Upheal Moderator
TeamCommented on Option to schedule other meetings, not client sessionsThanks, @Darleen Gracia, this is a fair gap. Time Off already blocks those hours so clients can't book them, but it can't carry a label yet, so we're keeping this open. In the meantime, if you've connected Google Calendar, add these blocks there with whatever title you like. They…Commented on voice asisstanceYou can now talk to the Assistant instead of typing your request.Commented on Assign Team Members to ClientsThanks, @Joel Traylor II. You no longer need to contact support for this. Org admins and Practice Managers can now handle it themselves. New clients: when you add a client, pick which provider they're assigned to. Existing clients: in the Clients list, open More actions on a clie…Commented on Client insurance/demographic uploadingThanks, @David Drustrup. This is live as of September 24, and it works the way you described. Add the ready-made insurance intake form to the forms you send new clients. They fill in their insurance details in the Client Portal, and the policy is saved to their client file automa…Commented on Voice enabledYou can now talk to the Assistant instead of typing. Say what you need and it takes it from there.Commented on Currently, it is required to have a client email in order to put the client on the calendar. I wish this requirement could be eliminated. Some of my clients do not have an email. Or possibly there is a work around? Also, just as a reminder, Saturdays need to be included on the calendar. I have lots of appointments on Saturdays, and sometimes Sundays. Thank you.Email is no longer required to schedule an appointment, so you can put clients without an email address on your calendar.Commented on Upheal Assistant to Create Treatment PlanThanks, Adrian. This is live, and it should take most of that spadework off your plate. There are two ways to use it. In the plan itself: select any text and choose Edit with Assistant to rewrite that part. From the Assistant: ask it to change the plan, for example "add an object…Commented on Need a unique but subtle alarm to sound when the microphone unexpectedly shuts off so the practitioner is aware and can intervenne.Thanks, Stephen. A first piece of this is live. If you record with the Upheal Chrome extension (version 1.3.30 or later), the recording widget now warns you when the microphone or captured tab goes silent, and confirms when audio comes back. For now it's an on-screen warning, not…Commented on calendar booking customizationYou can now add events that aren't sessions or time off. Choose the Other event type and give it any title, like a meeting or a course. Color coding is tracked separately here: https://feedback.upheal.io/p/use-different-colors-on-calendarCommented on Subject: URGENT — Critical Feature Gap: Cancellation Policy Enforcement & Schedule ManagementHi @Liza Shaw, thank you for the detailed write-up, and sorry this sat without a reply from us. Here's where each part stands after our September 9 release. Cancellation window and fee: live ✅ . Set how much notice clients need to give (for example 48 hours) and your fee amount o…Commented on 📝 Treatment Plan Versions and HistoryProgress Tracking on Objectives Is Live, Version History Comes Next 🥳 A first piece of this shipped today. Each treatment plan objective now has: Start date Estimated completion date Progress status Progress comment Fill these in yourself, or ask the Upheal Assistant to update t…Commented on Practice Roles need clarificationThank you for the detailed description of what your biller needs. Our current non-clinical roles do not include access to notes. At the moment, the best option is to assign your biller the Admin role. This covers everything on your list, but it also grants broader access than the…Commented on Session remindersHi Rose. If you are using our desktop app, you will get a notification a few minutes before the session. And then you can start capturing with just one click.Commented on Preferred names in CalendarHi Brandon, preferred name is actually used instead of the first name by default, even in calendar events. But if the event was created (or set to recurring) before the preferred name was set, it will show the “old” value. Your new events should respect the preferred name.Commented on dictation editingGood news on part of this — the AI Assistant now supports voice input, so you can speak your requested changes to a note or treatment plan through Edit with Assistant instead of typing them out. If you’re looking for something more specific (e.g. dictating directly inside the not…Commented on AI Assistant needs to have a voice dictation optionThanks for the request. This is live now! 🎉 You can tap the microphone icon in the AI Assistant chat and speak instead of typing. Give it a try and let us know what you think.Commented on Delete templateHi @Elisa Cerantola. Do you mean Note template? If you click on Edit, you will see the delete option in the header.Commented on 💳 Client Billing in the Client Portal@Tamara McDowell, this has already been available for quite some time.Commented on scroll barThanks for writing this up, it's really helpful. You're right that the bar is too thin to grab comfortably. We've made the target nearly three times wider, so it should be much easier to catch with a trackpad. On the arrows, we're unfortunately not planning to bring those back. T…Commented on Custom fields attached to client profiles (e.g., “Funding Source”, “Insurance Authorisation Code”, “Referrer Type”)Thanks for this. Good news on one piece of it: prior authorizations now have a proper structured record instead of a text field, including the authorization number/code, start and end dates, and an approved visit count, so you no longer need to track that piece in a spreadsheet.…Commented on A way to track the number of session from a specific pointGood news! This is now possible. 🎉 When you add a prior authorization, you can set an approved visit count, and Upheal automatically deducts a visit each time the authorization is used on a claim. So you’ll always be able to see how many authorized sessions are left without coun…Commented on expirationThis is live now! 🎉 Prior authorizations now have their own record instead of a single text field — each one can carry a start and end date, so you’ll see exactly when an authorization has ended instead of tracking it separately. You can also archive an expired or replaced autho…Commented on Expand Automatic Deletion Timeframe Options to Include 14-Day and 30-Day Windows for Improved Clinical Workflow30-day transcript retention is now available 🎉 Thanks for flagging this. We heard you and the other clinicians who needed more flexibility here. The "Automatic Transcript Deletion" setting now supports a 30-day retention window, in addition to Immediate, 24 Hours, and 7 Days. Th…Commented on 📊 Create Practice Charts and Reports (live in Beta)Upheal Reports is now live in beta for everyone 🎈 Open the new Reports section in your account. What shipped: A curated chart library covering the most common private practice needs 5 thematic dashboards to start with, or build your own Filtering, sorting and simple dashboard la…Commented on Audit Log Access for Practice AdminsClarifying something we got wrong in how this was written. Upheal already keeps a full audit log. Every action in the system is recorded and retained for HIPAA purposes. If you need a record of access or changes for a client, an audit, or a compliance review, contact support and…Commented on Please make it so I can just have Capture as the main page or at least not be hidden by the chat button. It's more relevant to me than either home or calendar and it's annoying that it gets in the way.Hi Sophia, Thanks for reporting this. On smaller phones like iPhone mini, the menu bar collapses to only 3 items, which makes Capture fall under the More menu. It is not hidden behind the AI chat button. We will give the Capture item higher priority so it stays visible on narrowe…Commented on 💳 No-Show and Late Cancellation FeesThis is now live! 👏 (with one caveat worth naming) You can set your fee amounts and your cancellation window once, and Upheal applies them from there. When a client cancels after your cutoff, the session is flagged as a late cancellation and an invoice is created automatically.…Commented on Appointment status optionsThis is now live 🎉 You can mark any appointment as attended, canceled, or no-show, and the session stays on your calendar with its updated status instead of disappearing. We've also added no-show and late-cancellation fees. Once enabled, marking a session as a no-show or late ca…Commented on Client Order Arrrangement@Sophia JarvisSorting by first or last name is already available in both the desktop and mobile apps. Check the icon in the top-right corner.Commented on Remain logged in@Lazer Schwarcz, if you are using email and password, you can click the Remember me switch on the login page. Or are you using the Google button to log in?