July 17th, 2026
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.
Have a feature request or want to see what else is coming? Check out our roadmap →
July 1st, 2026
New
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.
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.
June 30th, 2026
Skills are custom instructions you create to shape how Upheal Assistant handles specific tasks for you. Things like drafting a letter for a client, or creating client worksheets that reflect your clinical modality.
Until now, those Skills lived in the background with no dedicated place to view or manage them. There's now a Skills page in Assistant Settings where you can see everything you've created, make edits, and remove anything that's no longer relevant.
What you can do:
View all your Skills in one place so nothing gets lost or forgotten
Edit Skills to keep them accurate as your practice evolves
Delete Skills that are no longer relevant
What's coming next?
Organization-wide Skills: practice owners and group admins will be able to create Skills that apply across all providers in their practice, so your whole team works from the same foundation.
June 15th, 2026
Custom event titles
You can now name any event whatever you want. Type in what the appointment is actually for, and that title will also appear in the calendar invite email your client receives.
"Other" event type
Alongside Appointment and Time Off, there's now a third option when creating an event. Use Other for anything that isn't a standard session: a discovery call, a consultation, an intake meeting. You can add a guest client by entering their name and email, and they'll receive a calendar invite.
Plus a couple of view tweaks:
Choose your preferred start day of the week
Show or hide week numbers
Have a feature request or want to see what else is coming? Check out our roadmap →
June 11th, 2026
Chasing down payments is one of the more tedious parts of running a practice. Now your clients can handle it themselves, directly from their Client Portal, on web, iOS, or Android.
When you send an invoice, your client gets a link that takes them straight to their billing section. From there, they can see what's owed and pay by card. If they save their card on file, you can charge it for future sessions without any back-and-forth.
View invoices: outstanding and paid, in one place
Pay online: card payments directly in the portal
Save a card on file: opt-in, not automatic
Statements and superbills: clients can generate statements and view superbills
Have a feature request or want to see what else is coming? Check out our roadmap →
June 9th, 2026
New
Improved
Most EHRs still don't support file attachments in client messaging. Upheal now does.
You and your clients can send files to each other through Upheal messaging. Images appear inline in the conversation, and PDFs, Word docs, CSVs, and spreadsheets show a preview clients can open or download. Any file up to 20MB is supported.
Handy for sending intake materials, worksheets, handouts, or anything you'd normally have to email separately.
What's coming next?
AI Assistant attachments: Send files to the AI Assistant to surface insights and store them in client charts
Your practice brand now shows up in the client portal apps 📱
Your practice name, logo, and brand color now appear inside the iOS and Android client portal apps, consistent with what clients see on the web portal.
If you've already set up branding in Upheal, there’s nothing more to do. Your clients will see it automatically when they open the app.
June 1st, 2026
New
A lot of you have been asking for this one!
Your clients receive superbills, invoices, intake forms, and progress notes from Upheal, and until now those documents looked like they came from a third-party tool, not your practice.
Now, you can upload your logo, set your practice name, and choose a brand color. Everything your clients see will carry your practice's identity instead.
Where your branding appears:
PDFs: Progress Notes, Submitted Forms, Invoices, Payments, Superbills, Credit Notes, and Statements
Client Portal: your logo and practice name appear in the portal header
Telehealth screens: the waiting room and session view reflect your practice brand
Your branding also applies retroactively, so even forms submitted in the past will include your logo when downloaded.
Go to Settings → Practice branding to get set up. Practice branding is available on Premium.
What's coming next?
Branding in the mobile apps: your logo and colors will extend to the native iOS and Android client apps
May 29th, 2026
New
Until now, every conversation with Upheal Assistant started from scratch. With memory, it carries forward what matters: your modality, how you like responses framed, the kinds of cases you work with. The more you use it, the more it fits your practice.
Teach it how to work for your practice
You can shape the memory in a few ways:
Ask during a conversation: Say something like "remember that I'm a somatic therapist" or "always keep responses brief." The Assistant will save it.
Edit it directly: Go to Settings → Assistant and add instructions in the Memory text box. You can write whatever context is useful, or ask the Assistant to help you write it.
Some prompts that work well in practice:
Answer every clinical question through two clearly labeled sections: Psychodynamic reading and Behavioral reading. Even simple questions get both lenses. Keep responses relatively brief.
I'm an exclusively somatic therapist. In case formulations, always locate affect in the body — don't say "she felt anxious," say "tightness in her chest, breath gone shallow."
Because of my practice setting, I only get 6 sessions with each client. Align all feedback with best practices for brief therapy.
If you'd rather not use memory, you can toggle it off in Settings → Assistant.
May 27th, 2026
New
Your invoice is now a complete picture of a client's financial relationship with you, not just a request for payment. Track what they owe, what they've paid, and what's outstanding, all without leaving your workspace.
Watch a walkthrough with Senior Clinical Product Lead Jeff Kashou:
What you can do now:
Record any external payment: Log cash, check, Venmo, Zelle, or any other payment directly against a client's account, even without Stripe connected
Apply partial payments: Take what a client can pay now and carry the rest forward without manually adjusting invoices
Split a payment across invoices: One payment can cover multiple invoices at once, the way real-world billing often works
See client balances at a glance: Unallocated payments and outstanding invoices are visible together, so you always know where a client stands
Apply credits to open invoices: When a client has credit on their account, apply it directly to any unpaid invoice
Generate receipts and refund confirmations: Clients get a clear record of every transaction, fewer follow-up emails
Run client statements: Pull a full billing history for any client whenever you need it
Your AI Assistant knows billing now
Ask the Assistant to check a client's current balance, navigate you to their billing screen, or walk you through recording a payment. You confirm anything that moves money and the Assistant handles getting you there.
Group practice owner?
If you run a group practice, you can now create invoices, charge clients, and log payments on behalf of any provider in your practice. You can also generate superbills and statements for their clients, all from your own account.
What's coming next?
Insurance billing: This update is the foundation for insurance billing support, coming soon
Client billing in the portal: Clients will be able to view their invoices, payment history, and statements directly in their Upheal portal
Credit card billing in the portal: Clients will be able to pay outstanding invoices on their own, on their schedule
Available on the Premium plan. Have a feature request or want to see what else is coming? Check out our roadmap →
May 26th, 2026
New
If rebuilding your client list from scratch has been holding you back from switching to Upheal, that's no longer the case. You can now move your entire client list into Upheal at once, no rebuilding required.
The tool walks you through three steps:
Upload or enter your list: Drop in a CSV or XLSX export from your current EHR, or type clients in manually. The tool recognizes column names from most major EHR formats and handles up to 500 clients at once.
Resolve any matches: If some clients already exist in Upheal, the tool flags them so you can decide what to do: add as new, keep what's already there, or update with your import data. Nothing gets overwritten without your confirmation.
Set contract types and assign providers: Mark couples and family contracts, and assign each client to the right therapist in your practice. You can assign everyone at once or go row by row.
Any data your previous EHR included that doesn't map to a field in Upheal (emergency contacts, extra demographics, insurance details) is automatically saved as a Chart Note on each client's record, so nothing gets lost in the move.
You'll find the import tool on your Clients page. It's available to practice admins.
What's coming next?
File and document transfers: The next step in migration support is bringing clinical notes and documents from your previous EHR into each client's chart in Upheal.
Coming from SimplePractice?
If you're coming from SimplePractice, don't forget you can also use our AI migration feature to easily bring over your clients, notes, and data.