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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.
Required fields and form submission validation in Forms
Add an option in the Forms tab that allows designating certain fields as required before a patient can submit a form. Currently, patients can submit forms with important information missing, yet the system still marks those forms as completed — for example, credit card authorization forms where patients enter their card information but leave the expiration date blank, so the form appears completed even though essential information is missing. This creates unnecessary back-and-forth communication, additional administrative work, and potential liability concerns, particularly for documents such as informed consent forms, where a form may appear signed and completed despite missing required information. Suggested behaviour: a "Required Field" option when creating or editing forms; if a required field is left blank, the patient receives a notification identifying the missing information and is unable to submit the form until it is completed. Ideally, the system would also distinguish between forms that are fully completed and those that have been submitted with missing information. This would help ensure that important documentation is complete, reduce unnecessary follow-up communication, and improve both the patient and provider experience.
Standalone case conceptualization separate from treatment plan
Provide the ability to create a case conceptualization outside of the full treatment plan formulation that can pull from all sessions and take into account additionally added information: a box where information can be typed and all or any notable sessions selected to also summarize. DETAIL: the case formulation should be generatable on its own, outside of the treatment plan, and updated on an as-needed basis with the ability to overwrite or keep prior formulations. It should pull from the full archive of session notes and/or transcripts or typed/dictated information and allow adding additional information. This would allow a case conceptualization to be completed for clients that have a history of sessions prior to utilization of upheal, and be a way for clinicians to utilize upheal as part of the personal process, rather than only the formal documentation. This could also be a beneficial tab for the clinician and assistant to: a) collaboratively identify additional areas warranting assessment, for instance b) provide recommended modalities or interventions beyond formal documented treatment planning (more session-to-session or just overall long-term strategizing before doing the official collaborative treatment plan), or c) support the drafting of case presentation and clinical questions so that the clinician can quickly have a summary to present for case consults or supervision. The assistant may also be able to identify things going well and areas of improvement for the clinician, in which case this tab could be beneficial for this. It should be a "private/personal/process notes" thing, rather than a part of the formal record, which some EHRs have done. Likely usage: most during initial sessions when assessment is the primary focus alongside rapport building, updated leading up to any formal collaborative treatment planning appointment that requires the official treatment plan document, and to prepare for case consults/supervision as needed — possibly usage 3x in the first month with subsequent 1x usage every 3-6 months for treatment planning and intermittent usage for case consultation/supervision. Overall, the core need is to update this without updating the txplan, with the additional functionality described above as a bonus.
Center session time at top of screen
Move the session time display to the center top of the screen, right under the camera, so that a clinician checking the time does not have to divert their eyes from the client. The customer notes that other platforms do this.
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.
Scoring and score ranges for common assessments like PCL-5
Add scoring and score ranges for common assessments (e.g., PCL-5) under insights, including ranges for subscales or overall scale. Most competitors in the EHR space offer scoring of common assessments even at the lowest tier offerings, so the lack of even basic scoring is a major gap in utility and a concern.
Add link request option to expired client portal page
Client's expired portal link When a client receives an expired Client Portal link, the error screen doesn't guide them to request a new one, so the client has to email the therapist and the therapist has to go in and re-send the link manually. The expired page should include a button or link to request a new login link, or direct the client to https://app.upheal.io/client-portal/login so they can easily get a fresh link.
Treatment summary generated from client session notes
Ability to write a treatment summary that draws on all of the client's session notes.
Update existing treatment plan without deleting it
Allow updating an existing treatment plan instead of having to delete the current plan to generate a new one. Use the existing plan and add additional sessions or modify the existing sessions rather than deleting the entire plan for a new one.
Ivypay integration for credit card payments
3rd party credit card options Allow integrating Ivypay as a third-party option for credit card payments, instead of being limited to Stripe, which is comparatively much more expensive.
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.
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.
Allow correcting a submitted claim before insurance accepts it
Correct an insurance claim shortly after you submit Allow reopening and editing a claim shortly after submission, for example to add a forgotten billing code to a session. Currently a claim cannot be corrected once submitted. A previous system placed submitted claims in an "awaiting batch" state while they waited to be picked up/accepted by insurance, and during that window the claim could be reopened to add any missing code or make other adjustments.
Report of unsigned notes
Reports of unsigned notes Provide a report that can be run listing unsigned notes.