chatbox in waiting room
Would be nice to have a chatbox for those in the waiting room :)
Tiffany Leader about 3 hours ago
telehealth
Client Portal & Messaging
chatbox in waiting room
Would be nice to have a chatbox for those in the waiting room :)
Tiffany Leader about 3 hours ago
telehealth
Client Portal & Messaging
I used to be able to pick a template other than my default (DAP) from the app but now it does not allow me to do so. I would like DAP to be my default but I would like the option to change it to intake, couple or coaching as needed please on my app.
Last week I was able to pick a template other than my default but I cannot do it now for some reason?
Renea Springston about 4 hours ago
High Priority
Feature Request
I used to be able to pick a template other than my default (DAP) from the app but now it does not allow me to do so. I would like DAP to be my default but I would like the option to change it to intake, couple or coaching as needed please on my app.
Last week I was able to pick a template other than my default but I cannot do it now for some reason?
Renea Springston about 4 hours ago
High Priority
Feature Request
Notifications
On the menu bar on the left side, there should be an option for notifications of things that we need to take care of, similar to what they have in Simple Practice. For example: if there are notes that need to be finished or signed if there are billings that need to be finalized or settled that we have not documented yet if there are no emails or texts that need to be sent out to clients or to insurances There should be a notification bar with the number of different items that still need to be taken care of
chananya abraham about 4 hours ago
Feature Request
Notifications
On the menu bar on the left side, there should be an option for notifications of things that we need to take care of, similar to what they have in Simple Practice. For example: if there are notes that need to be finished or signed if there are billings that need to be finalized or settled that we have not documented yet if there are no emails or texts that need to be sent out to clients or to insurances There should be a notification bar with the number of different items that still need to be taken care of
chananya abraham about 4 hours ago
Feature Request
Incomplete client forms
A “Pending forms” button (perhaps in the forms or clients session) that takes you to a screen that lists all clients with outstanding forms so I can quickly chase them up from one screen, rather than having to search for outstanding forms manually.
Adrian Tannock about 6 hours ago
Feature Request
Incomplete client forms
A “Pending forms” button (perhaps in the forms or clients session) that takes you to a screen that lists all clients with outstanding forms so I can quickly chase them up from one screen, rather than having to search for outstanding forms manually.
Adrian Tannock about 6 hours ago
Feature Request
AI Private Note Generation
Add the ability to generate AI-assisted psychotherapy notes directly into the private notes section, or provide a "Save to Private Notes" button on generated summaries. This would let me: Leverage AI for drafting and clinical thinking Keep psychotherapy notes (reflections, direct quotes, mentalizing observations) completely separate from the medical record
Brenton Kirschner about 19 hours ago
Feature Request
AI Private Note Generation
Add the ability to generate AI-assisted psychotherapy notes directly into the private notes section, or provide a "Save to Private Notes" button on generated summaries. This would let me: Leverage AI for drafting and clinical thinking Keep psychotherapy notes (reflections, direct quotes, mentalizing observations) completely separate from the medical record
Brenton Kirschner about 19 hours ago
Feature Request
Intake Note to include info from forms
Hi team, it would be great if the information a client fills out in the New Client Intake Questionnaire, could automatically be added into their Intake note, or if that was a feature that we could manually choose to turn on as therapists (ie. so I’m not having to manually copy and paste their allergies, or random information like that maybe we didn’t verbally go over, but that the client already answered).
Jacob P 1 day ago
High Priority
Feature Request
Intake Note to include info from forms
Hi team, it would be great if the information a client fills out in the New Client Intake Questionnaire, could automatically be added into their Intake note, or if that was a feature that we could manually choose to turn on as therapists (ie. so I’m not having to manually copy and paste their allergies, or random information like that maybe we didn’t verbally go over, but that the client already answered).
