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 About 14 hours ago
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 About 14 hours ago
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 About 14 hours ago
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 About 14 hours ago
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 1 day ago
High Priority
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 1 day ago
High Priority
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 1 day ago
High Priority
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 1 day ago
High Priority
Feature Request
Updated Treatment Plans
A way to address objectives from all sessions to create concurrent treatment plans every 6 months.
Melissa Nussbaum 1 day ago
High Priority
Feature Request
Updated Treatment Plans
A way to address objectives from all sessions to create concurrent treatment plans every 6 months.
Melissa Nussbaum 1 day ago
High Priority
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 2 days ago
Client Payments
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 2 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 2 days ago
High Priority
Feature Request
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 2 days ago
High Priority
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 3 days ago
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 3 days ago
Feature Request
Upload documents
The ability to upload documents, with the option to either share or not share with clients. Because there are often things we share with clients and/or things that are created in session it would be helpful to be able to store these in their electronic file, rather than storing in a separate system.
Jennifer Hudak 3 days ago
High Priority
Feature Request
Upload documents
The ability to upload documents, with the option to either share or not share with clients. Because there are often things we share with clients and/or things that are created in session it would be helpful to be able to store these in their electronic file, rather than storing in a separate system.
Jennifer Hudak 3 days ago
High Priority
Feature Request
Automated Superbills
Requesting ability to send superbills to clients automatically each month. Sending each superbill to each client via email is extremely time consuming and not best practices for privacy. This is an area where Upheal is really lagging behind competitors.
Brian Jacobs LPC 6 days ago
High Priority
Feature Request
Automated Superbills
Requesting ability to send superbills to clients automatically each month. Sending each superbill to each client via email is extremely time consuming and not best practices for privacy. This is an area where Upheal is really lagging behind competitors.
Brian Jacobs LPC 6 days ago
High Priority
Feature Request
AI Notes Support for Czech and Korean languages
Given that Upheal has been incubated in Czechia ;) we would love to have Czech language support for AI Notes! Korean language would be great as well, as I have many colleagues in Korea who could use this. I understand it only supports English, Spanish, Portuguese, German, French, Italian, Mandarin, or Hindi right now.
J Sophia Nam 6 days ago
High Priority
Feature Request
AI Notes Support for Czech and Korean languages
Given that Upheal has been incubated in Czechia ;) we would love to have Czech language support for AI Notes! Korean language would be great as well, as I have many colleagues in Korea who could use this. I understand it only supports English, Spanish, Portuguese, German, French, Italian, Mandarin, or Hindi right now.
J Sophia Nam 6 days ago
High Priority
Feature Request
Feature Request: Access to Smart Sections Without Full Premium Upgrade
I’d love the ability to keep using Smart Sections (custom AI prompts in templates) without needing the full Premium plan. Smart Sections are the only Premium feature I rely on Right now, Starter doesn’t include Smart Sections, and the AI assistant confirmed that they stop functioning after downgrading. I’d really appreciate an option such as: a Smart‑Sections‑only add‑on a lower‑cost tier that includes custom prompts or any alternative that allows continued access to Smart Sections without the full Premium bundle This would make a huge difference for clinicians like me who don’t need the rest of the Premium features but depend heavily on custom prompts. Thank you for considering it! — Maxwell
Maxwell Wimmer 6 days ago
Feature Request
Feature Request: Access to Smart Sections Without Full Premium Upgrade
I’d love the ability to keep using Smart Sections (custom AI prompts in templates) without needing the full Premium plan. Smart Sections are the only Premium feature I rely on Right now, Starter doesn’t include Smart Sections, and the AI assistant confirmed that they stop functioning after downgrading. I’d really appreciate an option such as: a Smart‑Sections‑only add‑on a lower‑cost tier that includes custom prompts or any alternative that allows continued access to Smart Sections without the full Premium bundle This would make a huge difference for clinicians like me who don’t need the rest of the Premium features but depend heavily on custom prompts. Thank you for considering it! — Maxwell
Maxwell Wimmer 6 days ago
Feature Request
Edit/personalize session confirmations and reminders
with details about directions to office, instructions for arriving and parking, waiting room invitation and information, etc.
Tierney Hodge 7 days ago
practice management
Practice Management
Edit/personalize session confirmations and reminders
with details about directions to office, instructions for arriving and parking, waiting room invitation and information, etc.
Tierney Hodge 7 days ago
practice management
Practice Management
Case Snapshot Reflects only one client of couple
The case snapshot generated by the AI seems to only address one of the clients in the couple. Subsequently the Treatment Plan formulation does not take the second client into consideration either. This makes these functions almost useless for couples clients. Is this being addressed? Thank you.
Alan Chudnow 8 days ago
Feature Request
Case Snapshot Reflects only one client of couple
The case snapshot generated by the AI seems to only address one of the clients in the couple. Subsequently the Treatment Plan formulation does not take the second client into consideration either. This makes these functions almost useless for couples clients. Is this being addressed? Thank you.
Alan Chudnow 8 days ago
Feature Request
Discharge summary
I went looking for a discharge summary a few days ago. A feature that can look over notes and generate a discharge summary would be very useful.
Shelley Davis-Wise 9 days ago
Feature Request
Discharge summary
I went looking for a discharge summary a few days ago. A feature that can look over notes and generate a discharge summary would be very useful.
Shelley Davis-Wise 9 days ago
Feature Request
Real Time Supervision Log-in
I am working from home today and one of my supervisees is in the office seeing a new client. His intake paperwork was concerning. We have a supervisor there in his own session, so she is not there alone. However, I wanted to login to her session to see the sentiment of it as I am just concerned for her. This does not look like an option, however it could be helpful in situations like this if it could be. I just wanted to share my dilema, Thank you guys!
Janelle Paris 10 days ago
Feature Request
Real Time Supervision Log-in
I am working from home today and one of my supervisees is in the office seeing a new client. His intake paperwork was concerning. We have a supervisor there in his own session, so she is not there alone. However, I wanted to login to her session to see the sentiment of it as I am just concerned for her. This does not look like an option, however it could be helpful in situations like this if it could be. I just wanted to share my dilema, Thank you guys!
Janelle Paris 10 days ago
Feature Request
Support Audio-Only Phone Sessions
Ability to Upheal during audio-only phone sessions, including the ability to record and generate notes from phone calls. Many clinical sessions still occur by phone due to access, privacy, or patient preference, and lack of support creates a gap in documentation. My phone won’t support the use of Upheal and a phone call simultaneously.
Maria Hiraldo 12 days ago
Feature Request
Support Audio-Only Phone Sessions
Ability to Upheal during audio-only phone sessions, including the ability to record and generate notes from phone calls. Many clinical sessions still occur by phone due to access, privacy, or patient preference, and lack of support creates a gap in documentation. My phone won’t support the use of Upheal and a phone call simultaneously.
Maria Hiraldo 12 days ago
Feature Request