The assistant has always been good at finding things. Now it can do things. Ask it to prep your morning, chase a payment, or draft a discharge summary, and it handles the work so you don't have to.

Upheal Assistant now has full visibility into your calendar, billing, invoices, client profiles, and session notes, and it can take action in any of those areas on request.

A few things people are already trying:

• "Prep me for my day" — see who you're meeting, what's unsigned, and what's outstanding in billing before your first session

• "Who has outstanding balances?" — specify how far back to look, and the assistant finds every client with an open balance and sends a reminder

• "Write a discharge summary for [client]" — pulls from session notes and drafts a structured summary you can review and sign off on

Upheal Assistant puts you at the very edge of what's possible with AI right now. Watch a quick demo with Product Leader, Jeff Kashou to see it in action:

What it can do

• Schedule, reschedule, or cancel appointments without touching the calendar manually

• Create, finalize, and send invoices, or generate superbills for insurance

• Draft referral letters, clinical correspondence, and other documents

• Send forms or reminders to clients

• Look up diagnoses, treatment areas, and contract details

• Search across session transcripts and notes

• Suggest evidence-based approaches grounded in your client's history

Go on, ask it something →

Have an idea for what it should do next? Request a feature or explore the roadmap.