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Client Summaries in the Client Portal

Client Portal & Messaging

We’re making client summaries easier to use by generating them automatically after a session and letting therapists review and approve before sharing. Summaries can then be sent securely through the Client Portal, so you no longer need to copy and paste into email while clients get consistent, helpful takeaways from their therapy.

Posted by Upheal Moderator ·
Status: Completed4 comments

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Comments4

  • Michael Osborne

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    Mar 17

    Do our clients have access to a client portal currently or is this in the works?

    • Upheal Moderator

      Team•

      Mar 17

      We're still working on it, but we'll let you know as soon as it's ready!

  • Maxwell Wimmer

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    Mar 13

    Why does this client summary format look different than mine? Does this one use the client summary template?

    • Upheal Moderator

      Team•

      Mar 16

      Good question, @Maxwell Wimmer. This particular summary is most likely just placeholder data our designer used for the mockup rather than an actual client-summary template, which is why it looks different from yours. Sorry for the confusion!