by default
Add the ability to auto-create two notes by default per client (not just a client summary): a progress note and the customer's custom psychotherapy note generated automatically.
Let Assistant fill copay and insurance fields in client profile
Allow Assistant to fill in copay box in profile Allow the AI Assistant to directly update the copay or insurance fields within a client's profile when running verification or eligibility workflows, rather than requiring manual entry after the fact.
Fill out ROI for clients and send for signature
Allow staff to fill out the ROI on behalf of clients and send it to them to be signed. Currently it has been difficult to send instructions to clients and they still fill it out wrong, so being able to complete it for them and request their signature would help.
Flexible date-based availability for Monthly calendar
I want to open availability for my Monthly (November) calendar the same way I do with Simple Practice, where I can select the dates I want and the timeframes. I cannot do this on Upheal, as I can only select a set day of the week with set hours, and I alternate Saturdays and Sundays every weekend. Allow opening availability for the Monthly (November) calendar by selecting specific dates and timeframes, as with Simple Practice. Currently availability can only be set as a fixed day of the week with fixed hours, which does not work for alternating Saturdays and Sundays every weekend.
Outstanding balance still shows for fully paid sliding scale clients
Updating outstanding balance For clients on a sliding scale or with a write-off who have fully paid, the current unpaid balance still shows. For example, if a client paid $100 because that's what his total is supposed to be, the $50 balance still shows even though it's fully documented that he paid everything. The balance should be zero at the end of the day.
Daily DBT diary card tracking feeding session notes
Add a daily DBT diary card in the portal or app covering urges, emotions, target behaviors, and skills used, with results feeding into session prep and progress notes. Most clients still use paper, so this data never makes it into documentation. It could also work as a general mood tracker for other modalities.
Persistent IFS parts map on each client profile
Running IFS “Parts Map” for Each Client A parts map on each client's profile that carries over from session to session: named parts, their roles and burdens, and moments of Self-energy. Ideally, the AI would spot parts in the transcript and suggest updates for clinicians to approve. IFS therapists track 5–15 parts per client, mostly in their heads. This is different from adding IFS as a modality in notes — it is a way to track the client over time.
Structured safety plan clients can access in portal
Provide a structured safety plan (Stanley-Brown or similar) that is built together with the client in session, saved to the chart with past versions kept, and visible in the client's portal or app. A safety plan only helps if the client can reach it in a hard moment. This supports client safety and gives clinicians clear documentation for risk management, which is especially important for teens.
Sunset-based and religious-calendar availability
Add availability that blocks out times based on local sunset and religious holiday calendars, rather than fixed weekly hours. Jewish, Muslim, Seventh-day Adventist, and other observant clinicians currently have to update their availability by hand every week. This would keep clients from booking times they can't take. (google has this…)
More reminder options for sessions like Google Calendar
Offer richer reminder options for Upheal sessions, comparable to what Google Calendar provides: multiple notification options per event, delivered as emails or texts, at different intervals (hours, days, minutes, or even weeks), with up to five different reminders for each event.
Session timer showing elapsed or remaining time on video screen
When scheduling a client appointment, sessions are designated as 30-, 45-, or 60-minute sessions. On the video screen, add an option to display either the time elapsed in the session or the time remaining to reach that scheduled length, to help break things down and keep things organized, especially on tight schedules.
AI-generated blurb describing a clinician's style for websites
Copy Generator Feature Add a feature where the AI summarizes a clinician's style or approach in a short blurb (warm, direct, etc.) that the clinician can use as descriptive/marketing content on websites where they have to describe themselves. Many therapists find it difficult to write copy for their websites that speaks to their style/approach, and it is hard to speak about yourself; the AI could assist by basing the content on how the clinician really shows up in the room.
Option to skip notes step in SimplePractice import
Improvement of Import from SimplePractice When importing from SimplePractice, provide an option to skip the third step of bringing over notes and just bring over client names, addresses, etc. When a therapist moves from working at one practice to another, they can frequently bring their clients, but the files need to stay with the other practice. There should be an option to skip the last step of uploading the .zip file and just bring over the demographic information. Currently a blank .zip file has to be created in order to get the import to move on.
Custom client-facing title for standardized assessments
Assessment Naming Allow changing the title that the client sees for standardized assessments, even though the assessments themselves cannot be edited. Names like 'DSM-5 Level 1 Cross-Cutting Symptom Measure' or 'CORE-10 (Clinical Outcomes in Routine Evaluation)' can sound intimidating to a layperson and do not give them much usable information. Add a toggle switch option that presents the assessment to the client with a benign or generic title, such as Mental Health Assessment or something suitable to a non-professional.
Bulk selection when adding template assessments to forms
Allow checking multiple template assessments at once when adding them to the available forms, instead of adding them one at a time. Going through the menus to add all the assessments to the forms section currently takes a lot of clicks; bulk selection/add of template assessments and forms would reduce that.
Practice forms in Practice Settings section
Make practice forms available in the Practice Settings section, where they would naturally be expected when setting up for the first time. The forms can remain in their current location as well — being in both places is acceptable. The product area concerned is UX for Practice Forms.
Better client UX when self-scheduling is disabled
Improve UX for client self-schedule when clinician has not made it available. When a clinician has not enabled client self-scheduling, clients who try to schedule see "Scheduling unavailable. To schedule a session, please reach out to your provider directly." Instead of a dead end, the screen should offer an option right there to send a message to the provider, or better, hide the schedule button entirely when the feature is turned off. The current message makes the feature seem broken, which is a poor user experience.
Client forms consent status should show sent and incomplete states
Client Forms Summary Page On the clients page, consents are listed as 'not collected' even when they have been sent and are awaiting a response. The status should say 'sent' for consents that have been sent but not yet answered. Also, when many consents have been collected but one is still outstanding, the page still says 'Not collected'; it should instead show a status like "Incomplete" to flag that state.
Default Name, Signature and Date fields to required
On intake forms, the default for Name, Signature, and Date fields should be required, since clients are usually expected to fill those out.