Smart Edit has grown into something much bigger (and better). Instead of a separate in-text tool, you can now make changes through a real conversation with Upheal Assistant, for both notes and treatment plans.

What's new:

• Select any text and ask for a change: highlight a sentence or section in a note or treatment plan (rich or plain text) and tell Upheal Assistant how you want it revised.

• Edit a whole treatment plan at once: ask Upheal Assistant to update multiple areas of a plan at once, and it builds a step-by-step proposal for you to review. Stepping through it highlights exactly what changed and where.

• Keep the conversation going: because edits happen through Assistant chat, you can follow up ("make it shorter," "add a goal for anxiety") instead of starting over.

• Nothing saves unread: if you ask the Assistant to change a treatment plan mid-conversation, it surfaces an "Edit the Treatment Plan" button that drops you into edit mode, so no change goes in without you seeing it first.

Try it out →

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