👨👩👧 Minor Clients and Their Caregivers in Upheal
We're rebuilding how Upheal handles minor clients and the caregivers who support their care, so therapists working with children and adolescents stop having to force the platform to do something it wasn't designed for.
When your client is a minor, the person sitting in front of you, the people who consent to treatment, the person who pays, and the people who receive scheduling reminders are often different humans. We're adding proper caregiver support to the client profile: multiple parents or guardians with their own contact info and portal access, the same parent email allowed across sibling profiles, and a clear way to send forms to the right caregiver based on what each one is supposed to consent to. Parent-child session and note templates come alongside, so you stop reaching for the Couples template and watching the AI misidentify who said what.
This is foundational work. Once the data model knows the difference between a client and a caregiver, everything downstream becomes easier: scheduling, forms, billing, telehealth, notes. If you see minors and we're missing something specific to your workflow, drop a comment.
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Comments25
Victoria Leon
Aug 10
When will this get completed? This is super essential.
Lydia Fransen
Aug 21
This has been backlogged for a while. It’s pretty important.
David Drustrup
Sep 1
Agreed, this needs to happen like now. Pretty big missing piece
Caroline Martin
May 7
•Merged request
•1 vote
Include caregiver contact information in profile for minors.
I am considering switching to Upheal but the lack of design for minor clients is making me pause. It is essential to have space for multiple caregivers attached to the client profile. I want to be able to send forms to BOTH parents if relevant, and both should have access to the portal. Right now everything goes under the minor client’s name which doesn’t make sense.
Ashley Anderson
May 7
•Merged request
•7 votes
Client contacts
I see minors and I need to be able to connect their parent’s information to their file easily without having to create the parent as a completely new “client”. This makes more work for me when I need a parent’s info, and instead of looking for it within my client’s “relationships” or “contacts”, I have to search the parent’s name/info separately.
Laura Leedy
Apr 7
This is essential, especially to ensure all paperwork is completed by both parents as is required in my state! Would absolutely LOVE to see this happen!
Jennifer Rosario
May 7
•Merged request
•7 votes
Session & Note option for Parent - Child Sessions
I’ve tried using the Couples note templates for parent-child sessions, but it usually identifies the adult as the client and I have to edit a lot. It also confuses speech from the mother with that of therapist (female voice). Adding this feature would be very useful for me!
Ashley Anderson
May 7
•Merged request
•4 votes
Parental/caregiver email duplicate allowed
I have many families that I serve and often times there’s only one working or accepted email address for the family. Therefore, when I schedule the children for sessions, the parent/caregiver receives an email for ALL their kids’ sessions coming up. Currently, I’m not sure how I can alert my parents of their children’s upcoming sessions when the parent’s email is not allowed to be added to another profile/child. This is a major concern since I often see siblings at different times or days. Children won’t have an email for me to enter when I create their profile so that is not an option here.
Sharmila Clee
May 1
I have child clients but need a way to bill the parents and to schedule without the parents being able to see the notes and/or have a second email to the profile
chananya abraham
May 7
•Merged request
•3 votes
Client info
Under contact info, there should be an option for the type of email (home, work, other) and another email (for a parent/guardian…).
chananya abraham
May 7
•Merged request
•3 votes
Client info
Under contact info, there should be an option for the type of email (home, work, other) and another email (for a parent/guardian…).
J Sophia Nam
May 7
•Merged request
•2 votes
Enable Forms to be Sent to Collaterals
There are times, especially when working with minors, where we need to send forms to a parent, teacher, or other collateral contacts. Please enable forms to be sent to outside email addresses. Thank you!
Shirla de Magalhaes
Jun 25
Really need the Minor Profile ASAP as when parents are divorced it’s ideal to send intake paperwork to both parents and have payment methods for both parents who often split the costs.