Electronic signing and locking for chart notes

Add an option to electronically sign and lock chart notes (non-session notes). Unlike session progress notes, chart notes don't appear to have an option to be electronically signed and locked, which is different from most EHR platforms. Chart notes are used for important clinical documentation outside of sessions, including case closures, outreach attempts, and continuity-of-care documentation, and leaving them unsigned and editable is a concern, particularly for case closures, since records should be properly finalized and meet clinical, legal, and audit requirements if ever reviewed. Upheal's suggested workaround was to "download the note as a PDF and save it in your records", but the point of using Upheal as the EHR is for it to save notes and records. Requested as an optional feature for chart notes to ensure notes are in their completed form and secure.

Report of unsigned notes

Reports of unsigned notes Provide a report that can be run listing unsigned notes.

Dictation not working when dictating a note

The dictation feature does not work when trying to dictate a note directly. It has been tried across multiple days and devices with the same result.

Free-text notes on appointments for no-shows and sick clients

Allow typing a short free-text note on an appointment, for example to mark a no-show or a client who was sick and did not come. Currently there is no place to just type in notes.

Read notes out loud

Allow the note to be read out loud. The chrome extension to read it isn't good at finding the correct part of the website to read.

Default note template per service type and session type

Set Default Note Template by specific service types and the session type. For Example: Intake & Individual vs Intake & Couples then Therapy Session & Individual vs Therapy Session & Couples Allow setting a default note template based on the specific service type and the session type, so different combinations can have different defaults. For example: Intake & Individual vs Intake & Couples, then Therapy Session & Individual vs Therapy Session & Couples.

Autosave notes as they're being typed in AI draft

Autosave notes every few words while they are being typed in the AI draft feature, instead of saving only at some later point.

ABA Template for Notes

Please make an ABA note template for BCBAs with more ABA friendly Subsections and information in the template. I even used the custom AI note and it still included therapist language and information in it that is not allowed in ABA notes.

📝 Control How People Are Named in Your Notes

We're giving you control over how people are referred to in your notes. Beyond first names and initials, you'll be able to use family roles like mother, father, or guardian, and set how you're referred to as the clinician. Right now the wording is fixed. If you write "clt" rather than "client," or "Coach" rather than "Therapist," or you think about a family by role, you're editing every note to match your own style. Setting it once means notes come out sounding like you wrote them. Settings stay separate for individual, couples, and family notes, so a change for family sessions doesn't rewrite how your individual notes read.

Supervision Note Template

It would be great to have a note template specific to doing therapeutic supervision of associate therapists!

Please program to eliminate this type of redundancy in risk assessment. It occurs semi regularly: Risk Assessment No Identified Suicide Risk: Suicide Risk: No indication of risk was reported or observed during this session.Label: No Identified No Identified Self-harm Risk: Self-harm Risk: No indication of risk was reported or observed during this session.Label: No Identified No Identified Homicidality Risk: Homicidality Risk: No indication of risk was reported or observed during this session.Label: No Identified No Identified Substance Use Risk: Substance Use Risk: No indication of risk was reported or observed during this session.Label: No Identified Risk Management: Risk Management: No formal safety plan discussed.

Time

Please allow each practice to change the time in the notes templates to remove the seconds.

✂️ Split One Recording Into Separate Sessions

We're exploring the ability to split a single recording or session into separate sessions, each with its own transcript, note, and client. It happens more often than any of us would like: you forget to stop the recording between back-to-back clients, a couples session shifts into individual time with one partner, or a crisis walks in mid-hour and suddenly one recording holds two distinct clinical encounters. Today that means a messy transcript and a note that can't be filed cleanly. With splitting, you'd mark where one session ends and the next begins, assign each part to the right client, and get a proper note for each. The same foundation would cover the reverse problem too: generating two different notes from one session when the encounter genuinely covers two billable services or two family members' charts.

🧠 More Modalities, Including Your Own

We're exploring two answers to the steady stream of modality requests: keep expanding the built-in list, and let you teach Upheal your specific approach. The built-in list keeps growing, and merging your requests here helps us see which modalities to prioritize next. But we also know the honest truth: the list of therapeutic approaches is effectively endless, and the way you practice AEDP or ISTDP or animal-assisted therapy is not quite the way anyone else does. So the more interesting direction is letting you describe your approach, your framework, your language, even the literature you work from, and having your notes and treatment plans reflect it. Comment with the modality you need and, just as useful, how you document it: what a good note in your approach looks like, what terms it uses, what it tracks across sessions. That's exactly the input that shapes how we build this.

📋 Your Notes Will Use the Diagnosis You Assigned

We're changing how diagnoses appear in your notes: when you've saved a diagnosis for a client, your documentation will use it, instead of inferring a diagnosis from that session's conversation alone. You told us why this matters, clearly and repeatedly. Many diagnoses rest on history that doesn't come up in every session: a past manic episode, when a trauma occurred, a pattern you established months ago. A note that reasons only from today's transcript can't know that, and you shouldn't have to correct your own documentation to reflect a diagnosis you already made. Your clinical judgment leads; the note follows it. If you haven't saved a diagnosis yet, nothing changes: Upheal will still suggest clinically relevant possibilities based on the session, and we're keeping that as a way to surface diagnoses worth considering, never as a replacement for your call.

📝 Treatment Plan Renewal Reminders

We're adding reminders for treatment plans that are due for renewal. Set how often plans should be reviewed for your practice, whether that's every 90 days or whatever your payer requires, and Upheal will flag the clients whose plans are coming due instead of you tracking dates in a spreadsheet. When a plan needs updating, you won't start from a blank page. Combined with treatment plan versioning, the update builds on the existing plan and everything documented since, so staying compliant becomes a review instead of a chore.

Quicker way to document progress notes

It would be great if we had a “form-based/checkbox” type of structure for documentation. A good example of this would be Headway’s template. I just feel it’s more efficient.

Automatic deletion of notes

As a new therapist coming in, I am concerned that all of my past notes are not being imported into Upheal. Having seen clients for 5 years, I’m only seeing notes from 1.5 years ago being uploaded, and not all of them. I ask the AI, and it tells me that maybe I have a setting for auto deletion. First, there are problems with auto deletion of notes, and definitely a problem if I am not aware of it in the first place, especially during the exporting period. If I am subpoeaned and I was assuming that the notes were there without having checked for them, then I would be in big trouble. The AI tells me that I should keep the notes for my own record. That is problematic as well because lawyers can argue that the clinical record of progress notes being in the same area and format are indistinguishable from process notes and therefore accessible during Discovery. On top of that, now I am realizing that I have to check every client record to make sure that the clinical record is complete and that is over 80 hours of work! Maybe even more! I argue that this is very problematic, and is enough to make me rethink using Upheal.

Copy Individual Note Templates to create Couples Templates

My couples notes are not vastly different than my individual notes. I don’t see a way to copy my custom-created individual note templates to create couples note templates that are similar.

PDF Note Size max 50 MB

Is there any way to reduce the size of the PDF downloads for notes? I tried downloading a client summary into a PDF to share with a client I have at a different practice (SimplePractice Platform) and couldn’t upload the PDF due to size not being below 50 MB. Thanks!