Tell us how we could make Upheal more useful to you.
Have something to say?
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.
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.
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.
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.
Responsible-for-billing party field on client profiles
Invoice edits for responsible party Add a "responsible for billing" party field within each client's profile so that invoices can be sent to a third party while the treated client record stays accurate. This is needed for cases like worker’s comp evaluations and independent educational evaluations, where the client is not responsible for billing. SimplePractice supports setting a "responsible for billing" party within each client's profile for this purpose.
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.
Batch email clients with announcements
Add the ability to batch email clients with announcements such as vacation or office closed days, any updates to paperwork, etc…
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.
Auto-generate invoice once claim payment and copay are confirmed
Automatically create an invoice once the claim is paid and the copay amount is known, instead of requiring manual invoice creation at that point.
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.
Block off time in app without booking a client
Add the option to block off a day (or time) directly in the app. When blocking off time for something that is not an appointment, allow attaching a note or reminder to it. Currently time has to be booked under a client in order to mark it off.
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.
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.
Automatic scoring of administered assessments in patient notes
Automatic Scoring of Measures Add the ability to use dot phrases (like in Epic) to auto-populate scores from administered assessments into a patient note. Also add the ability to include administered assessments as an encounter and have these automatically scored as part of the progress note and/or patient chart. Add this to UpHeal functionality.
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.