Recent updates

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?

1. Delete your existing saved forms and packets

2. Go to the template library

3. 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.

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

What is Upheal Assistant?

Have you (or your colleagues) ever used ChatGPT for clinical support? Generic AI tools aren’t designed to be HIPAA-compliant or secure for clinical use. Meet Upheal’s new AI Assistant, the secure, HIPAA-compliant alternative clinicians have been looking for. Unlike generic AI tools like ChatGPT or Claude, it works within your clinical context, using your existing documentation to support your thinking, without copying, pasting, or risking compliance. See AI Assistant in action in our short demo videos by Senior Clinical Product Lead, Jeff Kashou

Because it understands each client’s full clinical journey across sessions, notes, (+ treatment plans coming soon), you can ask thoughtful clinical questions and get answers grounded in your own records.

Use AI Assistant to prepare for sessions, spot patterns over time, and even during Upheal telehealth sessions, so key insights, context, and clinical tools are available while you’re talking with a client, without breaking focus.

How it supports your practice 💪

As a mental health professional, your focus can often be pulled away by prep work, digging through notes, or administrative tasks. AI Assistant is designed to give you that focus back.

• Instant recall: Ask "List the client's family members and significant figures" and get an answer in seconds.

• Session prep: Use preset prompts to synthesize a client’s progress before they walk through the door. ex. “Suggest three specific interventions for the next session.”

• Get context mid-session: During video calls, quickly reference past session details and key context without breaking focus.

• Clinical brainstorming: Uncover patterns or trends across multiple sessions that might be hard to spot manually. ex. “What have been the big breakthrough moments for this client in therapy?”

• Administrative relief: Draft referral letters or client assignments instantly, based on the actual clinical narrative.

Designed for clinical privacy and control

Generic AI tools aren’t built for the security private practices require. AI Assistant is purpose-built for clinicians, with no use of your clinical data for training without your consent. It’s AI that respects the therapeutic relationship and the responsibility that comes with it.

Search across documentation 🔍

You can also search across all of a client’s notes and transcripts to quickly find what matters most. Access it from the Search box in the left-hand navigation, or press ⌘K or Ctrl+K. Then type a keyword like “anger” to see where it shows up across sessions, helping you spot patterns, track themes over time, and prepare more thoughtfully, without reopening or rereading every note.

‍

‍

Easy Scheduling

Our Scheduling features are now even more streamlined! With Upheal’s central calendar, you can see all your sessions in a single, organized view. Connect your personal calendar, Google Calendar, and calendars from other platforms like Alma and Headway via a two-way sync with Upheal. That means you can avoid conflicts and get a clearer picture of your week, all in one place.

With UphealOS, handling client payments is flexible. You can create and manage invoices in Upheal, giving you one place to track billing (insurance and self-pay) without juggling spreadsheets or multiple tools. This is especially helpful for tracking payments if you collect them using:

• Other platforms like Headway, Alma, or Grow

• Cash, checks, or external card processors

Even if payments happen outside of Upheal, you can still:

• Send invoices

• Record payments

• Keep everything organized in one place

You can also send invoices:

• Before the first session

• Anytime it fits how you structure your services

Payment processing

If you want to accept online payments directly in Upheal, you can connect Stripe at any time. With Stripe connected, you can:

• Charge clients and process payments securely

• Accept card payments with low fees (2.9% + $0.30)

• Automatically generate superbills for clients

Everything stays connected to your invoices, so payments, records, and documentation remain in one place.

The first phase of UphealOS: an operating system for private-pay practices is here.

‍A new EHR replacement that brings all the tools needed to run your practice into one AI-powered system: EHR, payments, scheduling, documentation, telehealth, practice forms, and marketing — all under a single subscription. Here's your first look at the Early Access features now available:

Secure client payments

Get paid with ease while keeping more of what you earn. Upheal offers secure payment processing with low fees of 2.9% + $0.30, easy invoicing, and automatically generated superbills.

Easy client onboarding

Collect intake and consent information quickly using customizable forms, ready-made templates, and automatic reminders that keep clients on track.

