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Emergency contact name and number field on client address page
Add an emergency contact name and number field to the client's main address and phone number page. The customer works with elderly clients and needs easy access to an emergency number when a client cannot be reached for a session. A form can hold that information, but in a crisis digging through forms is not efficient, nor is keeping a tablet with that info nearby when everything else needed is online.
Save AI chat history longer than 7 days
Allow AI chat history to be saved for longer than 7 days so that certain chats can be kept and referred back to later, for example to revisit advice that was given.
Fill out ROI for clients and send for signature
Allow staff to fill out the ROI on behalf of clients and send it to them to be signed. Currently it has been difficult to send instructions to clients and they still fill it out wrong, so being able to complete it for them and request their signature would help.
Choose session type, location and telehealth in the app
When using the app, allow choosing what type of session it is (location, telehealth) and make sure the diagnoses is correct. Not having these options makes more work for us.
Per-client permanent opt-out toggle for AI Scribe
Add an option to opt specific clients out of the AI Scribe permanently, implemented as a toggle. Some clients do not consent to the AI Scribe, so a per-client setting is needed rather than a global one.
Auto score and interpretation of assessment results in EHR
Yes Automatically score assessments and provide possible interpretation of the results within the EHR.
Allow the same email address for multiple clients
Allow using the same email address for multiple clients, e.g. two minors of the same parent, or a parent and their child seen separately. Currently the same email address cannot be reused for more than one client, which blocks sending paperwork to a shared family email address.
List of all notes awaiting cosignature
I would like to be able to see all the notes I need to cosign Provide a list of all the notes that need to be cosigned, so they can be reviewed as part of the daily routine.
Treatment summary generated from client session notes
Ability to write a treatment summary that draws on all of the client's session notes.
Track reimbursements from Alma and Headway per client
tracking reimbursement from Alma, Headway Add a way to identify which client belongs to which platform (Alma, Headway, etc.) and to add reimbursements for sessions for each client that comes from those platforms, so that practice reports and outlooks are comprehensive and show what income is coming from those platforms.
Office-level toggle to block appointments on closed days
Mark Office Closed on Certain Days Add an office-level toggle that blocks all appointments on days the office is closed, instead of requiring each individual provider to block those days separately.
Improve diagnostic consideration notes accuracy
The diagnostic consideration section produces the same few sentences in every note and only focuses on adjusment disroder. Make this section better and more accurate so the generated diagnostic considerations vary and cover the actual presentation.
Show session details on monthly calendar view
Monthly Calendar Settings Display the same session information on the monthly calendar view that is available on the weekly view. Scheduling recurring sessions on the monthly view is not possible because appointment times are not visible. Ideally the monthly view would show the time, whether sessions are in person or virtual, and the whole day of appointments. The customer states this issue is severe enough that they are unsure about staying with upheal.
Client list export to CSV on Clients page
Feature Request: Client List Export (CSV) Add a direct export option to the Clients page that exports the client list (including names, email addresses, and contact details) to a CSV or spreadsheet format. Currently, having to view individual profiles or rely solely on in-app announcements limits the ability to manage client data and handle external marketing and communications, which matters for a solo-clinician who is also the marketing team.
Good Faith Estimate form template for clients
Provide a template for a Good Faith Estimate (GFE) that can be easily populated and sent to clients. This is required in the state of Texas for all non-insurance clients.
Supervisor-created treatment summaries for associate clinician sessions
Allow a licensed supervisor to create a Treatment Summary & Plan for sessions held by their associate clinicians. Currently a treatment summary cannot be created when the associates are the ones holding the sessions, so the supervisor cannot send one to an agency. The supervisor should be able to access all of their associate's functions, since they oversee the work and can override any of the associate's forms if necessary.
Fix calendar sync of changes with outside schedules
PLEASE allow a change to calendar ASAP Changes made on UPHEAL need to delete and reschedule appointments so they are reflected on the connected outside schedules. Currently, changed info is saved as "reschedule" on the outside schedules, which UPHEAL receives as a BLOCK, so the schedules do not sync correctly. This causes a loss of revenue when clients as well as the customer cannot see that times are really available, appointment times are lost, and holes appear in the schedule.
Immediate notification when a session recording fails to process
Session Processing Notify the customer right away when a session recording fails to process, instead of leaving the failure unnoticed.
Attach handout files to session summaries
Add attachments to Session summaries Allow attaching handouts and files directly to session summaries instead of only being able to supply clients with links to resources. Resources developed for client usage could then be attached to the summary rather than sent separately through the chat portal.
Clinician confirmation step for client-scheduled sessions
Add a feature where a session scheduled by a client is treated as a request that the clinician must first confirm or deny before it is booked.