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Personal Message with Session Cancellation

When cancelling a patient session, please add the option for clinicians to include a personalized message to the patient. This would allow providers to communicate a brief explanation, apology, or next steps directly within the cancellation notification, improving patient communication and experience.

Ashley Keller about 2 hours ago

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Feature Request

Need to include clinician's registration number on invoices

When I was a solo practitioner, I updated my billing information to include my name and registration number on all invoices. For a group practice, it is important that each clinician’s name and unique registration number is autopopulated on their invoices. This is essential in Ontario, Canada, where clients will be submitting their receipts for insurance reimbursement.

Maddi Levinson about 5 hours ago

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Feature Request

Title: Client Referral Program for Practice Growth

Many therapy practices rely on client referrals as a primary source of new clients. I'm migrating from Alma, which offers a built-in client referral feature that has been instrumental in growing my practice, and I'm losing this capability by switching to Upheal. Why this matters: Client referrals are often the most trusted and highest-quality source of new clients. Practices that lose this channel experience a significant drop in new client acquisition. A referral feature would reduce the need for external marketing and help practices grow organically. What I'm requesting: A client referral system that allows existing clients to refer friends, family, or colleagues to the practice. This could include: 1) A shareable referral link or code unique to each client; 2) Optional incentives (e.g., a credit toward future sessions, a discount on the next month); 3) A dashboard showing referrals generated and their status (pending signup, converted to client, etc.); 4) Tracking which client made each referral, for practice analytics (instead of manually passing along your contact info, Upheal could share a referral link that gives their friend a discount and automatically credits them (the referring client) with a session credit once their friend becomes a paying client; 5) and now that Upheal is doing billing, referrals from insurance companies looking to place clients in need (obviously depending on which companies with whom we are already credentialed). Receiving a fair number of referrals (from insurance company leads) has been a reason I’ve stayed with Alma this long. Upheal is doing so many things well, that adding this feature would be icing on the cake, and would keep users from wanting to sign up for other platforms. Thank you for your consideration!

Angela Christian about 22 hours ago

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Feature Request

Private psychotherapy note option for every session, with rich text editing options

I’d like to have the option for every session to create a private psychotherapy note that is clearly separate from the client record; I’d like it to have rich-text editing options because I want to leverage AI to extract useful clinical details (e.g., new history, potential EMDR targets that came up, etc.) — love the “Save to Private Note” button idea — and be able to differentiate using different font options (text color, highlighting, size, etc.) between the AI-generated text and my own voice.

Anneliese Sorrentino 3 days ago

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Feature Request

Backlog

Develop a practice-level setting for fully Out-of-Network practices!

1. Add a setting in Settings > Business Details (or Billing): "This practice is exclusively out-of-network with all insurers" (toggle). When enabled: Hide/remove insurance enrollment, payer management, and in-network claim filing workflows (because practices that are not in network don’t need to see any of this and if it is showing, the clients could get very confused, thinking that they should upload their insurance card and details. Suppress insurance-related UI elements from billing, superbill, and client setup flows. Display a clear label confirming out-of-network status on the practice profile. Simplify the overall billing experience for practices that will never file insurance claims. 2. Identified-Patient Designation on Couples Contracts When onboarding or viewing a couples contract, the client would see a field in the portal that reads, "Identified-Patient for Out of Network insurance filing” with options.: "Not applicable / no insurance filing""[Partner A Name]'s policy""[Partner B Name]'s policy"Clients should be able to set or update this in their portal during initial setup. 3. Superbill Auto-Population When generating a superbill for a couples session: Pre-populate the "Patient Name" / "Policyholder" field with the designated identified-patient. Show a confirmation step: "This superbill will be filed under [Partner Name]. Correct?"Allow override if needed, but the default is intelligent. Why This Matters: Eliminates UI clutter for out-of-network-only practices. Reduces manual work — providers don't have to hand-edit superbill names for every couples session. Clarifies for clients which partner should submit the claim, reducing reimbursement delays and confusion. Scales effortlessly — once set on the contract, it applies to all future superbills for that couple. Use Case: A couples therapist, out-of-network with all insurers, creates a couples contract. During portal setup, Partner A indicates they want their name used as the “Identified Patient” on the Superbills, so they can file for reimbursement using their out-of-network benefits. When the provider generates a superbill, Partner A's name automatically appears as the patient. Partner A downloads the superbill and submits it to their carrier.

Liza Shaw 4 days ago

3

Client Billing

Consistency of Verb Tense

I have noticed across all of my notes that there are discrepancies in the verb tense that is used in each section of the note. Some notes use a mixture of past and present tense, and other use one or the other. I need for my notes to be consistent. I want the Subjective section to be in past tense (ex. client reported...) and the objective section to also be in past tense (ex. client appeared...). The assessment section and the plan section should be in present tense (ex. client is demonstrating..., client will...). Can you please look into making this a consistent theme or maybe a setting I can choose when setting up templates?

Kat Howser 4 days ago

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Feature Request

Psychological assessment template

I do a lot of psychological assessments and use NovoNote for their templates. I think Upheal should create some. These are the ones NovoNote has related to assessment (I use all the neuropsych assessment related ones, comprehensive psychology report, and the ADHD/ASD ones). They have 118 templates total that include different therapy types as well. Here are their assessment templates: First Session – Intake ADHD Clinical Interview (Adult) ADHD Clinical Interview (Parent/Carer) Autism Clinical Interview (Adult) Autism Clinical Interview (Parent/Carer) DIVA-5 Assessment for ADHD MIGDAS-2 (Adults, Children/Adolescents, Limited Verbal Fluency, Parent/Carer, Teacher) ADOS-2 Modules 1–4 ADHD/Autism Diagnostic Report Developmental History Interview – Child Cognitive Assessment Child Cognitive Assessment Report Adult Cognitive Assessment Report Child Assessment Summary for Parent/Teacher Neuropsychology Pre-Assessment Interview Neuropsychological Assessment Session Neuropsychological Assessment Neuropsychology Feedback Session OT Functional Capacity Assessment Interview Cosmetic Readiness Assessment Drug and Alcohol Initial Assessment Eating Disorder Session (Adult) Psychiatric Clinical Interview and Assessment Comprehensive Psychological Evaluation Report Treatment Summary Report – Third Party Request

Kayzim Suárez-Reyes 4 days ago

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Feature Request

Practice form changes across packets?

I wonder if it is possible to make it so that any updates made to a single form (say, the intake) get universally applied to that same form if it is in packets? Currently we would have to delete the old form and they add in the new one. If it gets missed within a packet it could cause issues. Just wondering how doable this is. Thank you!

Katerina Philbrick 5 days ago

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Feature Request

Demographics

Medicare requires a unique identifier for each client note page to appear to ensure proper identification. At this moment I am working around by adding it at the end of the client’s last name. I would be more clean and helpful to have a space at the onset for this to either be created by Upheal or for the provider to create based on their own system history.

April House MS 5 days ago

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Feature Request