Calendar invites needed for clients
Hi, My clients consistently lament that they only can receive emails/sms as appointment reminders and they need/want calendar invites. Please work on adding this! Thanks
Leah Contreras about 5 hours ago
Feature Request
Calendar invites needed for clients
Hi, My clients consistently lament that they only can receive emails/sms as appointment reminders and they need/want calendar invites. Please work on adding this! Thanks
Leah Contreras about 5 hours ago
Feature Request
UK date format
It would be helpful for UK therapists to be able to change the date format settings to DD/MM/YYYY to stop any confusion for both therapist and client.
Andrew Frost about 10 hours ago
scheduling
Feature Request
UK date format
It would be helpful for UK therapists to be able to change the date format settings to DD/MM/YYYY to stop any confusion for both therapist and client.
Andrew Frost about 10 hours ago
scheduling
Feature Request
Prospective, Active, Inactive Clients
It would be super helpful to be able to easily differentiate which clients in the list are prospective clients, active, or inactive. Possibly having a separate screen for potential clients so it is not intermixed with active clients.
Danaé Behr 1 day ago
High Priority
Feature Request
Prospective, Active, Inactive Clients
It would be super helpful to be able to easily differentiate which clients in the list are prospective clients, active, or inactive. Possibly having a separate screen for potential clients so it is not intermixed with active clients.
Danaé Behr 1 day ago
High Priority
Feature Request
Primary Client with ability to have family and couple sessions in the workflow.
want a “primary client with family sessions” workflow, so all services under one umbrella and billing too.
April House MS 1 day ago
High Priority
Feature Request
Primary Client with ability to have family and couple sessions in the workflow.
want a “primary client with family sessions” workflow, so all services under one umbrella and billing too.
April House MS 1 day ago
High Priority
Feature Request
AI modifications
It would be really nice if I want every note shortened with client quotes that I wouldn’t have to to that individually for each note after it is generated but, that modification could be saved and used as part of the initial note generated.
DeLisa Levine 1 day ago
Low Priority
Feature Request
AI modifications
It would be really nice if I want every note shortened with client quotes that I wouldn’t have to to that individually for each note after it is generated but, that modification could be saved and used as part of the initial note generated.
DeLisa Levine 1 day ago
Low Priority
Feature Request
Cursor location unable to click beyond the final period.
When trying to copy only one line in a note, I am unable to place my cursor beyond the end of the line. If my mouse doesn't sit in exactly the right spot, then the highlighted section gets incorrectly highlighted. Sometimes it highlights more than I want, and other times, it highlights less. I would like to be able to click in the space that is unoccupied by words at the end of a line of text, and click and drag from there, to highlight that line. Additionally, I am noticing lag in highlighting text and typing text. Not sure if this is my computer or not, but it only happens in this app, and doesn't happen in this "feature request".
Kat Howser 1 day ago
Feature Request
Cursor location unable to click beyond the final period.
When trying to copy only one line in a note, I am unable to place my cursor beyond the end of the line. If my mouse doesn't sit in exactly the right spot, then the highlighted section gets incorrectly highlighted. Sometimes it highlights more than I want, and other times, it highlights less. I would like to be able to click in the space that is unoccupied by words at the end of a line of text, and click and drag from there, to highlight that line. Additionally, I am noticing lag in highlighting text and typing text. Not sure if this is my computer or not, but it only happens in this app, and doesn't happen in this "feature request".
Kat Howser 1 day ago
Feature Request
Auto-save drafts in note input before generation
Description: When I type or dictate text in the session note input before hitting "generate note," the draft disappears if I navigate away or refresh the page. It would be helpful to auto-save that draft text so I don't lose work in progress. Use case: I often compose notes in stages, step away to check something, or accidentally refresh. Being able to return to an in-progress draft would reduce rework and frustration.
Heather Corwin 1 day ago
Feature Request
Auto-save drafts in note input before generation
Description: When I type or dictate text in the session note input before hitting "generate note," the draft disappears if I navigate away or refresh the page. It would be helpful to auto-save that draft text so I don't lose work in progress. Use case: I often compose notes in stages, step away to check something, or accidentally refresh. Being able to return to an in-progress draft would reduce rework and frustration.
Heather Corwin 1 day ago
Feature Request
Please make it so I can just have Capture as the main page or at least not be hidden by the chat button. It's more relevant to me than either home or calendar and it's annoying that it gets in the way.
Sophia Jarvis 2 days ago
Feature Request
Please make it so I can just have Capture as the main page or at least not be hidden by the chat button. It's more relevant to me than either home or calendar and it's annoying that it gets in the way.
Sophia Jarvis 2 days ago
Feature Request
Identifying info at the top of each session
I need to have back the persistent header at the top of each session with all identifying information displayed at once (rather than in a collapsible panel) - as it was before.
