Notes & documentation

Treatment plans that write themselves. And hold up to audits.

With Upheal's Golden Thread features, treatment plans auto-generate from your sessions and stay linked to every progress note you write. Included free in Upheal's AI-native EHR.

Treatment Plan

Smarter workflows, from intake to notes

Auto-connect intake forms, treatment plans, and session notes into one seamless flow. Link your assessment to every progress note automatically.

Built to meet payer standards

Templates meet top payer documentation criteria to reduce audit flags and denials. Compliance Checker flags gaps before you submit.

You stay in control

Adapt to your clinical style. Over 70+ modalities supported. You guide treatment planning, Upheal's AI assistant helps you build faster.

How Golden Thread works

1.

Generate a Case Snapshot

Select past intake forms or session notes to instantly create a personalized overview of your client’s needs, history, and context.

• Upload PDFs or manually enter case snapshots to kickstart your plan (coming soon).
2.

Review & customize your Treatment Plan

Edit goals, objectives, and interventions in just a few clicks. Fine-tune the plan to your clinical approach — with no rigid templates holding you back.

• Treatment Plans that automatically update as your client progresses (coming soon).
3.

Auto-sync into progress notes

Session notes update in real time to reflect your treatment goals, helping you clearly demonstrate medical necessity and progress without extra work.

Why therapists use Golden Thread

Insurance-compliant by design

Golden Thread is built by compliance experts and reviewed against top payer guidelines, so that you can be confident that your documentation holds up without second-guessing your notes. Reduce audit risk and streamline your workflow, worry-free.

Your most popular FAQs

What is the Golden Thread in therapy documentation?

The Golden Thread is the continuous, documented connection between a client's diagnosis, treatment plan goals, and session-by-session progress notes. Payers and auditors look for this thread to confirm medical necessity.

Upheal's AI-native EHR maintains the Golden Thread automatically by linking treatment plan goals to progress notes after every session.

How much does Upheal's treatment planning cost?

Treatment planning is included in Upheal's mental health EHR at AU$1.45 per session, capped at AU$100 per month. No add-on fee. AI notes, scheduling, billing, and client records are all included.

How does Upheal generate treatment plans?

Upheal generates treatment plans automatically from your session notes and transcripts, so you can be sure they're accurate. Select previous notes or intake data, and Upheal creates a personalised plan with SMART goals, objectives, and interventions. Plans can be customised across 70+ modalities.

Does Upheal support different therapy modalities?

Yes. Upheal supports 70+ modalities including CBT, DBT, ACT, psychodynamic, and trauma-focused therapy. Treatment plan templates and progress notes adapt to your clinical approach.

Are Upheal treatment plans insurance compliant?

Yes. Templates are built by compliance experts and reviewed against top payer documentation criteria to support medical necessity and reduce audit risk. Upheal's Compliance Checker flags documentation gaps before you submit.

The AI-native EHR with treatment planning built in.

Treatment plans, AI notes, scheduling, and client messaging in one platform. AU$1.45/session, capped at AU$100/month.