Backlog

Planned

In Progress

Public release

Main Roadmap

We’re adding payments analytics to the Client Payments page so you can quickly understand your revenue at a glance—what you’ve earned, what’s overdue, and what’s coming up.

In Review

Client Payments Analytics

Upheal Moderator

We need a way to combine multiple audio files. For example sometimes I record using an MP3 recorder and then I upload into upheal. Also sometimes I might meet with a client and then have a conversation that is separate from the client maybe with a contact or parent and I need to add the two audio files.

High Priority

Combining multiple audio files

Grey Johnson 

I’d like to see group notes available and include the same depth as the individual notes.

Group Notes

Bree Hough

We’re streamlining new client requests from any source (e.g. Psychology Today + your website + Alma/Headway) into one guided intake flow.Capture better-fit clients, triage faster, and optionally let clients request an initial consult time — with flexible settings so you can tailor the form and scheduling experience to your practice.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="6967698273179c9eddb8e40e/post/697241a6bf2f31aa2f5e8d1c/019be6a9-b301-76ea-8bef-59424df01470/b64u-U2NyZWVuc2hvdCAyMDI2LTAxLTIyIGF0IDYuMDMuMDbigK9QTS5wbmc.png" src="https://6967698273179c9eddb8e40e.featurebase-attachments.com/c/post/697241a6bf2f31aa2f5e8d1c/019be6a9-b301-76ea-8bef-59424df01470/b64u-U2NyZWVuc2hvdCAyMDI2LTAxLTIyIGF0IDYuMDMuMDbigK9QTS5wbmc.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260212T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260212%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=9067f408c16f1dd1f4edddbd0f9b3335511ecde6b6d98f3d2ade231c8ed8208a" data-featurebase-content-filename="Screenshot 2026-01-22 at 6.03.06 PM.png">Illustrative screenshot

Unified Intake from Any Source

I would like to have quick actions in the list of users

Quick client actions

Lukas OrgAdmin2

AI front desk

We’re adding automatic scoring for common clinical assessment forms like PHQ 9 and GAD 7. Scores will be calculated instantly from client responses, making it easier to track progress over time without manual math.

Clinical Assessments with Automatic Scoring (PHQ 9, GAD 7 etc.)

We’re bringing scheduling into the Client Portal so clients can manage appointments in one place. Clients will be able to view upcoming sessions, access join links, cancel appointments, and book a new time through self scheduling, reducing confusion and back and forth with providers.

Scheduling in the Client Portal

We’re adding SMS appointment reminders so clients can choose text instead of email. Therapists can set each client’s preference, and SMS will require opt in to protect privacy.

SMS Appointment Reminders 🔔

Add virtual backgrounds to Upheal video calls so therapists (and clients) can feel more confident and professional on camera, even when their surroundings aren’t ideal.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="6967698273179c9eddb8e40e/post/69722a0de3a3436d39546911/019be5f3-db8e-79c5-bce0-c173871e6d65/b64u-aW1hZ2UgKDMxKS5wbmc.png" data-featurebase-content-filename="image (31).png" src="https://6967698273179c9eddb8e40e.featurebase-attachments.com/c/post/69722a0de3a3436d39546911/019be5f3-db8e-79c5-bce0-c173871e6d65/b64u-aW1hZ2UgKDMxKS5wbmc.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260212T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260212%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=bd3b999837af5d4dd0358618f64d464e0136902cf631b55670b2a058ca05c2fd">

Virtual Backgrounds for Telehealth

Enable Client Payments in Canada so Canadian providers can accept client payments end-to-end with invoices and payment flows that match local requirements.

Client Payments in Canada 🇨🇦

We’re adding variable support in form templates so common details like provider name, client name, email, and phone number can be filled in automatically. This reduces manual entry, keeps forms consistent, and helps clients complete paperwork faster.

Auto-Populate Form Fields with Client and Provider Details

We’re adding invoice settings so you can control what information appears on every invoice and give clients clear payment instructions. Set your business details once, add signatures, and include persistent custom fields like tax info, IBAN details, or supervisor information, with templates to support different payment methods.

Custom Invoice Details

We’re making it easier to build custom note templates by letting you upload a sample note (or simply drop a PDF) and generating a template structure automatically. Upheal will match the note’s sections to our existing standards, flag anything it can’t confidently map, and open the template editor so you can review and finalize in minutes instead of starting from scratch.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="6967698273179c9eddb8e40e/post/697265f79b992ca48c6bbba4/019be6de-c340-76c5-bf99-f48cf8fe6822/b64u-aW1hZ2UgKDMyKS5wbmc.png" src="https://6967698273179c9eddb8e40e.featurebase-attachments.com/c/post/697265f79b992ca48c6bbba4/019be6de-c340-76c5-bf99-f48cf8fe6822/b64u-aW1hZ2UgKDMyKS5wbmc.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260212T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260212%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=f40c51158d74156764f746aa3785053b90d735f1f1327fb6911af6bfbfb0fd8c" data-featurebase-content-filename="image (32).png">

Auto Generate a Note Template from a Sample Note

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.

