Recent updates

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

Set up Practice branding →

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.

Learn more about Upheal Assistant →

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 →

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.

Import your clients →

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.

Migrate from SimplePractice →

A few small things shipped recently that make your day-to-day in Upheal a little smoother. Here's what's new:

15 and 30 minute client reminders: You can now set client session reminders for 15 or 30 minutes before a session, on top of the existing longer intervals.

Diagnoses search that finds what you mean: Typing "adhd" now surfaces F90 (Attention-deficit hyperactivity disorders), and partial words work too. Search across multiple terms like "atte diso" and you'll still land on the right code.

Copy notes to clipboard from any session card: Need to paste a note somewhere else? You can now copy all generated notes for a session straight from the session card on your homepage or in the client detail view, no need to open the session first.

Set CPT codes and diagnoses at session creation: When you create a session through Write or dictate or by uploading a recording, CPT and diagnoses fields are right there in the upload flow.

Have an idea for a small improvement that would make your workflow in Upheal smoother? We'd love to see it on the roadmap. Many of the updates above started exactly that way.

Drop it on the roadmap →

Sometimes a client needs to complete a form but can't do it on their own before the appointment. Now, you can fill out forms on a client's behalf directly during a session, without interrupting the flow of care.

How to use it:

• From Client → Forms tab, find any uncompleted sent form and click Fill for Client

• From Practice Forms, open the form menu, click Fill for Client, then select the client and continue

Either path opens the form in a dedicated full-screen tab. It's designed to be screen-shared with a client during a video call and no other sensitive information from Upheal is visible.

A few things to know:

• Signature forms and payment/card collection forms cannot be completed by providers, those stay client-only

• No email notifications are sent to the client when a provider submits a form

• Provider-submitted forms still appear in the client's portal, so their record stays complete

Explore Client forms →

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

No-shows are one of the biggest disruptions to a practice. SMS reminders give your clients a heads-up where they're most likely to see it, on their phone.

You can now add SMS messages as a delivery channel for session and form reminders, alongside email. Once you've confirmed a client has agreed to receive texts, Upheal handles the rest.

Here's how it works:

• Enable SMS in your reminder settings: Practice admins can turn on SMS as a reminder channel for sessions and forms under Settings > Client Reminders.

• Confirm client consent: Before texts are sent to a client, you'll attest that they've agreed to receive SMS reminders. This keeps you compliant with messaging regulations.

• Clients get reminded automatically: Once enabled, clients receive a text message ahead of their session or when a form is waiting for them, so there’s no extra work on your end.

SMS reminders are available on the Premium plan.

→ See how to set up SMS reminders

Most EHR messaging is just a secure chat box. Upheal Messaging connects to your clinical record. So when a client messages you between sessions, your Assistant can draft a message using your actual session notes, treatment plans, and assessments.

What’s available now:

• Send and receive secure messages: Start a conversation from the Messaging tab in Upheal. Your clients see it in their Client Portal on iOS (Android coming very soon), and you can see when they’ve opened it.

• AI-drafted messages: Ask Upheal Assistant to draft any message, whether you're starting a new conversation or responding to a client. It draws from your clinical documentation, and you review, edit, and send. It never sends without your approval.

• Send announcements: Broadcast a message to selected clients or all your clients at once. Useful for practice updates, holiday schedules, rate changes, or anything you'd otherwise send one by one.

• Stay organized: Mark conversations as unread, see at a glance who you haven't responded to, and keep all client communication in one place.

Watch a quick demo video of Client Messaging →

Messaging is off by default. Turn it on in Settings → Messaging.

What's coming next

• Attachments in Messaging: Send documents, worksheets, and resources directly in the conversation thread.

• Client billing in the portal: Clients will be able to view invoices and pay directly from their portal.

Explore Messaging →

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