Recent updates

Upheal for Clinicians is now available on iOS and Android, designed to help you manage your practice wherever you are. This was one of the most requested features from clinicians, and it's now live for everyone in the App Store or Google Play.

The app includes:

• Calendar, including scheduling and rescheduling: move a session without opening your laptop

• Upheal Assistant: with native input and dictation, right from your phone

• Messaging and push notifications: see and respond to client messages as they come in

• Client list: add and edit clients on the go

• Sessions list: see all your sessions in one place

• Announcements to clients: share updates without a separate email or text

• A home screen with quick access to past and upcoming session cards

This is the same app you know as Upheal Recorder, just renamed to reflect everything it can now do. Recording a session still works exactly as it did before. For existing users, Recorder remains the default screen, so you can continue using the workflow you know while accessing these new tools.

Download on the App Store →

Get it on Google Play →

A few exciting updates that make day-to-day use a bit smoother:

• Preferred names: Clients can now go by a preferred name (like "Chuck" for Charles) across client lists, calendar, search, and session headers, while legal documents like claims and superbills keep their legal name.

• Provider select when adding a client: Org Admins can now choose which provider a new client gets assigned to right when they're added, no extra step needed.

• Notes can now be co-signed: Supervisors and co-treating providers can add their signature on top of the original one, right from a signed progress note. Co-signed sessions get a badge on the session list so supervision work is visible at a glance.

• New roles for group practices: Biller and Practice Manager roles are on the way, so you can give staff exactly the access they need. If you're a group practice owner, set up a call with us to learn more.

Have a feature request or want to see what else is coming? Check out our roadmap →

We’ve made multiple improvements and updates to Upheal Assistant which can help you get answers quickly.

• See your data as charts and tables: ask about your caseload or session trends and get a chart or sortable table back instead of a paragraph. Tables export to CSV; charts open in a larger view, and you can also download them.

• Attach files for instant answers: drop a referral letter, assessment, or scanned form (PDF, photo, or CSV, TXT, MD, JSON files) right into the chat and ask questions about it. Upheal Assistant can work with very long documents, so there's no need to retype anything.

• Switching from another platform: drop in an old treatment plan or record and ask the Assistant to pull out exactly what you need, with no retyping required.

• Full-screen mode: open Upheal Assistant in a larger, distraction-free view when you need more room to work.

• AI-generated chat titles: new conversations with Upheal Assistant are titled automatically, so your history is easier to scan back through and find a specific conversation.

• Billing setup help: if you're getting set up with insurance billing, the Assistant can now walk you through onboarding questions as they come up.

Try it in Upheal Assistant →

Have a feature request or want to see what else is coming? Check out our roadmap →

Smart Edit has grown into something much bigger (and better). Instead of a separate in-text tool, you can now make changes through a real conversation with Upheal Assistant, for both notes and treatment plans.

What's new:

• Select any text and ask for a change: highlight a sentence or section in a note or treatment plan (rich or plain text) and tell Upheal Assistant how you want it revised.

• Edit a whole treatment plan at once: ask Upheal Assistant to update multiple areas of a plan at once, and it builds a step-by-step proposal for you to review. Stepping through it highlights exactly what changed and where.

• Keep the conversation going: because edits happen through Assistant chat, you can follow up ("make it shorter," "add a goal for anxiety") instead of starting over.

• Nothing saves unread: if you ask the Assistant to change a treatment plan mid-conversation, it surfaces an "Edit the Treatment Plan" button that drops you into edit mode, so no change goes in without you seeing it first.

Try it out →

Have a feature request or want to see what else is coming? Check out our roadmap →

Before every scheduled session in Upheal’s calendar, our AI now puts together what you need to know about that client, so you don’t have to search through previous notes. Ten minutes ahead of time, a prep overview appears on your Home page, plus a more detailed rundown in Upheal Assistant where you can ask follow-up questions.

It goes beyond your last note. The prep pulls from session history, progress notes, assessment scores, treatment plans, and past transcripts, so what's waiting for you is a real picture of where things stand with that client, not just a recap of the last visit.

Personalize it to your own style

It also adapts to how you work. Some clinicians have already taught it their own style using Assistant Skills, and once you do, it remembers your preferences automatically.

We'd love to hear what you think.

Have a feature request or want to see what else is coming? Check out our roadmap →

You can now submit claims, check client eligibility, and post insurance payments right inside Upheal, no separate clearinghouse, and no monthly billing fee. It's built into the same platform where you write your notes, so a signed session becomes a claim without re-entering anything.

