✅ Your Practice To-Do List & Notifications

We're rebuilding the home experience around one clear view of everything that needs your attention: notes waiting to be signed, treatment plans coming due, outstanding balances, pending client forms, and the follow-ups you'd otherwise keep in your head.

You'll also get a proper to-do list. Add your own tasks, like calling a collateral contact or following up after a difficult session, and let the AI Assistant add what it notices, so "prep my day" becomes a list you can actually work through rather than a conversation you have to remember. Items clear as you complete them, and nothing important hides three clicks deep.

The goal: open Upheal in the morning and know exactly where your practice stands before your first client, without hunting through the calendar, payments, and client pages to piece it together.