April 10th, 2026
One of the most-requested note settings is here!
If you work with couples, you can now set client identifiers separately from your individual sessions, so your couples notes refer to clients by first name. No more Client A and Client B.
A few things to know about the change:
Your individual session settings stay the same. Whatever you've set up for individual clients won't change.
Couples sessions will get a new default. Going forward, couples notes will use first name rather than your previous identifier setting.
March 31st, 2026
The Client Portal is a secure space where your clients can access everything related to their care, without needing to email you or track down paperwork.
What clients can do in the portal
Book new sessions: if you have self-scheduling enabled for a service, clients can book that session themselves at a time that works for them
Reschedule appointments: clients can reschedule or cancel sessions (if enabled), see what’s scheduled, and join sessions directly from the Portal
Complete forms: any forms you send are accessible directly in the portal, so clients can fill them out in one place rather than searching through their inbox
View past sessions: clients can see a list of all their previous sessions
Access shared session summaries: when you share a session summary, your client can view it in their portal anytime
How clients get access
Clients receive a link to their portal automatically when you send them a form, a session confirmation email, or a shared client summary. If you have an existing client who hasn't received any of these recently, you can send them a direct invite. Go to the Clients view, select a client, and select the new "Share a link to Client Portal" button.
Invite your clients to the Client Portal now →
What's coming next?
There’s a LOT more on the way! Soon, the Client Portal will make it even easier to stay connected with clients, reduce back-and-forth, and give them more visibility into their care.
Secure messaging: communicate with clients in the portal instead of juggling emails, so quick questions, rescheduling, and follow-ups don’t turn into long threads
Native mobile app: give clients an easy way to access their portal and join telehealth sessions directly from iOS and Android apps
Client billing: let clients view invoices, superbills, and payment status on their own, so you spend less time chasing payments and answering questions about billing
Give your clients a better experience
Upheal keeps documentation, billing, forms, and client records in one place, with seamless client communication built in.
March 27th, 2026
Upheal’s real-time, two-way sync with Google Calendar keeps everything aligned automatically, so you can trust what’s on your calendar.
Events created in Upheal appear instantly in Google Calendar
Events from Google Calendar show up in Upheal
Before any booking is confirmed, Upheal checks all connected calendars for conflicts
Want a deeper look at how this works in practice? Read: Therapy Calendar Sync: How to Fix Scheduling Issues and Avoid Double Bookings.
Everything flows into one reliable system
Instead of managing multiple disconnected calendars, you can centralize everything through one source of truth:
Connect Google Calendar to Upheal for real-time, two-way sync
Link tools like SimplePractice, Alma, or other platforms to Google Calendar
See your full availability in one place, without switching tabs
You can also export your Upheal calendar via iCal to view it in apps like Apple Calendar or Outlook.
Designed for group practice owners
Most scheduling tools weren’t built for how group practices actually operate. With Upheal, you can coordinate calendars across your entire team.
Practice owners can now:
View calendars across all providers in your practice
Create, update, or delete sessions on behalf of your team
Understand availability across the entire practice
Explore the Upheal calendar ➡️
A better way to manage your schedule
Upheal gives you one central, reliable view of your availability, with built-in conflict checks and seamless syncing across tools.
It’s HIPAA-compliant scheduling designed for how therapists actually work, whether you’re solo or managing a team.
March 25th, 2026
You can already generate and send professional superbills in Upheal. Now, it’s easier to stay compliant, catch issues before sending, and ensure everything is ready for insurance reimbursement.
What’s new:
Fix missing CPT codes as you go, so your superbills meet insurance requirements
Include only the services you want, and leave out anything that shouldn’t be billed
Preview before sending, so you can catch errors
Want to simplify client payments?
Use Upheal to keep billing, documentation, and client records in one place, and reduce time spent chasing invoices. Getting started is quick. Just add your business details under Payments and you’re ready to invoice.
March 19th, 2026
You no longer need to recreate templates manually. You can now upload an existing note PDF and Upheal will automatically turn it into a template.
