Upload options
I would like for their to be an upload option when they are onboarded so they can upload copies of their card, custody paperwork.
Cassie Karriker about 3 hours ago
High Priority
Upload options
I would like for their to be an upload option when they are onboarded so they can upload copies of their card, custody paperwork.
Cassie Karriker about 3 hours ago
High Priority
Multiple Email Accounts
We need to be able to sent paperwork to multiple email accounts for an individual. For instance, we need to send consent paperwork to two parents but there is not an option for that.
Cassie Karriker about 3 hours ago
High Priority
Multiple Email Accounts
We need to be able to sent paperwork to multiple email accounts for an individual. For instance, we need to send consent paperwork to two parents but there is not an option for that.
Cassie Karriker about 3 hours ago
High Priority
When filling out initial paperwork, please require clients to have a credit card on file in order to collect payments the day of the service.
Lisa Russell about 16 hours ago
client payments
When filling out initial paperwork, please require clients to have a credit card on file in order to collect payments the day of the service.
Lisa Russell about 16 hours ago
client payments
Analytics generation for brazilian portuguese language
Analytics generation currently works only for English-language sessions. For therapists working in other languages (Portuguese, Spanish, French, etc.), analytics is unavailable. Please extend analytics generation to support multilingual sessions so all users can access progress insights regardless of their session language.
Chantal Cidonio about 16 hours ago
Analytics generation for brazilian portuguese language
Analytics generation currently works only for English-language sessions. For therapists working in other languages (Portuguese, Spanish, French, etc.), analytics is unavailable. Please extend analytics generation to support multilingual sessions so all users can access progress insights regardless of their session language.
Chantal Cidonio about 16 hours ago
It would be VERY helpful, when creating a recurring event, to have an option to end the event at a certain date or after a certain number of occurences. Right now, I am not even using the "recurring event" feature because there is no way to create an end to it! Thank you for considering this request.
Eleanor Craig about 20 hours ago
It would be VERY helpful, when creating a recurring event, to have an option to end the event at a certain date or after a certain number of occurences. Right now, I am not even using the "recurring event" feature because there is no way to create an end to it! Thank you for considering this request.
Eleanor Craig about 20 hours ago
Calendar sync: When session canceled in Upheal, remove it in Google Calendar
When I cancel a session in Upheal, I want it to remove it from Google Calendar. Right now, when I cancel a session in Upheal, the session stays in Google Calendar, and I have to delete it manually there. Other apps offer this feature… If I cancel or change an appointment, it automatically removes the original time from my calendar. So I know the coding to do this exists.
Justin McArdle about 23 hours ago
High Priority
Calendar sync: When session canceled in Upheal, remove it in Google Calendar
When I cancel a session in Upheal, I want it to remove it from Google Calendar. Right now, when I cancel a session in Upheal, the session stays in Google Calendar, and I have to delete it manually there. Other apps offer this feature… If I cancel or change an appointment, it automatically removes the original time from my calendar. So I know the coding to do this exists.
Justin McArdle about 23 hours ago
High Priority
Italian User
Bellissima la funzione di test, peccato che i miei pazienti non sappiano bene l'inglese. Anche l'interfaccia in inglese per me non è un problema, ma per i pazienti anziani o non scolarizzati può essere un grosso limite.... grazie
Elisa Cerantola 1 day ago
Italian User
Bellissima la funzione di test, peccato che i miei pazienti non sappiano bene l'inglese. Anche l'interfaccia in inglese per me non è un problema, ma per i pazienti anziani o non scolarizzati può essere un grosso limite.... grazie
Elisa Cerantola 1 day ago
Completed
character limit for smart note edit descriptions in templates
Can we get more characters for smart edit instructions in the note templates? The current limit of 1000 characters strips the notes of the complexity required for good quality notes. As of right now, most of the notes are 60% there. If we were allowed 3000-4000, then the quality would be much much higher.
Marika Dvorak 1 day ago
practice management
Completed
character limit for smart note edit descriptions in templates
Can we get more characters for smart edit instructions in the note templates? The current limit of 1000 characters strips the notes of the complexity required for good quality notes. As of right now, most of the notes are 60% there. If we were allowed 3000-4000, then the quality would be much much higher.
