🤖 Ask the AI Assistant About Your Imported Records

We're connecting the AI Assistant to the PDF files you upload from your previous EHR, so the years of client history you bring into Upheal stop being static documents and become something you can actually use. Once uploaded, the assistant can read those PDFs, reason across them, and answer questions about what's in them.

Ask "what's the history of suicidal ideation with this client?" and the assistant pulls from the prior notes, intake assessments, and uploaded documents you brought over from SimplePractice or TherapyNotes. Ask it to summarize a client you haven't seen in six months before their next appointment, surface treatment history before writing a referral letter, or check whether a topic has come up before. The assistant works with the full picture of the client's care, including the parts that happened before they joined your Upheal practice.

This pairs with self-service bulk upload, so bringing years of client history into Upheal stops being a manual back-and-forth with our team and becomes something you do in one sitting. The day you migrate is the day your imported records start working for you.