AI maps your format to existing Upheal sections where possible, and suggests custom prompts when needed. Once created, the template works like any other in Upheal, so you can edit it or start using it right away.
If you missed last week’s update, you can also turn PDFs into practice forms. Together, these features let you bring both your documentation and intake workflows into Upheal, without rebuilding from scratch.
As this latest feature is in beta, we’d love your feedback. Just let us know here what’s working, or what could be better.
Have a suggestion? 🤔
You can request a feature or explore our roadmap to see what’s coming next.
March 13th, 2026
Getting your existing practice forms into Upheal is now easy.
Upload a PDF of an existing form and Upheal will automatically recreate it as a structured form using AI.
Clinicians can now:
Convert existing PDF forms into structured Upheal forms automatically
Save time by avoiding manual form rebuilding
Bring existing forms with them when transitioning from another EHR
Have a suggestion for Practice Forms? 🤔
You can request a feature or explore our roadmap to see what’s coming next.
March 9th, 2026
One of our most frequently requested features is here! Capturing in-person sessions is now easier with the Upheal app for Android.
If you use an Android phone or tablet, you can capture sessions directly from your device and have the recording automatically uploaded to Upheal. Your notes will then be generated in your Upheal account in the browser as usual.
What makes the Android app great?
Simple session capture: Record in-person sessions directly from your Android phone or tablet.
Automatic upload to Upheal: Once the session is captured, the recording uploads automatically so your notes can be generated without extra steps.
Works with your existing workflow: Your session notes appear in Upheal just like recordings captured from other sources.
How to use the app
Download the app from the Google Play Store or search for Upheal Recorder.
Install the app on your Android phone or tablet.
Log in with your Upheal credentials and start recording your session.
Tip: Set your device to Do Not Disturb while recording. Incoming calls can interrupt the session capture.
March 4th, 2026
Upheal clinicians in Canada can now accept client payments directly within the platform.
You can securely charge clients, accept card payments, and keep billing connected to your documentation and client records, all within Upheal.
Secure payment processing
With payments enabled, you can:
Charge clients and process payments securely
Accept card payments with low fees (2.9% + C$0.30)
Payments stay connected to your invoices and client records, so your billing, documentation, and payment history all live in one place.
Client payments are available in UphealOS. You can learn more and start a 30-day free trial of UphealOS here.
February 26th, 2026
We've released two highly requested improvements to help you save time and reduce manual work.
🔄 Auto-Populating Form Fields Provider, practice, and client variables are now dynamic placeholders that automatically fill with the correct data when a form is sent and displayed in the Client Portal. No more manual updates after adopting a template.
📊 Likert Scales with Automatic Scoring Create custom Likert scales with assigned point values. When a client submits a form, Upheal automatically calculates the total score, so there’s no manual scoring required.
What's Next? 🤔
This is just the beginning. We're building toward a fully integrated clinical data system with score tracking over time and progress visualizations, designed to surface meaningful insights in your workflow without adding extra work.
Coming soon
Have a form you love? Upload it and we'll automatically turn it into an interactive form your clients can fill out online.
To get started
All of our clinical assessments have been updated with Likert scale scoring, and all other forms now include dynamic variables. To access the updated versions you'll need to re-adopt them from the template library.
Already using forms or packets from our library?
Delete your existing saved forms and packets
Go to the template library
Save the updated versions
New to Practice Forms? Everything is already updated and ready to go.
Have a suggestion for Practice Forms? 🤔
You can request a feature or explore our roadmap to see what’s coming next.
February 23rd, 2026
You can now upload and store documents directly in your client’s profile. The new Files tab makes it easy to keep homework, assessments, treatment plans, and other supporting materials in one secure place.
This is especially helpful if you are moving to Upheal from another EHR and need a quick and simple way to manually bring over important documents.
What this means for you
Keep client-related files organized and easy to access
Manually migrate documents from other EHRs when needed
Store any file type up to 50 MB in a secure, HIPAA-compliant environment
How to use it:
Go to Clients → open a client profile → click the Files tab → Add files → Upload or Download as required