The feature of reassigning speakers in the session is helpful since at times it might get the speaker wrong. However, what would be great is if the whole transcript could be regenerated if someone is added to the session, after the original generation of the transcript. I ran into a moment where I was trigger happy and ended the session and uploaded it before I remembered to add an additional participant. I saw I could then add them later, by going to the transcript, hitting reassign speakers, then manage participants and add the participant from there. However, it would be frustrating to have to then go through the whole transcript and change the whole transcript to the correct speakers. It would be so much easier that after I add the new participant, it could regenerate the whole transcript, adding in the new participant from there. Then, I’m only looking for the smaller fixes than trying to remember who spoke every single sentence. I’m assuming this would be difficult to do if the original audio recording was deleted. If that’s the case, maybe an extra option to hold onto the audio recording for a certain period of time, like 24 hours (or even an hour) before it’s deleted. Just to help with trigger happy people, like me. I get this is working against the process of how the technology works, but any possibility would be great for these particular moments.

Cody Evans about 18 hours ago

💡

Feature Request

A place to collect information for clients wanting therapy when you have no current openings.

Jennifer Fleming about 22 hours ago

practice management

💡

Feature Request

Please separate administrative billing from payment processing for international practices! As one of your early European customers, I am continuing to advocate for a feature that I believe would significantly improve Upheal’s international adoption. I completely understand that enabling integrated payment processing outside the US is a substantial project involving different payment providers, tax regulations, and compliance requirements. However, administrative billing tools shouldn’t have to wait for payment integration. Right now, the entire Payments section is disabled for non-US practices. This means we cannot even use features such as: Invoice generation Session-based billing Superbill generation (many international clinicians, including those of us working with privately insured clients, still need these) Basic payment records, even when payments are collected externally Many of us are perfectly happy continuing to collect payments via bank transfer, Stripe, Revolut, Wise, or local payment systems. We simply need Upheal to generate professional invoices and keep billing records connected to our clinical documentation. This would make Upheal a much more complete practice management platform for clinicians outside North America while the more complex payment integrations are being developed. I suspect this would unlock value not only for clinicians across Europe, but also Australia, New Zealand, Asia, Latin America, and many other regions.

J Sophia Nam 2 days ago

High Priority

+2

Client Payments

Being able to see basic age and/or patient demographics when you click on the appointment from the calendar would be extremely beneficial for us. As a neuropsychology practice, we see a wide age range of people and being able to quickly see the ages and DOB for each patient would be a really big quality of life addition.

Catherine Bocco 2 days ago

High Priority

+1

💡

Feature Request

I do not like the new way of editing session notes. Only the diagnostic codes are displayed now. I want to be able to paste the names of the diagnoses and codes (e.g., "Major Depressive Disorder") and have it show up in the note as both the name and its code, rather than just the code alone.

Dr Jessica Tommasi LMHC CTP 3 days ago

High Priority

💡

Feature Request

Hello! Thanks again to the Upheal team for all your fabulous work! Just wanted to ask about the payment details request link. The link tends to be about 9 lines long, when one line would be ideal. Thanks!

Lark Lovejoy 4 days ago

💡

Feature Request

It would be great to be able to create a GFE with in Upheal based upon estimated frequency and session type for every new client.

Michael Osborne 4 days ago

High Priority

+1

💡

Feature Request

I use psychotherapy notes as a quick “cheat sheet” for my next session with that client. I need them to be easily editable from the note screen but separate from the signed note, and very easy/quick to access before the next session. I often have one minute or less to prep for my next session.

Lydia Fransen 4 days ago

💡

Feature Request

It’d be usefull if we could make groups or add a tag to certains sessions, it would be so much easier to look up notes

Eliecer Maluenda 6 days ago

💡

Feature Request

I recently had to go out of the video room in the middle of a session with a client due to technical issues. The system made 2 separate notes for this one session. One for the first part, and another one for the second. This was quite confusing and a pain. Can there be a way for this not to happen again?

Holly Markley 8 days ago

💡

Feature Request

Within the Assistant feature, Upheal to be able to pick up on inconsistencies in the client’s statements over time (example: saying they do or don’t do X, but contradicting themselves; or reporting things and later saying “I didn’t say that”). Would help to track these types of patterns or for therapist to double check if their own observations

Tara Krueger 9 days ago

💡

Feature Request

With minor clients, it should allow you to be able to have the ability to add emergency contact information, and list contact information such as email or cell phone number as one of hte parents. There should be more features geared towards adolescents and children.

Nate Heaps 9 days ago

Notes & Documentation