You no longer need to recreate templates manually. You can now upload an existing note PDF and Upheal will automatically turn it into a template.

AI maps your format to existing Upheal sections where possible, and suggests custom prompts when needed. Once created, the template works like any other in Upheal, so you can edit it or start using it right away.

If you missed last week’s update, you can also turn PDFs into practice forms. Together, these features let you bring both your documentation and intake workflows into Upheal, without rebuilding from scratch.

As this latest feature is in beta, we’d love your feedback. Just let us know here what’s working, or what could be better.

Have a suggestion? 🤔

You can request a feature or explore our roadmap to see what’s coming next.