What you can do now

Get set up

• Set up your billing profile and enroll payers, once: add your billing details and contracted rates, then choose what runs through Upheal for each payer: claims, eligibility checks, ERAs, or all three. You bill under your own NPI, with your own contracts and rates, no toggling between a separate billing system to make it work.

• Collect insurance without the back-and-forth: clients can snap and upload their insurance cards and complete ROI/AOB forms digitally. You can bill primary and secondary insurance for the same client.

Bill and get paid

• Turn a signed note into a claim: create a claim in one click after signing a note, or batch-create claims for every unbilled session. Upheal flags issues before you submit, and if a payer or clearinghouse rejects one, you'll see what happened and why, right next to the session it belongs to.

• Check coverage before the first session: run an eligibility check for copays, deductibles, and mental health benefits, no payer portal logins needed.

• Let payments match themselves: when the ERA arrives, Upheal matches it to the right claim and recalculates what the client owes.

• See where the money stands, on every session: a billing hub shows client responsibility, expected insurance payment, and write-off in real time, so you can see expected vs. paid at a glance.

• Get help when a claim is denied: Upheal drafts an appeal for you, pulling the relevant details from the client's chart to establish medical necessity. You review, edit, and send.

Ask Upheal Assistant

• Ask it to check eligibility, create claims, explain a rejection, draft an appeal, or walk you through billing setup, all in plain language.

What it costs

There's no monthly billing fee. It's usage-based: $0.30 per claim submission and $0.15 per eligibility check. As a launch offer, every claim and eligibility check is free until October 1, while you get set up.

What's coming next

Billing today requires you to already be credentialed with your payers (or billing out of network). Credentialing as a service is on the way, along with:

• Multiple sessions on one claim for batch submissions

• Billing automations that keep claims and invoices updated from ERAs

• Smarter denial prevention, with prior authorization and policy tracking built in

• Managed Billing, a full-service option for practices that want it handled entirely

Try insurance billing →

Have feedback or a billing feature you'd like to see? Let us know or check the roadmap.

Most tools that track PHQ-9 and GAD-7 give you a number and a line on a chart. Upheal reads what actually happened in the session and explains what a score change means for that specific client. Instead of pulling up old forms and comparing scores yourself, you now get a clear picture of how a client is doing over time, all in one place on their chart.

Watch our quick demo video with Leila Anderson, LMFT-S, Upheal's senior clinical product manager:

• AI progress insights: pairs each new score with your most recent session, so you get the "why" behind a change instead of just the number

• Scoped to the measure: a GAD-7 insight only discusses anxiety, a PHQ-9 insight only discusses depression, even when a symptom like sleep or low energy shows up in both

• Quick stats: current score and severity, change since the last submission, change since the first, and an overall trend

• Score-over-time chart: every submission is plotted, with severity zones (Minimal to Severe) in the background

• Safety alerts: a score above zero on PHQ-9 item 9 triggers an immediate email and a red banner on the Insights tab

You stay in control of the read: rate any insight with a thumbs up or down, and a thumbs down lets you flag what was off.

To start, add PHQ-9 or GAD-7 to your practice forms and send them from a client's chart or from Practice Forms. Once a client submits one through the Client Portal, their Insights tab fills in on its own, interpretation included.

See how it works →

Have a feature request or want to see what else is coming? Check out our roadmap →

This is what the Summer of EHR Switching is all about. Notes, claims, eligibility, and payments now live in one place, right next to the session they came from. No portal-hopping, no separate subscription. Join the waitlist before we launch and you get 3 months of claim fees free, a free guided migration, and a spot at the front of the line.

Join the waitlist →

How it works:

• One workflow, start to finish: A finished note becomes a claim without re-entering anything. Your CPT codes, diagnosis, and session details are already there.

• Eligibility without the portal-hopping: Check a client's insurance coverage inside Upheal instead of logging into payer sites.

• Pay per claim, not per month: There's no added monthly fee. You pay $0.30 per claim submission and $0.15 per eligibility check, only when you're billing. Your payer contracts and NPI stay yours.

Pre-launch offer for waitlist members:

Join the waitlist before billing goes live and you get your first three months of claim fees free, plus a free guided migration. Migration slots are first come, first served and most practices are set up in under a day.

Join the waitlist →