Jacob P 1 day ago
High Priority
Feature Request
Options to add on the top of the tabs
So on the main payments page, where there is the spreadsheet showing all the invoices, the names, and the due dates, there should be an option either next to the invoice name/number or next to the due date. What is that invoice from? Let's say it's from the June 1st invoice. The option for that to be listed in that spreadsheet should be available to make it easier
chananya abraham 1 day ago
High Priority
Client Payments
Options to add on the top of the tabs
So on the main payments page, where there is the spreadsheet showing all the invoices, the names, and the due dates, there should be an option either next to the invoice name/number or next to the due date. What is that invoice from? Let's say it's from the June 1st invoice. The option for that to be listed in that spreadsheet should be available to make it easier
chananya abraham 1 day ago
High Priority
Client Payments
Drop down menu by payments
On the right side of the screen, under payments, where you can filter out different options, for some reason, there are two options for the “Paid” Category. I'm curious if this is a mistake or if there are two different types of payments that it is referring to?
chananya abraham 1 day ago
Low Priority
Notes & Documentation
Drop down menu by payments
On the right side of the screen, under payments, where you can filter out different options, for some reason, there are two options for the “Paid” Category. I'm curious if this is a mistake or if there are two different types of payments that it is referring to?
chananya abraham 1 day ago
Low Priority
Notes & Documentation
Toggle Between Notes for Same Session
For an intake session, I will generate a progress note and a biopsychosocial assessment from one session. When I use the chrome extension to copy the note into simple practice, it only allows me to see only one of the two notes. Can this be fixed so that I can select any generated note from a single session directly from the extension?
KRISTY SPORRER 2 days ago
Feature Request
Toggle Between Notes for Same Session
For an intake session, I will generate a progress note and a biopsychosocial assessment from one session. When I use the chrome extension to copy the note into simple practice, it only allows me to see only one of the two notes. Can this be fixed so that I can select any generated note from a single session directly from the extension?
KRISTY SPORRER 2 days ago
Feature Request
Telehealth video positioning
When using Upheal telehealth, it would be great to move my video from the bottom-right corner to the top-right corner. Google Meet allows users to do this.
Justin McArdle 2 days ago
High Priority
Feature Request
Telehealth video positioning
When using Upheal telehealth, it would be great to move my video from the bottom-right corner to the top-right corner. Google Meet allows users to do this.
Justin McArdle 2 days ago
High Priority
Feature Request
Completed
Auto-populate modality (session ended and editing invoice)
1. When we complete a virtual session using Upheal and AI notes are turned on, we get the "Session ended" window, and we have to select the Modality every time. I’d like this to be prepopulated based on the modality selected in our account settings. 2. Same with editing an invoice, we are required to select the modality. Ideally, the primary modality set in our account settings should automatically prepopulate this field. This would be a huge time-saver.
Justin McArdle 2 days ago
High Priority
Feature Request
Completed
Auto-populate modality (session ended and editing invoice)
1. When we complete a virtual session using Upheal and AI notes are turned on, we get the "Session ended" window, and we have to select the Modality every time. I’d like this to be prepopulated based on the modality selected in our account settings. 2. Same with editing an invoice, we are required to select the modality. Ideally, the primary modality set in our account settings should automatically prepopulate this field. This would be a huge time-saver.
Justin McArdle 2 days ago
High Priority
Feature Request
Automatic charging
For the clients who have a credit card on file, it should be automated, whether it's at the end of the session, once the note is done, or at the end of the working day. The client's card on file should be charged, and I should not have to do anything manually
chananya abraham 2 days ago
client payments
Client Payments
Automatic charging
For the clients who have a credit card on file, it should be automated, whether it's at the end of the session, once the note is done, or at the end of the working day. The client's card on file should be charged, and I should not have to do anything manually
chananya abraham 2 days ago
client payments
Client Payments
Length of Session
Right now the default is for sessions to be 50min in length when scheduling. Technically, insurance companies regulate the length of a session to be at least 53min when using the most common CPT procedural code, 90837. I am wondering if we can work to customize the length of our sessions so that it automatically defaults to that time.
