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 6 hours ago
High Priority
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 6 hours ago
High Priority
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 6 hours ago
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 6 hours ago
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 7 hours ago
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 7 hours ago
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 20 hours ago
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 20 hours ago
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Upheal Consent Form
Could you include in available forms a document that explains what Upheal is, how providers are using it, and the privacy/confidentiality elements that are in place? The idea being to have an informed consent document that the client can evaluate and sign.
Jules Heath 3 days ago
Upheal Consent Form
Could you include in available forms a document that explains what Upheal is, how providers are using it, and the privacy/confidentiality elements that are in place? The idea being to have an informed consent document that the client can evaluate and sign.
Jules Heath 3 days ago
Calendar specifics
Thank you for adding the “Other” category. It would also be helpful to be able to make custom repeats. I need to schedule events that occur on specific dates (the 1st, the 10th, etc), not days or by weekly increments. Also, it would be amazing to be able to have colors for specific types of events, so that I we can tell what is going on at a glance. Thanks!
Katerina Philbrick 4 days ago
High Priority
Calendar specifics
Thank you for adding the “Other” category. It would also be helpful to be able to make custom repeats. I need to schedule events that occur on specific dates (the 1st, the 10th, etc), not days or by weekly increments. Also, it would be amazing to be able to have colors for specific types of events, so that I we can tell what is going on at a glance. Thanks!
Katerina Philbrick 4 days ago
High Priority
Creating Super Bills
There should be an option to automatically create super bills on your end at the end of the month for each individual client. Additionally, super bills should be able to be created even if there is an invoice that is unpaid. Right now, your system is not allowing super bills to be created if there is a balance owed
chananya abraham 4 days ago
client payments
Creating Super Bills
There should be an option to automatically create super bills on your end at the end of the month for each individual client. Additionally, super bills should be able to be created even if there is an invoice that is unpaid. Right now, your system is not allowing super bills to be created if there is a balance owed
chananya abraham 4 days ago
client payments
