Hand it to your Assistant.

Every job is one sentence to your Assistant. It already has your chart, your calendar, and your claims, because the EHR is built in. No pasting, no de-identifying, and nothing changes without you.

100% HIPAA compliant

Nothing leaves your EHR

Never used to train models

All the jobs your Assistant can do

Denial appeal

A draft appeal written in the payer's language.

No items found.

Billing

Session prep

A focused brief pulled from the full session history, not just the last note. Runs automatically 10 minutes before every scheduled session.

No items found.

Sessions

Sick day

Every session moved and every client told, from one sentence.

No items found.

Practice admin

Alignment check

A check against what the client asked for.

No items found.

Grow as a clinician

Assessment summary

The relevant findings, routed to where they matter.

No items found.

Notes & paperwork

Better questions

A second take on your questions, not your client.

No items found.

Grow as a clinician

Billing wrap-up

See what clients still owe and what needs your attention.

No items found.

Billing

Biopsychosocial summary

History captured without retyping.

No items found.

Notes & paperwork

Blind spots

An outside perspective on demand.

No items found.

Grow as a clinician

Bullets to progress note

A structured, insurance-ready note from your shorthand.

No items found.

Notes & paperwork

Chart summary

The whole story in one document, ready for a transfer or review.

No items found.

Notes & paperwork

Check-in message

A caring nudge in your voice, ready to review.

No items found.

Sessions

Claim watch

Denials, rejections, and stalls, surfaced before they age.

No items found.

Billing

Coping cheat sheet

One page of every tool you have given them.

No items found.

Sessions

Discharge summary

A discharge note built from the whole treatment arc.

No items found.

Notes & paperwork

Form filler

Every field mapped to evidence you already have.

No items found.

Notes & paperwork

Gaps in the book

Gaps in the book before they become gaps in care.

No items found.

Practice admin

Intake status

One question instead of a click-hunt.

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Practice admin

Intervention ideas

Interventions grounded in what has worked with this client.

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Sessions

Journal prompts

Prompts that continue the session's work.

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Sessions

Medical necessity letter

An insurance-ready case for continued care.

No items found.

Billing

Medical necessity note

Documentation that holds up with insurers.

No items found.

Notes & paperwork

Metaphor maker

A fresh way in when the direct route stalls.

No items found.

Sessions

Missing forms

Missing paperwork, caught before the first session.

No items found.

Practice admin

No-show follow-up

The awkward message, drafted with the right tone.

No items found.

Sessions

Note compliance check

Gaps flagged before they become audit findings.

No items found.

Notes & paperwork

Open threads

The threads your client will notice if you drop them.

No items found.

Sessions

Outstanding balances

The awkward list, assembled for you.

No items found.

Billing

Pacing feedback

Feedback on your pacing from your own sessions.

No items found.

Grow as a clinician

Plain language

A note a client or auditor can read.

No items found.

Notes & paperwork

Plan review

An honest read on whether the plan still fits.

No items found.

Treatment plans

Pre-billing check

Clean claims start with clean notes.

No items found.

Billing

Progress in plain words

Progress they can see, in words they'll understand.

No items found.

Sessions

Progress report

Six sessions distilled into a report a referrer can use.

No items found.

Notes & paperwork

Quality drift

A checkup on your own documentation habits.

No items found.

Grow as a clinician

Quick booking

Booked without opening the calendar.

No items found.

Practice admin

Quick prep

Thirty seconds of prep when that's all you have.

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Sessions

Records request

The records request drafted and ready to send.

No items found.

Practice admin

Recurring patterns

Longitudinal patterns no single session reveals.

No items found.

Sessions

Referral letter

A letter grounded in the full chart, not memory.

No items found.

Notes & paperwork

Referral read

A first-session plan from any uploaded document.

No items found.

Notes & paperwork

Reschedule

Calendar changes in one sentence.

No items found.

Practice admin

Save a template

Your best output, reusable next time.

No items found.

Practice admin

Send an invoice

An invoice drafted, sent, and tracked.

No items found.

Billing

Shorter note

A leaner note that still stands up to an audit.

No items found.

Notes & paperwork

Show the evidence

The research behind the recommendation, cited.

No items found.

Grow as a clinician

Since last time

Portal messages, forms, and notes since you last met, in one glance.

No items found.

Sessions

Start my day

Unsigned notes, gaps, and pending items in one brief.

No items found.

Practice admin

Superbill

A superbill in seconds, not a form in ten minutes.

No items found.

Billing

Supervision notes

Supervision documentation without the Sunday backlog.

No items found.

Grow as a clinician

Supervision prep

The themes and questions worth bringing.

No items found.

Grow as a clinician

Supervisor mode

Structured feedback between supervisions.

No items found.

Grow as a clinician

Therapeutic alliance

A read on the relationship, grounded in observed sessions.

No items found.

Grow as a clinician

Tone shift

The same content in the register you need.

No items found.

Notes & paperwork

Unsigned notes

The signature backlog, in one place.

No items found.

Practice admin

Update treatment goals

A living plan, with every change approved by you.

No items found.

Treatment plans

Wrap up

Loose ends closed before you leave.

No items found.

Practice admin

Your practice just gained a colleague.

Every job on this page is free to try today. Bring your calendar, your notes, and the admin you're tired of doing alone.

Start free with Upheal

100% HIPAA compliant

Nothing leaves your EHR

Never used to train models