Marika Dvorak 1 day ago
practice management
Multilingual assessment tools
Hello. In my practice I’d like to use the assessment tools in other languages - other than English. I’m from Europe and not all clients are comfortable enough to understand and answer correctly in English. I don’t have time for translate and sent the test to each patient and after that insert manually every answer for everybody (not to mention the risk of multiple errors). Those assessment tools are very helpful, please consider implementing this feature. Thanks
Elisa Cerantola 1 day ago
practice management
Multilingual assessment tools
Hello. In my practice I’d like to use the assessment tools in other languages - other than English. I’m from Europe and not all clients are comfortable enough to understand and answer correctly in English. I don’t have time for translate and sent the test to each patient and after that insert manually every answer for everybody (not to mention the risk of multiple errors). Those assessment tools are very helpful, please consider implementing this feature. Thanks
Elisa Cerantola 1 day ago
practice management
Viewing Sessions
I need to see sessions appear in the Sessions list based on calendar entries alone, regardless of whether a note or recording has been uploaded. Right now, session visibility seems tied to upload completion, which makes it easy to miss sessions for billing and documentation. A clearer, calendar-driven session list would make tracking much more reliable and reduce admin friction.
Marika Dvorak 1 day ago
practice management
Viewing Sessions
I need to see sessions appear in the Sessions list based on calendar entries alone, regardless of whether a note or recording has been uploaded. Right now, session visibility seems tied to upload completion, which makes it easy to miss sessions for billing and documentation. A clearer, calendar-driven session list would make tracking much more reliable and reduce admin friction.
Marika Dvorak 1 day ago
practice management
schedule send
it would be great to be able to schedule send emails (scheduling, payment info) so if we work late, we can schedule the emails to be sent to clients or patients at a different time.
Sarah K Pinson PhD 2 days ago
schedule send
it would be great to be able to schedule send emails (scheduling, payment info) so if we work late, we can schedule the emails to be sent to clients or patients at a different time.
Sarah K Pinson PhD 2 days ago
Smart Edit in the Assistant Window
I think you guys did a beta run for the smart edit feature when editing session notes where it opened the assistant tab and ran the edits from there. I really liked that for the few days that it was up. My note was way more accurate and I did not have to make as many changes to it when the smart edit ran through the assistant window versus the way it is now. Can we please go back to the way it was in the beta??? Thanks in advance 😁
Whitney Clark 4 days ago
High Priority
Smart Edit in the Assistant Window
I think you guys did a beta run for the smart edit feature when editing session notes where it opened the assistant tab and ran the edits from there. I really liked that for the few days that it was up. My note was way more accurate and I did not have to make as many changes to it when the smart edit ran through the assistant window versus the way it is now. Can we please go back to the way it was in the beta??? Thanks in advance 😁
Whitney Clark 4 days ago
High Priority
Anonymous Transcript Export
I'd love to see an option to export session transcripts with all personally identifying information (especially client names) automatically redacted or replaced with anonymous placeholders (e.g., "Client" or "[Name]"). This would make it much easier to securely use transcripts for supervision, training, research, while better protecting client confidentiality. Be able to dowload PDF file without the client’s name would be great.
Pavle Marinkovic 5 days ago
practice management
Anonymous Transcript Export
I'd love to see an option to export session transcripts with all personally identifying information (especially client names) automatically redacted or replaced with anonymous placeholders (e.g., "Client" or "[Name]"). This would make it much easier to securely use transcripts for supervision, training, research, while better protecting client confidentiality. Be able to dowload PDF file without the client’s name would be great.
Pavle Marinkovic 5 days ago
practice management
copy note forward
hello, I typically complete all of my notes wiht the following types of statements. "Plan: CBT and ACT Treatment for Panic Disorder, Agoraphobia, Social Anxiety Disorder, and Obsessive-Compulsive Personality Disorder, with next session focusing on interoceptive exposures while driving." I cannot figure out a way to "copy forward" the first part of the paragraph (up until the words "....Personality Disorder") when doing a custom note template. I don't want to have a custom note template because it is particular to each patient. For example and I don't want it tied to the official diagnoses or therapy modalities in the file because the list of modalities that I list here are ALL of the modalities that I do in the treatment and in this final section, these are just the modalities and interventions that I am currently doing. Is this possible, either using the smart edit feature or with specific language in the custom note?
David Singer 5 days ago
copy note forward
hello, I typically complete all of my notes wiht the following types of statements. "Plan: CBT and ACT Treatment for Panic Disorder, Agoraphobia, Social Anxiety Disorder, and Obsessive-Compulsive Personality Disorder, with next session focusing on interoceptive exposures while driving." I cannot figure out a way to "copy forward" the first part of the paragraph (up until the words "....Personality Disorder") when doing a custom note template. I don't want to have a custom note template because it is particular to each patient. For example and I don't want it tied to the official diagnoses or therapy modalities in the file because the list of modalities that I list here are ALL of the modalities that I do in the treatment and in this final section, these are just the modalities and interventions that I am currently doing. Is this possible, either using the smart edit feature or with specific language in the custom note?
David Singer 5 days ago