Michael Osborne

Upvoted 👨‍👩‍👧 Minor Clients and Their Caregivers in Upheal Upvoted 👥 Supervision in Upheal Upvoted Payment Reminders Upvoted 📝 Treatment Plan Renewal Reminders Upvoted Let Clients Manage Their Own Info in the Portal Upvoted ✅ Your Practice To-Do List & Notifications Upvoted Feature Request: Automated Daily Reconciliation Report Upvoted 🏥 Managed Billing, Insurance Handled for You Upvoted 🏥 Credentialing Support Upvoted 📝 Treatment Plan Versions and History Upvoted AI-Generated Discharge Summaries and Clinical Letters Upvoted Client Address Populating "First Name" Field Upvoted Internal Messaging for group practices Upvoted Calendar view in scheduling only allows Monday-Sunday Upvoted Default Service Type for Calendar Events Upvoted 💳 Submit Claims in Batches Upvoted Subject: URGENT — Critical Feature Gap: Cancellation Policy Enforcement & Schedule Management Upvoted 🤖🤖🤖 AI Agents for Your Practice, Including Your Own Upvoted 🤖 Ask the AI Assistant About Your Imported Records Upvoted 📊 Create Practice Charts and Reports (live in Beta)Upvoted Insurance Card client upload Upvoted 📈 Help the Right Clients Find You Upvoted 🔐 Custom Roles and Permissions Upvoted 📋 Your Notes Will Use the Diagnosis You Assigned Commented on 📈 Help the Right Clients Find YouI need to streamline my intake process. I need to have all my outlets come through Upheal to eventually schedule a consultation and intake. Forms that collect information and schedule and consultation. An Ai phone agent to collect information from phone calls and schedule consult…Upvoted 📎 Upload Files Straight to the Assistant Upvoted Switch from Any EHR with AI-Assisted Migration Upvoted 💳 Autopay: Charge the Card on File Automatically Upvoted 🤖 Ask the Assistant to Handle Your Billing Upvoted 🔍 Denied Claims, Investigated and Appealed for You