Bulk Sign-Offs
I was using Upheal in combination with SimplePractice due to the practice I work at. However, I am looking at going solo and want to use Upheal almost exclusively. However, what I ended up doing was not signing the documents in Upheal, since I would sign them off in Upheal. I am now sitting on over 1000 unsigned notes in Upheal.
I would love a feature or some system to help me do bulk sign-offs. I could see this being a useful feature anyway, in case a therapist has a very very busy week - they could use a bulk sign-off feature to sign all their notes in the past week at once.
This would be a cool feature to have, in my opinion!
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Ted Faneuff
May 1
Hi @Robert Samczuk Ted here, Head of Clinical Operations. We do recognize the use case to have the ability to bulk sign notes. I would confirm this with your legal team, but I wanted to hop on here and say that if the content of your notes for these sessions completed in Upheal as a scribe were transferred into SP for your practice, then there would not be a need to also sign them in Upheal as your new system of record. Those sessions were essentially captured in Simple Practice. Any request for legal records by clients that move with you from your current practice would also have to include getting the records exported out of Simple Practice. To make that process easier, I would suggest migrating the clinical record into Upheal fully from SP. That way the pdfs of the previous session notes would also live inside of Upheal. Let me know if you have any other questions and hope this helps!
Robert Samczuk
May 1
Morning Ted! Thanks for letting me know! And I appreciate all you guys do at UpHeal. I always love interacting with the support team! My current situation does not allow me to seperate from Upheal and SP; however in my personal plans for my eventual practice I will be making the full shift to Upheal. I was concerned with the signed documents, hence my attempts to bulk-sign. However, knowing that your migration system can do that and bring PDFs over saves lots of headaches and concerns. Just trying to make sure I stay fully legal and ethical with my notes. Thank you again for taking the time to respond and I thank your whole team who are amazing!