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💬 Secure Team Messaging for Group Practices

We're scoping secure messaging between members of your practice, so clinicians, supervisors, and admin staff can communicate inside Upheal instead of scattering client-related conversations across email and text.

The part that makes this different from a generic chat tool: conversations can be linked to a specific client's chart. Ask a supervisor about a case, hand off a scheduling question to your admin, or discuss a note that needs attention, with the context attached and the PHI staying inside the platform where it belongs.

This is in early scoping as part of our broader group practice work on roles and permissions. If team messaging would change how your practice runs, votes and comments here genuinely shape when we build it.

Two notes on this one: keep the original post's author engaged with a reply when you convert it, since their write-up (client-linked threads, supervision context) was unusually well thought out. And "scoping" is deliberate language, it signals Backlog honesty rather than a commitment, consistent with the over-promising problem we fixed elsewhere.

Status: In Progress2 comments

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Comments2

  • Danaé Behr MA MFT

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    Oct 9

    @Upheal ModeratorAny update on the progress of this feature? Thank you!

    @David Tefteller PhD IMFT-S LPCC AAMFT-AS

  • Amy Weald

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    Jul 23

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    Merged request

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    4 votes

    Secure Team Messaging for Group Practices

    A secure, HIPAA-compliant internal messaging system within Upheal that allows:

    • Direct messages between clinicians, supervisors, and admin staff on the same practice account

    • Client-linked threads — the ability to message a colleague in context of a specific client chart (e.g., "Re: [Client ID]"), without exposing PHI outside the platform

    • Supervision channels — a dedicated space for supervisors to communicate with supervisees, particularly useful for practices onboarding interns or associates under licensure supervision

    • Read receipts and message status, so clinical communication isn't lost in inboxes

    • Role-based access, so messaging permissions align with the team member's role (admin, associate, supervisor, owner)

    • Mobile and desktop parity, so clinicians can communicate from wherever they're working