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A.I. needs some updating regarding payments and invoices and super bills

Client Billingclient payments

Right now, the AI Assistant and the way your entire billing and payment system is set up need to be completely redone. I think anyone who runs their own practice that has used SimplePractice is having a very big issue right now.

Everything in Simple Practice was extremely easy to use, and within an hour, I was able to get the entire system, both for the practice and for the individual client, done, very, very easily. It's very possible that I just don't know how to use your system, but from the past two days of use, there are so many things that need to be fixed

within your system.

I'm curious if anyone else is experiencing the same thing?

If you have any further questions, please feel free to reach out.

Posted by chananya abraham ·
Status: Completed2 comments

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Comments2

  • Upheal Moderator

    Team•

    Jun 9

    @chananya abraham Thank you for taking the time to share your feedback about the AI Assistant and our billing/payment system. We understand how important a smooth setup is for practice owners, especially those transitioning from SimplePractice.

    To help us address your concerns more effectively, could you please share a bit more detail about the specific issues you're encountering? For example:

    • Which parts of the billing/payment setup are unclear or difficult?

    • What specific tasks with the AI Assistant aren't working as expected?

    • Are there particular errors or confusing steps you've experienced?

    If it would be easier for you to explain these issues directly, one of our team members can reach out to schedule a brief call to walk through your setup together. Please let us know if you'd prefer this option, and we'll arrange it for you.

    We appreciate your patience and want to make sure your practice runs smoothly on Upheal.

    • chananya abraham

      •

      Jun 11

      Thank you for your reply.

      In billing and payment, I am currently unable to split payments. If an organization is paying for one part and I want to send a link for a specific amount from each invoice for the past month, there's no way to do that directly to the client for their share of the invoice. That's what I'm finding difficult right now.

      Additionally, the A.I. assistant, when I ask it to create an invoice for a client for a specific month with specific dates, only shows the total amount the client owes, not the amounts for those three sessions. It then tells me there is an internal error. There are a few others as well, but I do have a phone call on Monday with someone