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Recent updates

Follow new updates and improvements to Upheal.

Set your working hours once and use them everywhere πŸ—“οΈ

Until now, you set your hours separately for every service you offer, so a change to your Tuesday meant updating it in several places. Availability puts your working hours in one place: build a schedule once and reuse it wherever you need it.

What you can do now:

  • Create reusable schedules: set weekly hours and a time zone for each schedule.

  • Add several locations to a schedule: include up to 10 places, whether in-person, video, or phone. When clients self-schedule, they choose where to meet, and the session picks up that location's address or video link, place of service, and modifier.

  • Assign schedules to services: apply a schedule to any service, with different hours for each provider if needed. New appointments pick up their location from the schedule assigned to that service.

  • See your practice hours on the calendar: your calendar now opens to your practice hours. Time outside your schedule is shaded grey, and time off keeps its stripes.

Designed for group practices

Admins and practice managers can manage practice-wide schedules, while each provider can manage their own hours.

Find it in Settings β€Ί Scheduling β€Ί Availability.

Set up your availability β†’

What's coming next?

  • Self-scheduling for new clients: prospective clients can book a first session with you directly.

  • Practice-level self-scheduling settings: booking settings you manage once for your whole practice.

Have an idea for scheduling? Request a feature or explore the roadmap.

Let Upheal Assistant handle your routine work πŸ”

Routines are tasks that Upheal Assistant runs in the background on a schedule. It does the checking and drafting, you review what it finds, and nothing goes out without your approval.

Built-in routines from Upheal

  • Daily billing wrap-up (beta): each day, the Assistant checks what self-pay clients owe, what's overdue, which charges failed and which sessions haven't been invoiced. It skips cancelled and missed sessions and posts a summary to your Home screen. When you're ready, tap "Yes, do that" to apply a credit, charge a card or send an invoice.

  • Session Prep: a briefing before each session so you walk in ready.

You can turn either one off, or run it on demand, from your Assistant settings.

Create your own routines

Write any instruction in plain language and choose when it runs. A few ideas:

  • Missed sessions: "Every evening, check for no-shows and cancellations and draft a message to reschedule."

  • Treatment plan check-ins: "Every month, remind me which clients need treatment plan updates based on their progress."

  • Denied claims: "Every Monday, list any denied claims and the reason for each. Draft appeal letters where possible."

  • Session follow-ups: "Every Friday, go through this week's sessions and list anything I said I'd follow up on for my clients."

  • Insurance eligibility: "Every January, re-check eligibility for every insured client in my practice."

To set one up, ask the Assistant to create it for you, or go to Routines in your Assistant settings.

How routines use your Assistant allowance

Routines run in the background, so each run counts toward your monthly Assistant allowance. It works the same way as asking the Assistant to look up or analyze your practice data. How much a run uses depends on how much work it takes, so a quick check uses less than a longer review. The allowance resets every month, and you'll get a heads-up before you run out. With Assistant Pro, there's no limit.

If you'd rather save your allowance for chat, you can turn routines off by going to Settings β†’ Assistant, then scrolling down to Routines.

Set up a routine β†’

See everything your Assistant can do

Routines are one way to use the Assistant. To see what else it can do, browse our library of 50+ jobs you can hand to your Assistant:

  • Sessions: Quick prep, Since last time, Check-in message, No-show follow-up

  • Notes & paperwork: Bullets to progress note, Discharge summary, Referral letter, Shorter note

  • Treatment plans: Plan review, Update treatment goals

  • Billing: Denial appeal, Superbill, Pre-billing check, Outstanding balances

  • Practice admin: Start my day, Unsigned notes, Missing forms, Sick day

  • Grow as a clinician: Supervision prep, Blind spots, Therapeutic alliance, Better questions

Each job takes one sentence. You ask, the Assistant drafts, and you review.

Browse all Assistant jobs β†’

We'll be adding more built-in routines soon. Have an idea for one? Share it with us or explore the roadmap.

Bring your records over from your previous EHR πŸ“‚

Switching EHRs usually means downloading, renaming and re-uploading years of client files. Now you can upload the export from your old EHR, and Upheal organizes it for you.

What the import handles

  • Messy exports: upload a ZIP file, and Upheal splits combined PDFs into separate documents, converts other file types to PDF, and matches each file to the right client

  • Chart files: imported documents are saved to each client's chart, where you'd expect to find them

  • Your client history, ready to use: ask Upheal Assistant about anything in a client's past records, or have it draft a treatment plan from them for you to review

How to get started

Go to Settings β†’ Import records, or click Import your records on the Clients page. You'll find step-by-step guides for exporting data from your current EHR, plus tips for getting your files ready to upload.

Running a group practice? You can import on your own, or book a call and our team will guide you through it.

Start your import β†’

Earlier updates