MCP bridge for accessing own and client data

Develop an MCP bridge so that access to the customer's own data and their clients' data is more efficient.

Automated or scheduled tasks

It would be convenient if it was possible to Automate or schedule tasks. For example -Send a message or forms at a later time, send batch forms on scheduled dates, or Notify me when..)

📄 Downloadable Files Generated by the Assistant

We're adding the ability for the Assistant to generate files you can download and use outside Upheal. Ask for a letter, a summary, or a spreadsheet of your unpaid invoices, and get a finished file instead of text to copy and paste. Whatever the Assistant can find or write, it will be able to package into a document that's ready to print, send, or file away. You review it first, as always.

Associating Clients

I sometimes meet with a couple and then meet individually with each partner. It would be good to list them individually and then be able to link them so I have control over the notes and can have individual notes and couple notes depending upon who i’m meeting with.

Error in Analytics Help

In Analytics Help the sentence “Another insight this measure may provide is potential indication of mood state changes such as in the manic or depressive states that, for example, accompany borderline disorder.”, should correctly read, “Another insight this measure may provide is potential indication of mood state changes such as in the manic or depressive states that, for example, accompany BIPOLAR disorder.”

I know our date system makes no sense (American) but having the dates in the order you do makes cutting and pasting a pain in the neck. I would love it if it was fixed.

I'm not requesting anything, but wanted to say thanks

I want to let Upheal know how much I use the AI assistant at the bottom of the screen. I use it to help me find answers to disability questions, to help me find something I remember saying but can't find. I am astonished at how useful it is. I've been considering leaving Upheal because of issues I've been having, but that AI assistant is a huge reason I'm staying. I’m still irritated that the dates are not in the correct order for my country. But the little AI dude is great