Practice management

The client portal without the login screen.

Clients get a secure magic link in their inbox to schedule, complete forms, and join sessions. No account setup, no admin back-and-forth.

Client portal

Clients schedule themselves

Share your booking link once. Clients schedule, reschedule, or cancel based on your live availability. No phone calls, no email threads. Your calendar updates automatically.
Client self-scheduling
Secure payments

Sessions that start on time

The Upheal client app gives clients a native iOS and Android experience for joining telehealth video sessions. More reliable than joining through a mobile browser, so you don’t waste the first five minutes of a session troubleshooting connection issues.

Forms that don't get lost

Intake forms, consent documents, and packets appear automatically when you send them. Clients complete everything in one place. No chasing, no re-sending.
Secure payments
Secure payments

Records they can actually find

Clients can view their session history and any summaries you've chosen to share. Your clinical notes stay private.

Stop texting clients from your personal phone

Client questions come in across email, text, and voicemail. Secure messaging brings all of it into the portal, in one fully HIPAA-compliant place.
Upheal messaging

One link, then clients handle the rest

No login, just one link

There are no passwords for clients to remember. Access is handled through a secure, one-time link.

A link that sends itself

Clients receive a secure link automatically through email whenever you send a form, confirm a session, or share a summary.

Their portal, in their pocket

The Upheal client app is native on iOS and Android, so clients join sessions and access their portal without fighting a mobile browser.

Frequently asked questions

What is a Upheal client portal?

A secure, private space where clients manage scheduling, forms, session summaries, telehealth sessions, and messages from their therapist and practice announcements, through a single secure magic link.

Is the Upheal client portal HIPAA compliant?

Yes. Upheal's client portal is HIPAA compliant by design and built specifically for use in mental health practices. All clinical data is protected and never used to train AI models without consent.

What does the client portal include?

Online scheduling, intake and consent forms, and secure document sharing. Upheal's Client Portal also includes telehealth access, session history, shared summaries, and messages from your therapist and practice announcements. All portal features are part of Upheal's EHR. No separate subscription required.

Can clients reschedule appointments without calling the office?

Yes. Clients can reschedule or cancel directly through the portal based on your live availability, with no phone call or email required. You set the rules — your availability, cancellation window, and buffer times — and clients work within them. Your calendar updates automatically, and you never have to field a "can we move Tuesday?" text again.

Does the client portal work without clients creating an account?

Yes. Clients access the portal through a secure, one-time link — no username, no password, no account setup required. The link is sent automatically whenever you share a form, confirm a session, or send a summary. If they can open an email, they're in. This removes the single biggest barrier to client adoption: the login screen.

What can clients actually see in the portal?

Only what you share with them. Session history, upcoming appointments, forms, and any summaries you've chosen to share. Your clinical notes stay private.

Less admin. More clinical work.

The client portal is included in Upheal's EHR at AU$1.45/session. No add-on fee, no separate subscription.

100% HIPAA compliant
Unlimited AI notes
Free plan