Massimo Balestri 2 days ago
Feature Request
Identifying info at the top of each session
I need to have back the persistent header at the top of each session with all identifying information displayed at once (rather than in a collapsible panel) - as it was before.
Massimo Balestri 2 days ago
Feature Request
Client Task Management — Track Follow-ups and Action Items
Task/To-Do List for Clients Add a dedicated task or to-do list section in each client's profile so therapists can track open items, follow-ups, and action items without having to dig through chart notes. This would include things like: Follow-up tasks from sessions Administrative items to complete Reminders for next session Client homework or assignments to check on Currently, therapists have to use chart notes to track these items, which means clicking into the client's profile every time to see what's pending. A dedicated task list would streamline workflow and reduce friction.
Lya ˚ʚ♡ɞ˚ 3 days ago
Feature Request
Client Task Management — Track Follow-ups and Action Items
Task/To-Do List for Clients Add a dedicated task or to-do list section in each client's profile so therapists can track open items, follow-ups, and action items without having to dig through chart notes. This would include things like: Follow-up tasks from sessions Administrative items to complete Reminders for next session Client homework or assignments to check on Currently, therapists have to use chart notes to track these items, which means clicking into the client's profile every time to see what's pending. A dedicated task list would streamline workflow and reduce friction.
Lya ˚ʚ♡ɞ˚ 3 days ago
Feature Request
Virtual & EHR In Browser: Private Notes
Being able to use the “private notes” template during this recording/session would be really really helpful! Instead of having to write it on separate notes, then copy and paste only after the notes have been transcribed. <3</p>
Lya ˚ʚ♡ɞ˚ 3 days ago
High Priority
Feature Request
Virtual & EHR In Browser: Private Notes
Being able to use the “private notes” template during this recording/session would be really really helpful! Instead of having to write it on separate notes, then copy and paste only after the notes have been transcribed. <3</p>
Lya ˚ʚ♡ɞ˚ 3 days ago
High Priority
Feature Request
Auto-populate session details from calendar appointments
When I click on a scheduled appointment in the calendar, I'd like the option to create a session that automatically pulls the appointment's date, time, and duration. This would let me jump straight to writing or dictating my progress note without manually adjusting session data. Currently, creating a session requires me to manually adjust/enter the time and length each time, even though that information already exists in the linked calendar appointment. A one-click flow from calendar → pre-filled session → note would save time on every session. Thank you!
Kasha Woods 3 days ago
Low Priority
Feature Request
Auto-populate session details from calendar appointments
When I click on a scheduled appointment in the calendar, I'd like the option to create a session that automatically pulls the appointment's date, time, and duration. This would let me jump straight to writing or dictating my progress note without manually adjusting session data. Currently, creating a session requires me to manually adjust/enter the time and length each time, even though that information already exists in the linked calendar appointment. A one-click flow from calendar → pre-filled session → note would save time on every session. Thank you!
Kasha Woods 3 days ago
Low Priority
Feature Request
AI note generator should adapt to therapist's style and preferences over time
I'd like the AI note generator to learn and adapt to my note-writing style and preferences over time, so it requires less manual editing before sign-off.
Kasha Woods 5 days ago
High Priority
Feature Request
AI note generator should adapt to therapist's style and preferences over time
I'd like the AI note generator to learn and adapt to my note-writing style and preferences over time, so it requires less manual editing before sign-off.
Kasha Woods 5 days ago
High Priority
Feature Request
Subscription question-
i’m about to update my credit card for my annual subscription. I was expecting a credit from a friend. and I want to apply that to my renewal subscription fee. Can you help?
Tiffany Acuff 5 days ago
Feature Request
Subscription question-
i’m about to update my credit card for my annual subscription. I was expecting a credit from a friend. and I want to apply that to my renewal subscription fee. Can you help?
Tiffany Acuff 5 days ago
Feature Request
I would like to request for Farsi language option. This will help me to stay with uplift and not consider another platform. Thank you so much for your consideration.
Anahita Shahbazi 6 days ago
High Priority
Feature Request
I would like to request for Farsi language option. This will help me to stay with uplift and not consider another platform. Thank you so much for your consideration.
Anahita Shahbazi 6 days ago
High Priority
Feature Request
Client fee
It would be very helpful to have a Fee field under client details for quick reference. I am also hoping each invoice would autofill the client’s standard fee, with an option to modify each session’s fee as needed.
Kimberly Van Lant 6 days ago
Feature Request
Client fee
It would be very helpful to have a Fee field under client details for quick reference. I am also hoping each invoice would autofill the client’s standard fee, with an option to modify each session’s fee as needed.