Taylor Bachman 2 days ago
scheduling
Feature Request
Length of Session
Right now the default is for sessions to be 50min in length when scheduling. Technically, insurance companies regulate the length of a session to be at least 53min when using the most common CPT procedural code, 90837. I am wondering if we can work to customize the length of our sessions so that it automatically defaults to that time.
Taylor Bachman 2 days ago
scheduling
Feature Request
Edit Overview Topic Sections
Can we add the ability to edit the overview Topic sections information? I have seen incorrect information, and some information that is too detailed for client records. It is my assumption that the overview topics would be included in the client records if subpoenaed? Thank you!
Danaé Behr 3 days ago
practice management
Feature Request
Edit Overview Topic Sections
Can we add the ability to edit the overview Topic sections information? I have seen incorrect information, and some information that is too detailed for client records. It is my assumption that the overview topics would be included in the client records if subpoenaed? Thank you!
Danaé Behr 3 days ago
practice management
Feature Request
Split payments
There should be an option in the balances to pay over time or in multiple installments. Sometimes an organization pays for some of the sessions, but the client has a co-pay. I should be able to send each one of them individually their portion of the bill
chananya abraham 3 days ago
client payments
Client Payments
Split payments
There should be an option in the balances to pay over time or in multiple installments. Sometimes an organization pays for some of the sessions, but the client has a co-pay. I should be able to send each one of them individually their portion of the bill
chananya abraham 3 days ago
client payments
Client Payments
balance/invoice being attached to a "locked" note
Currently, to change anything on a balance or invoice, you need to make sure the note is unlocked; otherwise, you won't be able to make changes. I think it would be best to change that because one has nothing to do with the other. Yes, the note can/should be be locked, but it should not be attached to what I need to change in the balance
chananya abraham 3 days ago
client payments
Practice Management
balance/invoice being attached to a "locked" note
Currently, to change anything on a balance or invoice, you need to make sure the note is unlocked; otherwise, you won't be able to make changes. I think it would be best to change that because one has nothing to do with the other. Yes, the note can/should be be locked, but it should not be attached to what I need to change in the balance
chananya abraham 3 days ago
client payments
Practice Management
Signature with credentials
Is there a way to include provider's’ name with their credentials for signing progress notes. This is an important and professional designation.
Lisa Watson 3 days ago
Feature Request
Signature with credentials
Is there a way to include provider's’ name with their credentials for signing progress notes. This is an important and professional designation.
Lisa Watson 3 days ago
Feature Request
Secure Team Messaging for Group Practices
A secure, HIPAA-compliant internal messaging system within Upheal that allows: Direct messages between clinicians, supervisors, and admin staff on the same practice account Client-linked threads — the ability to message a colleague in context of a specific client chart (e.g., "Re: [Client ID]"), without exposing PHI outside the platform Supervision channels — a dedicated space for supervisors to communicate with supervisees, particularly useful for practices onboarding interns or associates under licensure supervision Read receipts and message status, so clinical communication isn't lost in inboxes Role-based access, so messaging permissions align with the team member's role (admin, associate, supervisor, owner) Mobile and desktop parity, so clinicians can communicate from wherever they're working
Amy Weald 3 days ago
practice management
Feature Request
Secure Team Messaging for Group Practices
A secure, HIPAA-compliant internal messaging system within Upheal that allows: Direct messages between clinicians, supervisors, and admin staff on the same practice account Client-linked threads — the ability to message a colleague in context of a specific client chart (e.g., "Re: [Client ID]"), without exposing PHI outside the platform Supervision channels — a dedicated space for supervisors to communicate with supervisees, particularly useful for practices onboarding interns or associates under licensure supervision Read receipts and message status, so clinical communication isn't lost in inboxes Role-based access, so messaging permissions align with the team member's role (admin, associate, supervisor, owner) Mobile and desktop parity, so clinicians can communicate from wherever they're working
Amy Weald 3 days ago
practice management
Feature Request