Hassle-free scheduling

Connect and manage all of your calendars in one place, reduce no-shows with automated reminders, reschedule with ease, and offer clients a smoother booking experience.

Reliable telehealth

Enjoy secure and stable virtual sessions with built-in AI. Let clients join instantly (couples and family too). Go directly from session to session by managing your virtual waiting room.

Built-in AI notes

Capture sessions in real time as AI drafts structured notes for you, supports non-session documentation, and keeps everything consistent with your templates.

Automated documentation

Reduce admin time with AI-assisted treatment plans, customizable templates, and automatically generate summaries.

Consistent client diagnoses

Maintain a single source of truth for diagnostic information with synced profile, easy in-note editing, and ICD codes that flow directly into superbills.

Learn more about UphealOS here.

The simplest, most reliable way to get notes from online sessions is here: Our desktop app for MacOS, Upheal AI Notes.

What makes the desktop app great?

• Works with any call on your computer: Capture sessions on any telehealth or EHR platform, in any web browser

• Compatible with other desktop apps: Record from other standalone apps like Zoom

• You can use headphones 🎧

• ‍Upcoming Sessions: Instantly see what’s next when you schedule through Upheal.

• ‍Stop-Time Reminders: Get a gentle nudge so you never forget to end a recording on time.

• ‍Smart Notifications: Be alerted before each session so you never miss an automated note again.‍

• Compact Mode: Collapse the app into a sleek, minimal window that stays out of your way while recording.

How to use the app

1. Download the app here (for MacOS only)

2. Open the downloaded .dmg file, then drag Upheal AI Notes to Applications

3. Grant permission to access microphone and system audio

4. The app will minimize to your Mac menu bar while it records

5. Remember to stop recording after your session

Clinicians have been asking for this, and we listened.

One of our most requested features is here: automatically generated notes that sound just like you wrote them.

We’re excited to launch Note Personalization. With it, Upheal AI learns your writing style, so future notes reflect your own clinical voice. The more you edit, the more AI adapts to your clinical and editorial style, reducing repetitive changes and saving you time.

Here's what this means for you:

• Personalized notes: Each edit you make will teach Upheal more about your style. Your future notes will automatically follow your preferences, so you won't have to keep making the same changes.

• Less time editing: Personalization works automatically as you edit. You'll see your notes increasingly match your clinical voice, freeing you up for what matters most.

• You're always in control: You still have full control over your notes, so you can review and change them at any time.

Watch Jeff Kashou, LMFT, walk you through the new feature in this short video:

We're thrilled to introduce Compliance Checker: our answer to the documentation uncertainty that's plaguing private practice. It helps spot missing elements in your notes based on real payer standards, so that you can be audit-ready at all times.

This isn't another template system that forces your unique clinical voice into rigid boxes. Instead, Compliance Checker analyzes your existing documentation approach and identifies specific gaps that could trigger claim reviews. It examines treatment necessity justification, progress measurement, risk assessment completeness, and diagnostic consistency — the four pillars that determine whether your notes will survive automated review systems.

How does Compliance Checker work?

• First, select your criteria by choosing the payer guidance you'd like to apply. Current standards include documentation requirements from Aetna and Optum, with more coming soon.

• For Upheal-generated session notes, you just have to click a “Run Compliance Checker” button next to your note to assess compliance. You’ll be able to review a clear, line-by-line report showing which criteria are met and where documentation may be missing or unclear.

• You can also review external notes for compliance too via PDF upload (up to 50MB each) — making it easier to check your own notes, a colleague’s, or a supervisee’s. This will provide a similarly detailed checklist view of what needs to be fixed before submission.
  

  • Note: Your PDF uploads will never be stored or used to train our AI.

Here's our Senior Clinical Product Lead, Jeff Kashou, talking through how Compliance Checker can safeguard your practice!

‍Compliance Checker is currently available on Upheal's Premium plan. Try it out today with either your own or an Upheal-generated note, and have peace of mind knowing that your notes are audit-ready.