Liza Shaw

Upvoted Assistant Pro as standalone add-on Commented on Assistant Pro as standalone add-onI am confused about this request. Isn’t this exactly what they are proposing to do on October 1st??Created Feature Request: Add "Coaching" and Other Independent Categories for Note Templates Created Feature Request: Switch Participant Type When Duplicating Note Templates Commented on Can the notes learn from previous sessions? I was hoping that as Upheal listens to sessions and records notes that it would integrate information/memory from previous sessions.I believe that is a setting issue. Meaning I think you can configure the settings in the note taking, to become smarter and remember the issues discussed from previous sessions. Mine is doing this.Upvoted Can the notes learn from previous sessions? I was hoping that as Upheal listens to sessions and records notes that it would integrate information/memory from previous sessions.Created Feature Request: Display Card Last 4 Digits on Payment Records Created Request for Automatic “Summary for Client” generation for couples sessions Created Send announcements to client subgroups Created Show Date of Service in payment detail window Created Upheal desperately needs a Session-to-Revenue Reconciliation Dashboard Created Develop a feature to allow us to mute a participant in a video conference Commented on Video Filter1000000%Upvoted Video Filter Created Please add some additional options to the therapeutic modalities.Created Combine card setup and payment in one link — make save option obvious Created Develop a practice-level setting for fully Out-of-Network practices!Commented on Clients are getting ANGRY. The Client portal should only show truly available time slots!I didn't even know clients were having that issue of disconnecting from the session. This request is actually about the way in which the self-scheduler is programmed. When a client looks up a specific service code, they see all of the POTENTIAL times that that service code is ava…Commented on I mail invoices as well as having them inside a portal with Valant. Will a batch print of invoices we coming? If not what is the recommended workflow for this?I just came here to say Valant is HORRID. I used it for about 6 years and was SOOO GLAD when I left them.Created Clients are getting ANGRY. The Client portal should only show truly available time slots!Created Allow clients to view progress analytics tied back to their treatment goals in the portal!Created Feature Request: Automated Daily Reconciliation Report Commented on Feature Request: Couples/Family Portal Access ParityThat should have read “Summary: Enable couples and family therapy clients to access their *couple/family client portals* with the same functionality and features available to individual therapy clients. I tried to edit it but got an error message and the program won’t allow me to…Created Feature Request: Couples/Family Portal Access Parity Commented on 💳 Set Who Pays on Family and Couples ContractsThis is amazing! Has this feature been implemented at this point? I would like to use it as most of my clients are couples where one of the 2 is always the same person paying the bill.Upvoted 💳 Set Who Pays on Family and Couples Contracts Upvoted AI Assistant needs to have a voice dictation option Commented on Auto-send welcome/activation email to newly added clientsIt would be amazing if the welcome message could be personalized by the practice, so that we could make sure certain items are included in the message such as certain policies we want clients to be aware of right off the bat. Maybe Upheal would provide a sample welcome message as…Commented on Show participant names on couples/family calendar eventsI am really new to Upheal, so I am not aware of how often requests like this are implemented, and if they are, how long they take. Can you kindly give me an idea of how long developing a feature like this might reasonably take? Thanks in advance!Commented on Practice-level document library for quick messaging and sharingSorry — I am not sure what “The messaging-attachment and video-screen-share integration would likely ship in phases if picked up” means in the context of my request. Could you please explain?