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📝 Control How People Are Named in Your Notes

Notes & Documentation

We're giving you control over how people are referred to in your notes. Beyond first names and initials, you'll be able to use family roles like mother, father, or guardian, and set how you're referred to as the clinician.

Right now the wording is fixed. If you write "clt" rather than "client," or "Coach" rather than "Therapist," or you think about a family by role, you're editing every note to match your own style. Setting it once means notes come out sounding like you wrote them.

Settings stay separate for individual, couples, and family notes, so a change for family sessions doesn't rewrite how your individual notes read.

Posted by Upheal Moderator ·
Status: Backlog5 comments

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Comments5

  • Alicia Kelli Hall

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    Aug 20

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    Merged request

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    1 vote

    Customize how my clients are shown/referenced

    I personally notate my clients as first three letters of first name/first three letters of last name. For example: Daisy Snow would be DaiSno

    Can that become an option?

  • Tara Martin

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    Aug 20

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    Merged request

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    3 votes

    Anonymizing Client Names in Transcripts

    I would like to request a feature related to transcript labeling and privacy.

    Currently, transcripts automatically include the client’s name. Ideally, I would like one of the following options:

    The ability to automatically replace the client’s name with “Client” in all transcripts , the ability to assign a client ID number instead of using their name, or a setting that allows the user to choose how participant names appear in exported transcripts.

    This would help to maintain stronger privacy standards and reduce identifying information when storing or moving transcripts.

    • Upheal Moderator

      Team•

      Feb 19

      @Tara Martin Thanks so much for the suggestion — this is actually already possible today.

      If you go to your Note settings, under “Note identifiers” you can choose how your client is referred to in transcripts and notes. The available options are:​

      • Client

      • First name

      • Member

      • Patient

      You can find the step‑by‑step instructions in this support article.

  • Devan Livaudais

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    Aug 20

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    Merged request

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    3 votes

    Note Protection

    Hi. With the current assault on minoritized clients, I want my notes to always operate on a specific set of rules. Is there a way to force the notes to do certain things (e.g. No one is gendered in my notes — “client”, EVERYONE’s spouse (or bf/gf) is “partner”, “Medical procedure” — reproductive care)?

  • Whitney Clark

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    Aug 20

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    Merged request

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    2 votes

    Note Identifiers

    I would like to be able to have free text to type in (instead of a drop down menu of options) how I as the service provider would like to be referred to and how I would like for the client to be referred to so that the progress note sounds more like how I would actually type it versus AI. In my notes, I refer to myself as LMHP and I refer to the client as clt. I know I can do a smart edit but it would just save more time and less clicks and less copying and pasting if I could tell the system to refer to me as LMHP and refer to the client as clt from the beginning. Thanks in advance and thanks for your consideration in adding this feature :)