Kimberly Van Lant 6 days ago
Feature Request
Update Intervention Library: Add Core Modalities (e.g., Psychoeducation) and Implement a "Favorite/Hide" Customization Feature
Currently, the "Interventions" selection library contains a vast, cluttered list of highly specialized or obscure modalities (e.g., PACT, Adlerian, Sandplay), yet it is missing fundamental, daily clinical interventions that are standard across almost all outpatient psychotherapy. For example, Psychoeducation—one of the most widely used interventions in mental health—is not available as a selectable option. Furthermore, scrolling through dozens of modalities that a provider does not practice to find the few they actually use is a major administrative bottleneck. Requested Features / Solutions: Add Missing Core Modalities and Interventions: Psychoeducation (Critical Addition) Crisis Intervention / Safety Planning Somatic Tracking / Somatic Experiencing Grief Counseling / Bereavement Therapy EFT (Emotionally Focused Therapy) for Individuals Attachment-Based Interventions (distinct from general psychodynamic) Implement a "My Favorites" or "Hide Unused" Customization Feature: Allow clinicians to go into their account settings and check/uncheck modalities to customize their active list. Unchecked modalities should be hidden from the daily drop-down menu, allowing the provider to see only the 5 to 10 core therapies they actually practice (e.g., CBT, Psychodynamic, Attachment-Based, Psychoeducation). This would completely eliminate the clutter and speed up note generation.
Christine Tronge LCSW 6 days ago
Feature Request
Update Intervention Library: Add Core Modalities (e.g., Psychoeducation) and Implement a "Favorite/Hide" Customization Feature
Currently, the "Interventions" selection library contains a vast, cluttered list of highly specialized or obscure modalities (e.g., PACT, Adlerian, Sandplay), yet it is missing fundamental, daily clinical interventions that are standard across almost all outpatient psychotherapy. For example, Psychoeducation—one of the most widely used interventions in mental health—is not available as a selectable option. Furthermore, scrolling through dozens of modalities that a provider does not practice to find the few they actually use is a major administrative bottleneck. Requested Features / Solutions: Add Missing Core Modalities and Interventions: Psychoeducation (Critical Addition) Crisis Intervention / Safety Planning Somatic Tracking / Somatic Experiencing Grief Counseling / Bereavement Therapy EFT (Emotionally Focused Therapy) for Individuals Attachment-Based Interventions (distinct from general psychodynamic) Implement a "My Favorites" or "Hide Unused" Customization Feature: Allow clinicians to go into their account settings and check/uncheck modalities to customize their active list. Unchecked modalities should be hidden from the daily drop-down menu, allowing the provider to see only the 5 to 10 core therapies they actually practice (e.g., CBT, Psychodynamic, Attachment-Based, Psychoeducation). This would completely eliminate the clutter and speed up note generation.
Christine Tronge LCSW 6 days ago
Feature Request
Implement "Bulk Signing" Capabilities for Pending Notes (Global and Client-Specific)
Currently, clinicians must open, review, and sign each progress note individually. When managing a large caseload or catching up on weekend documentation, this requires an excessive number of repetitive clicks and page loads. To streamline the administrative workflow and ensure timely compliance, providers need a secure way to sign multiple finalized notes simultaneously. Requested Features / Solutions: Global "Bulk Sign" from the Home Screen: Implement a checkbox system on the main dashboard next to all unsigned notes. Allow providers to select multiple notes (or click a "Select All Unsigned" box) and hit a single "Sign Selected Notes" button. Security Safeguard: To maintain legal integrity, this action should trigger a single confirmation pop-up requiring the provider to re-enter their PIN/password or check an attestation box (e.g., "I attest that these selected notes accurately reflect the sessions billed"). Client-Specific "Bulk Sign" within Client Files: When viewing a specific client's file, add a "Sign All Pending Notes for this Client" button. This allows the clinician to quickly lock and finalize an entire episode of care or a month of consecutive sessions for that specific individual in one step.
Christine Tronge LCSW 6 days ago
Feature Request
Implement "Bulk Signing" Capabilities for Pending Notes (Global and Client-Specific)
Currently, clinicians must open, review, and sign each progress note individually. When managing a large caseload or catching up on weekend documentation, this requires an excessive number of repetitive clicks and page loads. To streamline the administrative workflow and ensure timely compliance, providers need a secure way to sign multiple finalized notes simultaneously. Requested Features / Solutions: Global "Bulk Sign" from the Home Screen: Implement a checkbox system on the main dashboard next to all unsigned notes. Allow providers to select multiple notes (or click a "Select All Unsigned" box) and hit a single "Sign Selected Notes" button. Security Safeguard: To maintain legal integrity, this action should trigger a single confirmation pop-up requiring the provider to re-enter their PIN/password or check an attestation box (e.g., "I attest that these selected notes accurately reflect the sessions billed"). Client-Specific "Bulk Sign" within Client Files: When viewing a specific client's file, add a "Sign All Pending Notes for this Client" button. This allows the clinician to quickly lock and finalize an entire episode of care or a month of consecutive sessions for that specific individual in one step.
Christine Tronge LCSW 6 days ago
Feature Request