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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.
Show insurance claim submission status in Sessions tab
Sessions Tab Needs The Sessions tab works well for quickly reviewing what has been signed or not signed, but it does not show which sessions have had a claim submitted with insurance. There is currently no way to distinguish whether every required task has been completed, so the tab should indicate claim submission status alongside the signed/not signed information.
Custom date range filter on paid claims report
The paid insurance paid claims report should allow selecting a custom date range instead of being limited to the current date options.
Show insurance paid amount on paid claims report
The paid insurance paid claims report lists only the billed amount, not the amount the insurance payor actually paid. The report should show the revenue received from each claim and by which provider, since that is how providers get paid. Filtering by provider already exists and should be kept.
Stop AI summaries from minimizing domestic violence wording
Domestic Violence Descriptions The Upheal AI described a client's childhood experience of his father's violence toward his mother as: “violence between his parents.” This description makes it sound like the violence was mutual. It was not. Train the AI to avoid such commonly used but inaccurate and minimizing and problematic phrases (ie; “parental conflict,” “violence between partners,” etc.). It's not “conflict,” it's assault. It's not “between,” it's “toward.” As in, “father's violence toward mother.” The submitter specializes in working with victims of domestic violence (among other things).
Signed notes flagged as unsigned during claims submission
Claims Are Being Flagged for Unsigned Notes Even Though Notes Are Already Signed When filing an insurance claim in Upheal, an alert states there is an issue that needs to be resolved because the clinical note needs to be signed, even though the flagged notes have already been signed. This creates an unnecessary additional step and makes it appear that something is incomplete when the documentation has already been properly completed. Once a note has been signed, the claim should recognize its signed status automatically and should not require this issue to be resolved again.
Autogenerate superbills monthly on a chosen day
Auto-generate superbills on a day each month that the clinician chooses, to save time.
Auto-populate note with preselected billing code/session type
Billing code for session type automatically gets connected to the note When scheduling sessions, the billing code/session type chosen at scheduling should automatically carry over to the note itself. Currently it does not transfer, so the session type has to be added manually before signing, and it is frequently forgotten — the note then has to be unlocked after invoicing to correct it. This is especially problematic for clients who do not allow recording, where the diagnosis also has to be added. Additionally, the place to add the session type in the note does not seem to connect with the billing codes preselected for the client, so that has to be corrected again as well.
Automated sending of assessments on a fixed interval
Automatic Sending of Assessments Automate the sending of assessments to clients every X number of weeks, since assessments are typically done on a fixed interval basis to track progress and change in client mood and behavior. Also provide an easy way to track who has completed assessments and at what intervals, which is almost impossible to manage manually with over 100 clients on a caseload and is necessary for quality patient care and tracking.
Decouple invoice editing from signed clinical notes
Allow users with Billing/Admin permissions to edit or correct client invoices without unlocking, modifying, or otherwise affecting the clinician's signed clinical note. Currently, making a correction or update to a client's invoice appears to require the clinician's already-signed note to be unlocked first. Billing staff may need to make changes such as correcting invoice information, updating billing details, or resolving billing issues after a clinician has already completed and signed their documentation. Since these changes are administrative rather than clinical, invoice editing should be handled independently from the signed note. Ideally: Clinicians' signed notes would remain locked and unchanged. Admin users could make necessary invoice and billing corrections. This separation would allow administrative and billing staff to complete their responsibilities without requiring clinicians to reopen finalized clinical documentation.
Printable manual of all note template styles
Provide a downloadable/printable document that lists all of the possible note templates (all the different styles) in one place, so they can be scrolled through and seen at a glance without having to open each one separately.
Split couple profiles while keeping shared note history
Allow separating the two individual profiles of a couple into their own profiles after they decide to end the relationship, while maintaining their note history from when they were a couple. Couples often attend a number of sessions together and then separate, and the notes from the joint sessions need to remain accessible to both profiles.