Client Summaries in the Client Portal

We’re redesigning the Session Detail experience to make note writing the clear centerpiece and support modern workflows with multiple notes per session. The new layout improves navigation between note types, integrates supporting tools like transcripts and compliance checks more cleanly, and delivers a more polished, professional interface that’s consistent across desktop and mobile.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="6967698273179c9eddb8e40e/post/697264887a6033cd49c7fd89/019be6d8-8f17-7f4f-8531-9c26f9051508/b64u-TWFjQm9vayBQcm8gMTRfIC0gNjgucG5n.png" src="https://6967698273179c9eddb8e40e.featurebase-attachments.com/c/post/697264887a6033cd49c7fd89/019be6d8-8f17-7f4f-8531-9c26f9051508/b64u-TWFjQm9vayBQcm8gMTRfIC0gNjgucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260212T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260212%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=8590f8d9bc3233518e01c194a831ff70cf5f8e0ed68540b72e5a5ac5e8be04e0" data-featurebase-content-filename="MacBook Pro 14_ - 68.png">

Session Detail Redesign

We’re adding an AI-powered form import that converts your existing PDF forms into fully editable Upheal Practice Forms. Upload a PDF, review the generated form in the builder, make any quick tweaks, and save—so you can bring your form library over in minutes instead of recreating everything from scratch.

AI-powered PDF form migration to Upheal (in minutes)

We’re adding a dedicated file library inside each client chart so you can upload and store external documents like PDFs, images, referral letters, and past records in one reliable place. Files will be easy to find and preview, and visible to anyone with chart access, so you no longer need workarounds like attaching everything to notes or keeping files on your computer.

Upload Files to Client Charts

We’re making your Upheal schedule visible in Google Calendar, Apple Calendar, and other apps or platforms by adding a subscribeable iCal feed. Upheal remains the source of truth, while external calendars automatically show and block your time as appointments change in Upheal, helping prevent double booking across devices and tools.

Avoid Double Booking with Upheal Calendar Sync

We’re improving the Android recording experience with a dedicated app designed for more reliable session capture. Expect a focused recorder, a clean session list, and a smoother end-to-end flow—so sessions complete successfully more often and you can trust your recordings every time.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="6967698273179c9eddb8e40e/post/69725b02ef48819f6b88327a/019bebe1-9193-78d5-a3dc-4a7286330b5c/b64u-RGFyay1iYWNrZ3JvdW5kLnBuZw.png" src="https://6967698273179c9eddb8e40e.featurebase-attachments.com/c/post/69725b02ef48819f6b88327a/019bebe1-9193-78d5-a3dc-4a7286330b5c/b64u-RGFyay1iYWNrZ3JvdW5kLnBuZw.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260212T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260212%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=3eae930d23a9688c6419798e26d4e7debba2dd5df64b3ef48814c063d8fca98d" data-featurebase-content-filename="Dark-background.png">

Upheal Recorder for Android 🤖

We’re launching a self-service chart migration that helps you move your key data from SimplePractice to Upheal in as little as 30 minutes, with AI-assisted mapping to reduce manual work. The flow guides you step-by-step through importing, matching clients and contracts, reviewing what’s coming over, and completing the migration confidently—so you can switch without needing support.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="6967698273179c9eddb8e40e/post/69725c5481038286e253e4b3/019be6b8-7034-760b-8c9c-c84ddc09de1f/b64u-Y2hhcnQtbWlncmF0aW9uLnBuZw.png" src="https://6967698273179c9eddb8e40e.featurebase-attachments.com/c/post/69725c5481038286e253e4b3/019be6b8-7034-760b-8c9c-c84ddc09de1f/b64u-Y2hhcnQtbWlncmF0aW9uLnBuZw.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260212T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260212%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=ae73033ed4c4fb4a78bc91f7dccd5ccc38c7e80807e1bef5ed12fffacc7e43e6" data-featurebase-content-filename="chart-migration.png">

SimplePractice → Upheal Chart Migration (Up to 30 Minutes)

Share your booking link so clients can schedule based on your availability. Block time off, hide unavailable slots, and use automated email reminders to reduce no-shows.

Completed

Client Self-Scheduling

We’re launching Upheal Assistant inside the client profile, so you can ask questions about a client and quickly find answers across past sessions, notes, transcripts, and treatment plans. It’s designed to help you recall key details faster and spot patterns over time—without manually searching through prior sessions.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="6967698273179c9eddb8e40e/post/69725eab9cff843a518e09bd/019be6c1-8536-7b01-a33b-e9683aaad9fc/b64u-RnJhbWUgNDI3MzIxODc3LnBuZw.png" src="https://6967698273179c9eddb8e40e.featurebase-attachments.com/c/post/69725eab9cff843a518e09bd/019be6c1-8536-7b01-a33b-e9683aaad9fc/b64u-RnJhbWUgNDI3MzIxODc3LnBuZw.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260212T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260212%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=b5b77766369e57a1c5022bc0f17dcd86d5475753efa6c75f77581978318a1878" data-featurebase-content-filename="Frame 427321877.png">

Upheal AI Assistant (beta)

Get paid reliably with secure processing, low fees, and easy invoicing. Keep payments, documentation, and client records in a single system to reduce administrative work.

Client Payments Processing

<ul><li>Option to have a call with the client who is not in your client list</li><li>Support for couples calls</li><li>Brand new design</li></ul>

Telehealth 2.0 Release

Easily onboard clients by collecting intake and consent information through customizable forms, ready-made templates, and automatic reminders.

Practice Forms Launch

Create invoices and superbills manually, without needing to connect Stripe, so providers can generate billing documents anytime, regardless of how they collect payments.